Schwab Network

Both crude oil and natural gas will rally, just on different time tables, says Rob Thummel. He says the market is focused on crude oil right now but will turn its focus to natural gas months down the road. Rob adds that energy stocks have more room to rally even after the sector's outperformance so far in 2026. ======== Schwab Network ======== Empowering every investor and trader, every market...

KB Home (KBH) earnings will offer the latest look into a housing market facing long-term headwinds and economic pressures. Tom White turns to what he considers a bearish technical picture for the stock when examining the stock chart. That said, he offers a bullish example options trade for KB Home. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

"As quickly as oil prices shot up is as quickly as they can move down," argues Kevin Mahn when turning to Monday's price action on Wall Street. When it comes to Tuesday and beyond, he talks about how the volatility will impact Americans at the gas pump and the Fed's interest rate expectations. Kevin later offers stock picks tied to the AI trade in Micron (MU), Eaton (ETN), and Ve...

Supermicro (SMCI) is back at November 2024 prices after three employees smuggled U.S. tech worth $2.5 billion to China. Ben Watson with Charles Schwab explains how the headlines hammered the stock to notable levels while showcasing support and resistance trends in short and long-term price action. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Monday's trading action offered a sigh of relief for markets, though Kevin Green believes headlines on the U.S.-Iran War will ultimately move price momentum ahead. He outlines key levels to watch in crude oil as the first signs of supply disruption hit global trade. On metals, KG explains what's driving volatility in gold and ways the war impact global gold stockpiles and currency fluctuat...

Marley Kayden and Sam Vadas highlight notable laggards on what appeared as a market-wide rally for Monday's session. AI memory chips like Micron (MU) and SanDisk (SNDK) were among the biggest names left out of the rally, along with gold in the commodity space. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - ht...

Ed Ryan, CEO of Descartes (DSGX), introduces viewers to the Global Logistics Network, which offers the “largest database of tariffs and duties in the world.” He explains how the Iran war has impacted global logistics and how Descartes simplifies information to stop suppliers from “freezing.” They’re seeing more demand for their systems with the geopolitical turmoil. Ed covers their latest quarterl...

Natural gas is going nowhere, says Joe Rinaldi. He makes that case the NATO allies will continue to favor the commodity as the U.S.-Iran War continues and sees many companies in the space well-positioned against volatility. Kinder Morgan (KMI) and Cheniere Energy (LNG) are among his top picks. When it comes to nuclear power, Joe likes Oklo Inc. (OKLO), Constellation Energy (CEG), and BWX Technolog...

Oil prices remain the key driver of market sentiment, keeping investors reactive as intraday volatility complicates long‑term positioning. Zachary Hill explains why the U.S.’s status as a net energy exporter offers a relative buffer versus Europe and Asia, while attention turns to second‑order effects like supply‑chain diversification and selectively attractive international valuations. ======== S...

Cory Johnson with Epistrophy Capital Research and Daniel Newman with Futurum recap the tech-filled week during Nvidia's (NVDA) GTC 2026 conference. Among the topics they discuss: how Nvidia will grow following the slew of tech innovations and partnerships, who will benefit from growing CapEx spending, and ways AI adoption shapes how businesses are built. ======== Schwab Network ======== Empowe...

Rob Luna confronts worries around the market and shrinking liquidity, including pressures on labor. “It’s going to have to be real earnings that are driving stocks,” he says. He likes CrowdStrike (CRWD), Netflix (NFLX), and Oracle (ORCL). He emphasizes the need for cybersecurity in the age of AI and thinks Oracle has a great opportunity after a massive sell-off – it’s a “gift at these valuations.”...

How AI is being used in cybersecurity risks are the prime focus for Palo Alto Networks (PANW), says the company's chief security intelligence officer, Wendi Whitmore. She explains how those behind cybersecurity threats are weaponizing AI and ways Palo Alto fends off digital attacks. According to Wendi, compromised identity is the biggest risk to cyberattack victims. ======== Schwab Network ===...

