Schwab Network

Kevin Hincks believes President Trump spoke to Iran in Wednesday night's address where he threatened to send the country "back to the Stone Age." Futures plunged on the president's rhetoric and crude oil began Thursday's session above $110. Kevin urges caution for traders and offers advice for how to navigate volatility. He then turns to the latest jobless claims print ahead...

BofA lowered its price target for Reddit (RDDT) to $175 and held a neutral rating on the social media stock. Rick Ducat stacks Reddit's stock performance to peers like Meta Platforms (META). He highlights key levels and options activity to watch. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabne...

Look at what action are happening on the ground of the U.S.-Iran War, not the words that are spoken, says Ahmed Riesgo. If the market has certainty that the Strait of Hormuz will reopen and crude oil prices go down, Ahmed sees the foundation for a rebound taking shape. He adds that the U.S. economy is "much less tethered to crude oil than it was decades ago," meaning there's flexibil...

"History's in our favor" when it comes to mid-term year volatility, says Adam Lampe, though Iran and crude oil's spike add pressure to markets. Once the U.S. ends its conflict with Iran, "markets fly," Adam believes. In the meantime, he suggesting looking for companies properly hedging in the rampant geopolitical volatility. ======== Schwab Network ======== Empowering e...

Ben Watson with Charles Schwab turns to Brinker (EAT) for his Chart of the Day. He points to substantial short-term chop in stock moves creating unusual volatility for shares after a long-term sideways move. Ben tells investors to watch out for "hidden bullish divergence" building in the technicals. ======== Schwab Network ======== Empowering every investor and trader, every market day....

What Jenny Horne calls a "binary outcome" in Wednesday night's primetime address from President Trump resulted in further escalation against Iran. She walks investors through the president's pointed language which signals a longer-than-expected war. Futures plunged Thursday and crude oil hit $110, with levels poised to open at the highest levels since 2022. Turning to stock stori...

On this week's Crypto Corner, Charles Schwab's Adam Lynch explores the Mined in America Act introduced this week and how it seeks to keep the U.S. as a crypto leader. However, as Adam says, it faces legislative headwinds. He then turns to risks quantum computing poses to cryptocurrencies as the technology threatens to break Bitcoin. ======== Schwab Network ======== Empowering every investo...

Jenny Horne joins Sam Vadas for Wednesday's final takeaways to highlight under-the-radar market moves. Among their top picks: rallies in AI memory chips like Micron (MU) and SanDisk (SNDK), a better-than-expected ADP weekly jobs print, and developments around SpaceX's upcoming IPO. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risk...

Chuck Etzweiler outlines what investors should expect as the midterm cycle approaches, highlighting policy‑driven volatility, healthcare’s defensive appeal, and the long‑term momentum behind reshoring and electrification. He explains why semiconductors, manufacturing, and power‑grid infrastructure could anchor portfolios through the next decade. ======== Schwab Network ======== Empowering every in...

While Target (TGT) web visits are accelerating, Walmart (WMT) is "winning the war" for retail, LikeFolio's Andy Swan says. Higher income consumers trading down to Walmart, and ecommerce, are two factors that Andy says are helping the retail giant steal market share from Amazon (AMZN). He explains how the company made "massive strides" to reinforce its standing as a retail staple. ======== Schwab N...

Micron's (MU) eye-watering rally went from under $100 to $470 in less than a year, then saw a sharp sell-off in mid-March back toward $300. As shares experience a rebound rally Wednesday, Rick Ducat dives into the AI memory chip stock's volatile price action to weigh where shares will experience support and resistance. He later turns to Micron's options activity to gauge where traders...

Tony Minopoli explains how to respond to market volatility if your retirement funds are heavily invested in stocks. He covers what younger and older investors should be looking at, and warns against panic. If you have “time on your side,” he encourages equity concentration. He also warns that, with lifespans extending, investors near retirement will still need equity exposure to keep up income rep...

Mark Marex expects Nasdaq 100 4Q earnings growth to be higher than forecast, despite a “not surprising” drawdown. He compares recent market moves to history to support his bullish case, brushing off volatility. Mark also discusses the makeup of the tech-heavy Nasdaq 100 and the impact of AI on the index. ======== Schwab Network ======== Empowering every investor and trader, every market day. Optio...

