Schwab Network

“If you’re not an AI company right now, it’s almost impossible to raise venture capital.” Darren Marble dives into the world of equity crowdfunding, a “multibillion” dollar sector that lets companies raise money from non-accredited retail investors. For small companies that have a brand and a community, this could be the right move, he argues. His firm runs a platform to facilitate this: “we think...

Landon Swan from Likefolio shares consumer sentiment data on Home Depot (HD). He says May was strong, but June dropped off. He highlights the “healthy mix” of pros and amateurs shopping at Home Depot, making it more recession-proof. “The app usage is very strong,” he adds, with monthly active users up almost 40%. “Generally speaking, we’re more on the neutral side” for HD, but Landon is bearish on...

Ahmed Khan and Ian Tien discuss the cybersecurity field and preview Palo Alto (PANW) earnings. Ian says investors will be looking at their AI use for efficiency in the business, place in the arms race of AI, and defending the systems themselves. Ahmed thinks PANW has to show it can drive growth in its next-gen security business and effective consolidation. They both think that PANW overpaid for Cy...

James Demmert believes this week's earnings will serve as a barometer for economic health. Companies like Walmart (WMT) and Target (TGT) will highlight whether Americans are willing to buy amid continuing uncertainty. Additionally, James mentions Toll Brothers (TOL) as an indicator to the housing market, the results of which will be watched closely by the Fed. He later talks about Ukrainian pr...

While it's a sleepy start to the trading week on Wall Street, TheoTrade's Don Kaufman sees opportunity through example options trades on today's Big 3. He leans bullish on Micron (MU) on expectations of a "gamma squeeze" and on Alphabet's (GOOGL) run toward all-time highs, though he's more bearish on Altria (MO) after it flexed strong technical prowess. Rick Ducat giv...

Erin Gibbs thinks the market is in the late stages of its cycle. She talks inflation, potential Fed rate cuts, and the overall economy and expects a market rotation as healthcare sees gains. She expects “good growth” in 2026 but says that view could be derailed by inflation. She also notes companies are being more rewarded for cost-cutting than growth. She likes PepsiCo (PEP) and J.M. Smucker (SJM...

“Homebuilders across the board don’t have equal sentiment” and it depends on size, says Katie Hubbard. Large homebuilders are optimistic while smaller ones are struggling based on the Housing Market Index data, she argues. She notes significant pent-up demand that can be “unlocked through lower rates” and highlights Warren Buffett’s recent bet on homebuilders. The types of housing being built are...

Recent economic data showed that Home Depot's (HD) prior commentary on spring and summer being a "Super Bowl" housing season did not come to fruition. Marley Kayden notes macro pressures that pinned the stock heading into its earnings Tuesday morning. That said, analysts say there's a foundation for Home Depot to rebuild on. Prosper Trading Academy's Mike Shorr offers an exam...

Cybersecurity is "not a nice to have, it's a have to have," says Nathaniel Bradley. Ahead of Palo Alto Networks' (PANW) earnings after the close on Monday, he called the company the "tip of the spear" in the industry. Nathaniel adds that the acquisition of CyberArk gives Palo Alto more "scale" to bolster future operations. Tom White offers a pair of example op...

Novo Nordisk (NVO) jumped higher after the FDA approved the company's Wegovy drug as a liver disease treatment. Dayforce (DAY) rallied more than 25% off reports that Thoma Bravo is looking to acquire the company. Nvidia (NVDA) has more bullish momentum heading into next week's earnings thanks to price target hikes from Morgan Stanley and Cantor Fitzgerald. Sam Vadas explains the biggest ma...

Alec Young says what the market needs this week is for Fed Chair Jerome Powell to signal a rate cut at Jackson Hole. “There’s definitely room for some profit taking” right now, he adds, but is bullish into 2026. However, he says Powell is right to have concerns about cutting based on the economic data. If the market did sell off this week, he considers it a buying opportunity. He likes the Mag 7 –...

6,500 is the SPX level bulls want to hit heading into the Jackson Hole Symposium, according the Kevin Green. He highlights technicals investors should watch on Monday's session and for the week ahead. In explaining the equity rally, Kevin points to a crush in treasury volatility as a correlation to the push higher. He adds that general volatility in the VIX also continues to hover near histori...

