Schwab Network

Affirm (AFRM) experienced an interesting two-day consolidation period that led to further upside in shares, says Brett Crowther of Charles Schwab. He highlights the stock's stellar week and recent pressure that appears to be vanishing for the fintech firm. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all...

Crude oil needs to slide below $84.37 for a sustained downtrend in prices to continue, says Kevin Green. He walks investors through the technicals and why the commodity's price action remains critical to markets, which he says remains bullish despite an overstretched run. KG tackles the earnings front with Netflix (NFLX) and the headwinds leading to a double-digit sell-off in shares. ========...

Both Bitcoin and Ethereum demonstrated impressive resiliency in the U.S.-Iran War, says Adam Lynch with Charles Schwab. He turns to technical analysis to show how both cryptocurrencies bounced between key support and resistance levels. Additionally, Adam looks into growing institutional adoption and incoming Fed Chair Kevin Warsh's crypto holdings. ======== Schwab Network ======== Empowering e...

A jury found that Live Nation (LYV) operated an illegal monopoly, while jobless claims showed continuing resilience in the jobs market. Marley Kayden and Sam Vadas turn to their final takeaways to close Thursday's trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading...

Glen Sussman, CEO of Tassat Group, explains how the 24/7 nature of digital asset markets is forcing a modernization of traditional financial infrastructure. He discusses the shift toward real‑time and atomic settlement, why legacy institutions must adapt to stay competitive, and how these changes could reduce counterparty risk and improve liquidity. The conversation also touches on upcoming digita...

Sal Mercogliano, maritime historian at Campbell University and host of "What's Going on With Shipping," offers his experience to investors as the U.S.-Iran conflict continues and concerns around the Strait of Hormuz persist. He ties his historical insight to economic impacts of the blockades in the strait and how he sees the development shaping out. Sal later discusses how he sees it...

Steven Nigro explains why insurance M&A activity remains resilient even as broader financial stocks struggle. He breaks down steady valuations driven by private equity demand, consolidation among aging brokerages, and how AI is being adopted as a margin‑enhancing tool rather than a disruptive threat. The discussion highlights why the insurance sector may stay insulated from macro headwinds fac...

Americans have spent more than $15 billion more at gas pumps than they did prior to the U.S.-Iran War, says GasBuddy's Patrick DeHaan. That said, some states are still paying significantly less for gas than others. Patrick explains the disparities in sticker shock and how it all plays into summer travel, even if the Strait of Hormuz were to reopen tomorrow. ======== Schwab Network ======== Emp...

"AI is no longer experimental, it's industrial," says Stephanie Walter when looking at the latest chipmaker earnings. She turns to AI infrastructure when highlighting her case for "uneven" but "strategic" growth in the sector. Shay Boloor makes the case that the AI cycle is "nowhere close to cooling off." He goes as far to say that Nvidia (NVDA) will bec...

Bob Doll explains why U.S. equities continue to hit record highs despite elevated oil prices and geopolitical risks. He discusses shifting leadership within the Magnificent Seven, emphasizing a focus on earnings quality, return on equity, and free cash flow. Doll also outlines selective positioning in semiconductors while growing cautious on consumer credit exposure and parts of the financial sect...

A jury found that Live Nation (LYV) operated an illegal monopoly through its ticket selling business. David Schulhof talks about the tentative fallout he sees happening from the ruling and how it shakes up the demand picture for live music concerts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors....

Andy Baehr returns to the Watch List to talk about Bitcoin's resiliency in the face of geopolitical volatility. As the digital asset trades around $75,000, he considers Bitcoin the "safety asset" in cryptocurrency portfolios while labeling Ethereum and Solana as more beta-heavy holdings. Andy adds more to his crypto insights by explaining how Ethereum and Solana affect blockchain tre...

Fred Voccola, CEO of Simpro Group, explains how artificial intelligence is transforming the U.S. trades by boosting productivity and profitability rather than replacing workers. He discusses how AI tools are helping contractors eliminate administrative bottlenecks, scale operations, and improve margins across essential services like HVAC and electrical work. The shift marks a structural upgrade in...

