Schwab Network

Jed Ellerbroek points to Nvidia (NVDA), Broadcom (AVGO), Eaton (ETN), and Applied Materials (AMAT) as beneficiaries of the ongoing AI infrastructure build-out. He also sees accelerating revenue growth and appealing valuations in cloud computing names like Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL). ======== Schwab Network ======== Empowering every investor and trader, every market day....

Anthony Pompliano, founder and CEO of Professional Capital Management, sits down with Sam Vadas to discuss the biggest topics he believes investors need to watch in the coming months and years. He weighs if U.S. earnings growth is enough to push back rising debt and offers his take on what can cause the next market crisis. Anthony turns to the crypto space through Bitcoin's recent rally and ga...

"$90 a barrel is tolerable for the global economy," says Stewart Glickman when referring to crude oil prices, though he believes consistency above $100 will create substantial pressure. He adds that even current prices aren't sustainable long-term. Stewart points to attacks on Saudi oil infrastructure as a significant headwinds to restoring previous trading volume through the Strait...

Convexitas's Zed Francis analyzes the unusual divergence between historically low index volatility and elevated single-stock volatility, particularly in the semiconductor sector. He warns of a "coiled spring" effect in index volatility and cautions that private credit markets could be the trigger for the next volatility shock. ======== Schwab Network ======== Empowering every investo...

Ray Salmond says "we're back to square one" with the Bitcoin debasement trade. He discusses why certain "narratives" on the cryptocurrency push prices higher while others drag it down — and how the Crypto Act has contributed to both sides of that story. For Bitcoin to stay above $80,000, Ray believes it needs sustained ETF inflows to restore sustained confidence in the cryp...

Polen Capital's Drew Cupps discusses PCSG, the firm's small-to-mid-cap growth ETF, which combines fundamental, technical, and thematic disciplines. He highlights the enduring power of AI and electrification themes, noting that small and mid-cap companies are crucial enablers for larger tech names like Microsoft (MSFT) and Nvidia (NVDA). ======== Schwab Network ======== Empowering every inv...

Qualcomm (QCOM) establishing an AI collaboration with Amazon (AMZN) is something Futurum CEO Dan Newman sees as "very optimistic." The partnership is currently valued at $60 billion. Dan says this deal will just be the first of many and gives Qualcomm an advantage over other legacy tech firms with increased access to Amazon AWS. He adds that Amazon's cloud business is closing the gap...

Adobe (ADBE) remains in the spotlight of AI disruption discussions. Stephen Sopko says Thursday's earnings report will set the bar for forward expectations, pointing to how Adobe's product suite can capitalize on cloud growth and existing customers. He believes the software company's products are great but growth will come down in explaining how it can justify prices. ======== Schwab N...

LikeFolio's Megan Brantley discusses Casey's General Stores' (CASY) expansion plans, including new stores and menu items like wings, and their potential impact on margins. Diane King Hall and Kevin Hincks note that strong demand and consumer loyalty signal a bullish case, though a high valuation following a recent pullback tempers expectations. ======== Schwab Network ======== Empoweri...

Lisa Martin helps investors explain why GameStop (GME) had its best second quarter, per its preliminary earnings, on record despite concerns of slowing growth. Her big question for GameStop: what is the company becoming? As collectables revenue increases, Lisa says she "can't rule out" the possibility that the company will buy out eBay Inc. (EBAY). She then discusses how CEO Ryan Coh...

Carson Group's Ryan Detrick suggests that despite the Fed's hawkish tone, the Fed is still running "hot"—a dynamic that ultimately supports continued market growth. He points to a strengthening labor market, robust earnings, and rising AI spending as evidence the bull market is alive and well. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Ivan Feinseth believes Nvidia (NVDA) purchasing Hugging Face for just under $13 billion is something that accelerates the Mag 7 giant's software momentum. He says Hugging Face will add efficiency and expand the runway for future prospects. Megan Villanueva agrees that the deal will ramp AI efficiency but warns that there needs to be a greater emphasis on security. The amount of resources to po...