Evercore ISI added Target (TGT) to its "tactical outperform" list after the retail giant's stock has been beaten down over the last year. As Jenny Horne notes, the firm also moved Lowe's (LOW) to its "tactical underperform" list. She explains why Evercore made the adjustments ahead of both companies' earnings. On the A.I. front, Jenny weighs in on reports of Meta Pl...

President Trump will meet with Ukrainian president Volodymyr Zelenskyy and other European leaders to discuss the war in Ukraine, something Kevin Hincks expects to moves markets to start the trading week. Also on the docket: Jackson Hole and what will likely be Fed chair Jerome Powell's final speech at the summit. On the earnings front, retail companies will dominate investor interest during a...

Ahead of earnings later this week, Rick Ducat looks at how Home Depot (HD) shares are performing against Lowe's (LOW). Rick points to several areas of past resistance and support near the $396 and $400 levels to watch out for following their quarterly release. Tom White demonstrates an example put vertical trade for HD. He walks through the short-term position and why it is a more neutral to b...

Garrett Melson says downside risks for the U.S. economy reside within the labor market. He points to recent data trends chipping away at the resilient labor market. Garrett believes that markets are already pricing in a 25bps cut and will closely monitor the Federal Reserve interest rate policy. He discusses the bifurcation between Fed governors and their concerns from potential tariff-induced pri...

In the face of growing cybersecurity threats, Alex Hamerstone says companies are looking for places with a "solid" reputation. He previews Palo Alto Networks (PANW) earnings. Alex adds that it's tougher to bring in cybersecurity solutions in-house, which could benefit companies like PANW. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

Kevin Green kicks off the trading week with eyes on geopolitical headlines weighing on minds of investors and traders. He recaps Friday's Alaska talks between U.S. President Trump and Russian President Putin before preparing for this week's meeting with Ukrainian President Zelenskyy as well as European leaders. KG is watching the energy space as both the crude oil market and rare minerals...

Ahead of Monday's open, Ben Watson examines recent price activity in Nvidia (NVDA). On a 5-day 5-minute chart, Ben uses an ADX study to show one way of analyzing the chipmaker's recent moves ahead of earnings on August 27. On the longer term chart, Ben points to Nvidia's "chip and rip" upside momentum. He highlights previous areas of resistance at $153, $173 and $184 as the A...

The latest retail sales report on Friday brought retail companies back in focus ahead of their earnings. Sam Vadas takes investors through the latest developments in Home Depot (HD), TJX Companies (TJX), and Walmart (WMT). Rick Ducat gives investors a closer look at key levels in the charts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

George Tsilis dives deep into the business operations of Dell Technologies (DELL). In this week's edition of Tech Corner, find out what role DELL has in the burgeoning A.I. adoption among the overall economy. Ahead of DELL's 2Q earnings print, George provides an overview on the company's financial position and historical performance. ======== Schwab Network ======== Empowering every in...

Todd Stankiewicz turns to corners of the market he thinks investors should watch. One of the biggest: energy, specifically the nuclear power space. He sees nuclear companies powering A.I. infrastructure's exponential need for electricity. Todd explains telehealth's role in giving healthcare its next leg higher and his deregulation bull case on aerospace. ======== Schwab Network ======== Em...

Philips (PHG) plans to invest over $150M in U.S. manufacturing and R&D, expanding production of its AI-enabled ultrasound systems. Global Chief Operations Officer Wim Appelo joins to discuss the investment, which takes Philips' total U.S. investment to over $1B/year. Appelo highlights how AI integration in ultrasounds drives efficiency and capability, particularly in diagnosing coronary ar...

Markets muscled yet another winning week, led by a 3% rally from the RUT. The A.I. trade continued to dominate headlines, starting with Monday's announcement that Nvidia (NVDA) and AMD Inc. (AMD) will pay 15% of China chip revenue to the U.S. Intel (INTC) closed as the S&P 500's top performer of the week while CoreWeave (CRWV) sold off significantly after earnings. However, UnitedHealt...

Rigel Pharmaceuticals (RIGL) is up 88% in August and more than tripled its stock price over the last year. The staggering upside rally began with a massive earnings beat and raised guidance. George Tsilis talks about why the numbers are drawing a staggering number of new investors to the company. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...