Paul Meeks believes it's "inevitable" Nvidia (NVDA) will lose market share as the AI trade develops, but expects it to grow into such a substantial market that Nvidia has more than enough room to thrive. He talks about innovations at the company's GTC 2026 conference and ways the stock will break out of its months-long consolidation. Brandan Burke adds to the bullish thesis by ex...

Jim Thorne sees the “early days” of normalization in markets, saying he’s “selling war and buying peace.” He thinks some people were investing in areas like energy or gold as “tourists” or for the “wrong reasons,” and will have to exit positions soon. He anticipates a relief rally and points to names like Caterpillar (CAT), Goldman Sachs (GS), GE Vernova (GEV), and Nvidia (NVDA). ======== Schwab N...

Brian Jacobsen highlights how quickly markets can move on social media posts during the U.S.-Iran war. He discusses the economic impacts: if gas prices are above $4 per gallon, that would start to really hurt consumers. Sustained high prices for a few months could start market participants worrying about recession. Brian explains what economic data he’s looking at to watch out for cracks and the n...

LikeFolio’s Andy Swan covers consumer sentiment around Affirm (AFRM), which he notes has seasonal swings. Web visits are up “very significantly” year-over-year, but they’re still “middle of the pack” vs competitors. He notes that Affirm is turning GAAP-profitable, but they “traded away some growth” for it. He discusses how Affirm could perform in various economic scenarios and highlights their cre...

Stewart Glickman and Ellen Wald cover the latest on the Iran war and oil prices. Stewart sees two areas to be concerned about: the safety in crossing the Strait of Hormuz and fixing the damage from attacks on Gulf oil installations. The latter is a longer-term issue, he notes. Ellen agrees that the market is underestimating the amount of damaged oil infrastructure and is concerned about the levels...

We're witnessing a transition to AI factories and robotics from GPUs, says Steven Dickens in recapping Nvidia's (NVDA) GTC 2026 conference. He believes moving inference to real-world use cases offer a compelling case that AI shows long-term growth. Steven adds that the AI infrastructure buildout indicates "we're not in a bubble," though addresses energy and memory bottlenecks...

"Everyone needs to be cautious" with Monday's pop in markets, says Prosper Trading Academy's Scott Bauer, pointing out that any headline can reverse the rally. In maneuvering around market action for today's Big 3, he explains how to "navigate the news flow" with the SPY ETF, technical resistance to watch in Broadcom (AVGO), and opportunity in Vertiv (VRT) to harves...

“Take what you already have and use it to your advantage.” Ted Thatcher talks tax strategies within this volatile market, highlighting moves like Roth conversions to “get some alpha.” Looking at the overall economy, he is concerned about the latest PPI report, which he calls a leading indicator for inflation. He covers the potential for “stagflation” and believes it’s a conversation market partici...

Jim Sanderson explains the downside restaurants face because of the economic impact of the energy crisis. Margin pressure issues are keeping him from being bullish on many names in the sector. He likes McDonald’s (MCD), believing they will be able to boost traffic, but notes that their international business is a huge part of revenue. Chipotle (CMG) may have a harder time driving traffic growth. D...

Marley Kayden covers the latest analyst moves on Apple (AAPL), with a price target cut at BofA and a bullish note from Morgan Stanley. The latter is based on a smartphone survey that implied Apple will be the only major smartphone vendor to take share in 2026. Prosper Trading Academy's Charles Moon likes the bullish moves in the stock and offers an example options trade. ======== Schwab Networ...

Cooper Howard with Charles Schwab says it's important for investors "hunkering down" to keep their heads on a swivel to headlines surrounding the U.S. and Iran. He talks about the key "drivers" he sees moving fixed income markets and ways to protect your portfolios. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

Thomas Martin describes his current trading strategy in a volatile market, keeping some “dry powder” to the side if conditions change. He looks at software, potential international investments, and how the Iran war is changing everything. His picks include Spotify (SPOT) and Uber (UBER). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

Construction spending in January pulled back, a move "unsurprising" to Kevin Green given typical seasonal slowdowns. What did surprise him and markets was President Trump cooling his rhetoric on military maneuvers in Iran. KG walks investors through the latest headlines drawing optimism from investors. However, he adds both the U.S. and Iran need "concrete" proof they're mo...