The Charles Schwab August 2026 STAX saw a dip from July's 4-year high, though as Joe Mazzola explains, investing trends signal more of a rotation as opposed to outright selling. Higher call-buying activity in certain stocks and the QQQ gives Joe confidence in tech's forward momentum. The energy, industrials, and utilities sectors all saw increases in buying activity as well. Joe notes Spac...

Stocks tied to the AI infrastructure buildout take Charles Moon's attention on Tuesday's Big 3. He thinks Qualcomm (QCOM) will establish a new stock floor thanks to a new deal with Amazon (AMZN), likes SK Hynix (SKHY) above its IPO price, and calls KLA Corp. (KLAC) an "underrated" name. Charles offers example options trades for his picks while Rick Ducat takes investors through h...

Jason England of Simplify believes the Fed's hawkish tone at Jackson Hole and the latest jobs report have put a September rate hike back on the table. He warns that if the Fed hikes, it will likely be the start of a hiking cycle rather than a one-and-done scenario, and favors front-end to intermediate duration in the current environment. ======== Schwab Network ======== Empowering every invest...

Katherine Black explains how Casey's General Stores (CASY) is positioned for continued growth despite elevated gas prices, thanks to robust prepared food offerings and a loyalty program that links fuel rewards. Tom White explores a neutral to bullish short put vertical options strategy, noting the stock's recent pullback and elevated implied volatility. ======== Schwab Network ======== Emp...

Bloom Energy (BE) will join the S&P 500 (SPX) on Monday, September 21. The announcement led to a surge in shares to kick off Tuesday's trading day. George Tsilis explains how the extensive buildout of AI data centers put Bloom Energy in the spotlight which added to the firm's earnings growth. Tim Biggam turns to an example options trade for Bloom Energy's stock. ======== Schwab Net...

Cooper Howard says CPI and PPI are the two biggest metrics to watch on this holiday-shortened market week. He believes the inflation data will pave a clearer path on expectations for the Fed and interest rates. Kevin Gordon adds that if either report comes in hot, the FOMC will very likely hike, especially since the August jobs report came in much stronger than expected. However, Cooper makes the...

Ben Emons maps out the competing forces shaping inflation policy, from escalating commodity prices and geopolitical flashpoints to an internal Fed split over the rate path. He argues that supply-side measures from the administration could ease the burden on the Fed's blunt rate tools. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark...

Luke Lloyd, CEO of Lloyd Financial Group, emphasizes that AI investment is moving beyond semiconductor "picks and shovels" toward software and "disguised hardware" companies. He points to Oracle (ORCL) and Adobe (ADBE) as standout beneficiaries of AI and robust subscription models, alongside enterprise software names like Guidewire (GWRE). ======== Schwab Network ======== Empow...

Amgen (AMGN) shares sold off after Novartis (NVS) failed to meet its primary endpoint in phase-3 trials. Diane King Hall offers more insight into the volatile moves in the healthcare space. Bloom Energy (BE) opened the trading session with a rally after the company was selected to join the S&P 500 (SPX). Diane turns to the cybersecurity space and explains Phillip's downgrade on Palo Alto N...

Stash Graham highlights energy infrastructure and shipping tankers as attractive investments due to stability and high demand, as global and domestic refining capacity constraints keep energy prices elevated. He expects inflation to rise over the next 6 to 12 months, pressuring the Fed into multiple rate hikes. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Escalation between the U.S. and Iran over the holiday weekend caused crude oil prices to climb and stocks to waver. Kevin Hincks discusses the latest macro moves impacting Wall Street and the U.S. Treasury's plans to alleviate pressure. One headline adding pressure: new tariffs from Canada that range between 15% to 50% on some U.S. products. Kevin sets his expectations for CPI and PPI as inves...

Casey's (CASY) reports earnings after Tuesday's closing bell. The stock has climbed roughly 50% year-over-year, setting a high bar for the consumer staples company. Rick Ducat takes investors through his technical analysis of the stock and highlights bullish and bearish trends to note into the earnings report. He offers an example options trade for Casey's. ======== Schwab Network ====...

Jim Tselikis and Sabin Lomac, co-founders of Cousins Maine Lobster, discuss how the company works with franchisees — and family. As Sabin explains, "we are still unpolished in many aspects," though he tells entrepreneurs to "just take the risk" on their own business aspirations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...