Owen Carr and Thomas Ryan talk through the February retail shopping data ahead of the Easter holiday. Thomas notes that strength was “broad-based” in the report and compares it to the weaker January spending, which he now believes was weather-driven. Before the Iran war energy price shock, he thinks the consumer was in a position of strength. Owen says consumers are “out and buying” in warmer weat...

Andrew Graham believes markets will see another "V-shaped bottom" similar to 2025's Liberation Day plunge. However, he tells investors to keep an eye out for winners that will follow, particularly companies that will benefit from Mag 7 CapEx spend. Among Andrew's stocks to watch: Coherent (COHR), Lumentum (LITE), and Arista Networks (ANET). He considers healthcare a good sector &...

Susan Spence walks through the latest ISM manufacturing report, which came in above Street expectations. This marks the third month of expansion, and Susan walks through the categories to get a better overall understanding. Production is up but backlog is down, which could be a worrying sign. She’s less optimistic than in February, especially because of the labor picture, as tariff and war uncerta...

Henry Schwartz from CBOE Global Markets covers trader volume and flows to get a sense of overall market sentiment. Options continue to remain popular, and growth is coming in “puts, not in calls,” he notes, though calls still lead. This shows more bearish interest from traders as the S&P 500 printed its worst quarter since 2022 in 1Q. Indexes and big ETFs are also seeing flows, with less focus...

Shashi Tripathi focuses on the tech labor market, arguing the AI revolution will be a net job creator. Data science, prompting, and other AI-centric roles are growing, though he acknowledges that there will likely be more layoff rounds like we’ve seen lately, with Oracle (ORCL) as the latest. Shashi also looks at how immigration policy is impacting the tech market, particularly when it comes to H1...

Nike (NKE) plunges after earnings as weak forward guidance overshadows a headline beat. Amanda Lai and Nick Raich break down slowing momentum—especially in Greater China—execution missteps, and whether intensifying competition and margin pressure signal true capitulation for the iconic brand. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve r...

As Arm Holdings (ARM) maneuvers into silicon production and CPU development, EVP and CFO Jason Child explains why agentic AI offers enough demand for Arm to enter the chipmaking race. He believes the company's specialization in building specific parts of CPUs, to crating the entire chip, gives Arm customization opportunities some competitors don't have. "There's nobody like us,&qu...

A "rip your face off" rally is likely to reverse, says TheoTrade's Don Kaufman, who urges caution for investors in regards to Wednesday's trading action. He has his eyes on what he calls "low hanging fruit" for today's Big 3, offering bearish example options trades for Apple (AAPL), Starbucks (SBUX), and the State Street Energy Select Sector SPDR ETF (XLE). Rick Duc...

Brad Long says the latest oil spike tied to Iran is likely a temporary shock, not a lasting crisis, as infrastructure remains intact and futures point to de‑escalation. He explains why the bond market may be mispricing the risk, argues for high‑quality duration, and discusses spillover effects on commodities, trade policy, and AI‑linked supply chains. ======== Schwab Network ======== Empowering ev...

CFRA's Angelo Zino sees Microsoft (MSFT) as a strong buy with shares currently trading at 18 times 2027's earnings. While investors pummeled the stock over Azure cloud outlook, Angelo points to high 30% growth as impressive in an AI race that's only gaining speed. One warning he has for investors: brace for the Mag 7 giant to expand its CapEx spend again. Tom White turns to an example...

Marley Kayden covers the latest analyst upgrade on Walt Disney (DIS). Raymond James lifted the stock to Outperform from Market Perform, citing a “very attractive valuation.” Scott Bauer sells an iron condor example options trade on Walt Disney. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Befo...

Charles Schwab's Jim Ferraioli compares the recent crypto bubble to that of others dating back to "Dutch tulip mania" in the 1600s. Bitcoin "is not a speculative bubble," says Jim, explaining why a new bottom for the cryptocurrency is in. Extended retail and institutional investor adoption of crypto sets what Jim calls a "new narrative" for the space. ======== Sch...