LikeFolio's Landon Swan highlights a growing disconnect between Netflix’s (NFLX) surging stock price and weakening consumer engagement data. While ad‑supported growth and live sports deals support the bull case, LikeFolio data suggests rising competition and price fatigue are pressuring brand loyalty. The focus now turns to whether aggressive ad scaling can sustain growth without undermining t...

Phil Kafarakis, President & CEO of IFMA The Food Away from Home Association, and CFRA's Garrett Nelson break down PepsiCo’s (PEP) earnings beat as the company pivots from price increases toward volume‑driven growth. They discuss rising food volumes, strength in international markets, and how PepsiCo is navigating activist pressure, higher costs, and competitive setbacks. The focus remains...

Allbirds (BIRD) soared 600% on Wednesday's trading session after making a heel turn from sneakers and into AI infrastructure. David Trainer of New Constructs calls the move a "wild hail Mary" and, more bluntly, a "trick" to renew company value. He goes deeper into the Allbirds business model and troubling signs he saw in the company even before it issued its IPO. David call...

Dan Deming is impressed with the sharp stock market rally to all-time highs, though he urges caution for a potential stall in the price action. For today's Big 3, he sees Pfizer's (PFE) support making a case for a buying opportunity, Visa (V) forming a bottom, and Synchrony Financial (SYF) as a volatile stock heading into earnings. Dan provides example options trades for his picks while Ri...

David Wagner explains why the S&P 500 (SPX) continues to push toward record highs, supported by resilient domestic earnings and a strong U.S. consumer. He discusses potential near‑term pullback risks tied to input costs and A.I. spending, while emphasizing the market’s long‑term growth trend. Wagner also introduces a new buffered ETF strategy designed to help investors manage volatility while...

Kenneth Leon previews Netflix (NFLX) earnings as investors refocus on fundamentals following the company’s decision to move on from merger speculation. He highlights pricing power, ad‑tier growth, and operating leverage as key drivers. Tom White outlines a neutral options strategy designed to take advantage of post‑earnings volatility contraction. The spotlight remains on guidance and whether Netf...

After TSMC (TSM) posts a fourth straight quarter of record revenue, Marley Kayden takes a closer look into the company's foundry business to see what's behind the strong numbers. She also highlights tech improvements TSMC is making and weighs on how it impacts margins. Joe Tigay turns to an example options trade for the AI foundry. ======== Schwab Network ======== Empowering every investor...

The astounding recovery in the S&P 500 (SPX) is something Liz Ann Sonders attributes to short-term money entering the market entering a "very, very small handful of stocks." She wants to see strength broaden in the index before gaining confidence in the rally. Joe Mazzola adds to the Charles Schwab Big Picture panel by attributing the eye-watering move to hedge funds covering shorts....

Jim Masturzo explains why the U.S. dollar is losing its safe‑haven appeal as geopolitical tensions ease, opening the door for international markets. He discusses stretched valuations in U.S. equities, emerging opportunities in emerging‑market exporters, and why expectations around AI adoption and growth may be overextended. Masturzo emphasizes diversification as a necessary shift for investors con...

The S&P 500 (SPX) slipped into red territory soon after the trading session began, something Kevin Green is watching in what has been a tech-led rally. As both the S&P 500 and Nasdaq-100 (NDX) test record highs, KG points to corners of the market to mind as geopolitical headwinds linger in the global backdrop. He later highlights strengths and weaknesses in the job market after investors g...

Jeff Weniger argues the recent V‑shaped market recovery still has room to run and cautions against fading the rally. He points to rotation into financials and technology, strong earnings growth projections, and stabilizing money supply trends as signals that a sustained bear market is unlikely. Despite lingering inflation concerns, Weniger says the backdrop remains constructive for U.S. equities t...

Glenn Dorsey explains why U.S. equities remain resilient despite geopolitical volatility and recent market swings. He highlights sustained double‑digit earnings growth, sees pullbacks as buying opportunities in mega‑cap tech and money‑center banks, and outlines sector opportunities in healthcare and industrials. With labor markets stable and earnings season underway, Dorsey says high‑quality, dive...