Schwab Network

122,000 private payrolls jobs were created in May, beating expectations in a time where investors are highly focused on the labor market. Kevin Hincks highlights the reports and talks more about the importance of the numbers. Crude oil prices spiked Wednesday morning as U.S. and Iran tensions escalate in another round of strikes. ======== Schwab Network ======== Empowering every investor and trade...

Like many other chipmakers, Broadcom (AVGO) has vastly outperformed the S&P 500 (SPX) in recent weeks, though Rick Ducat considers it a laggard compared to some peers. He talks about potential moves in shares once Broadcom reports earnings and walks investors through the "atypical" set-up into the report. He then turns to an example options trade for the stock. ======== Schwab Networ...

Samsung is a name U.S. investors need to pay more attention to, argues Molly Pieroni. The South Korean tech firm's ties to the AI memory trade make it a critical player in what many experts consider a buildout bottleneck. Molly also likes PayPal (PYPL) as a strong contender to take plenty of market share in the fintech space. ======== Schwab Network ======== Empowering every investor and trade...

Charles Schwab's Rachel Dashiell points out a "descending triangle" forming in Chipotle's (CMG) stock, creating uncertainty for price direction. She offers more insight by taking investors through two charts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Down...

Markets are facing a conundrum of overbought technicals, says Tom White when analyzing the price action on Wall Street. He urges caution for traders in the short term. That's not stopping earnings from muscling strength, seen in Palo Alto Networks' (PANW) beat despite a pullback in shares. Tom also notes GitLab's (GTLB) earnings beat and announcement of job cuts. Macy's (M) posts a...

Marvell (MRVL) stole the spotlight after Nvidia (NVDA) CEO calls them "The next trillion dollar company." Intuit (INTU) shares trade lower after being downgraded and Palo Alto Networks (PANW) was on the move after reporting an earnings beat. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabn...

Marley Kayden discusses the JOLTS reports showing job openings surged in April the highest they have in two years. Sam Vadas talks about European chip maker STMicroelectronics (STM) hitting record highs after earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...

Bill Drolet examines how Meta Platforms (META) is setting the corporate blueprint for AI-driven restructuring, replacing middle management with lean, high-execution AI pods — a model with sweeping implications for the insurance and healthcare sectors. With Cisco Systems (CSCO) and others watching closely, the next 12 to 18 months will determine whether these leaner operational models can justify A...

JoAnne Bianco argues that bond vigilantes are already doing the Fed's heavy lifting, pushing yields higher and buying policymakers time ahead of the June meeting. Rather than chasing long-dated treasuries, she makes a counterintuitive case for high-yield and short-to-intermediate duration ETFs, with emerging market sovereign credit standing out as a top performer offering both income and price...

As the IPO buzz reaches a fever pitch with companies like SpaceX set to hit public markets, Ben Emons turns his focus to Anthropic's highly anticipated debut with a tentative $1 trillion launch. It comes as the AI trade experiences deep "euphoria," but not a "peak," says Ben. He makes the case that the Claude parent company will serve as a "reality check" with its...

Matt Miskin cautions that beneath the surface of a blowout JOLTS report — including a two-year high in job openings. However, stagnant hiring and quit rates reveal a labor market far looser than headlines suggest. He argues that ongoing fiscal stimulus is acting as a sugar rush for the economy, and that the Fed may lean on bond vigilantes rather than rate hikes to tighten conditions. ======== Schw...

Sid Powell breaks down the latest crypto report, noting market worries, possible cash flow pressures, and Strategy (MSTR) selling Bitcoin for the first time since 2022 while still down 70% from its 52-week high. He talks about the causes of Bitcoin's recent weakening and whether a rebound could enable continued equity sales and what it signals moving forward. ======== Schwab Network ======== E...

Despite Palo Alto Networks (PANW) and CrowdStrike (CRWD) having valuations that continue to expand, Phil Palumbo doesn't see an issue as long as the outlook for cybersecurity stays strong. If a correction takes shape, Phil calls it a buying opportunity. He considers Microsoft's (MSFT) enterprise tech reach as a strong Mag 7 opportunity, while listing Uber Technologies (UBER) as a cheap tec...

Brett Husslein and Burt Flickinger examine how value-seeking behavior has spread across every income level, driving even high earners toward discount retailers like Dollar General (DG) and Dollar Tree (DLTR) while big-box leaders Walmart (WMT), Target (TGT), and Costco (COST) brace for tariff and fuel headwinds. Flickinger paints a sobering picture of American households stretched to the limit — c...

Keith Fitz-Gerald introduces the Fitzgerald Group Must-Have ETF (FITZ), a concentrated, high-conviction fund built on the premise that conventional diversification manages fear rather than captures growth. By screening over 650,000 securities down to 20-30 essential holdings — including Apple (AAPL), Chevron (CVX), Nvidia (NVDA), and Palantir (PLTR) — the strategy targets the small fraction of sto...

Tom White discusses massive options activity in Amazon (AMZN), Alphabet (GOOGL), and Intel (INTC) as all three stocks pull back from record highs. He highlights news flow in Amazon and Alphabet both growing their AI cloud services, while turning to Intel's strong call buying activity on down days. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

Brian Dammeir explore how AI is rapidly evolving from novelty chatbot to functional financial co-pilot, with platforms like OpenAI and Perplexity becoming go-to tools for personal wealth management. Dammeir makes the case that secure data connectivity and generative AI will soon replicate the nuance of human advisors — at a fraction of the time. ======== Schwab Network ======== Empowering every in...

LikeFolio's Megan Brantley examines how Ulta Beauty (ULTA) is caught in a K-shaped recovery, losing ground to both the luxury appeal of Sephora and the value positioning of e.l.f. Beauty (ELF) as middle-class consumers feel the squeeze. Despite the headwinds, resilient digital demand and the historically recession-proof lipstick index keep the outlook cautiously balanced ahead of quarterly res...

Antoine Legault discusses the quantum computing trade, highlighting growing industry adoption, U.S. government support and new technology developments from companies like Nvidia (NVDA) and Foxconn. He names IBM Corp. (IBM), IONQ, Inc. (IONQ) and D-Wave (QBTS) as key stocks to watch, while noting that leadership in the space could shift significantly over the next three years. Antoine also warns th...

Christopher Davis and Steven Dickens break down why HPE's (HPE) 21% surge and $5 billion AI systems backlog represent a genuine infrastructure mega-trend, with the Juniper Networks acquisition emerging as a quiet profit driver. They widen the lens to Dell Technologies (DELL), Cisco Systems (CSCO), and Lenovo, making the case that supply chain execution and software integration — not hyperscale...

Prosper Trading Academy's Mike Shorr walks us through today's top three trades highlighting Applied Optoelectronics (AAOI) for its gradual growth. He also discusses why he remains hopeful on Kratos Defense (KTOS) despite its recent underperformance, citing the long term opportunity in its industry, and why he sees additional upsides ahead for GE Aerospace (GE). Rick Ducat walks us through...

Eddie Ghabour shares his key takeaways from recent market action, warning that stronger inflation and economic growth could push the 10-year treasury yield higher and trigger market correction this summer. He identifies small-cap stocks as one of the most vulnerable areas of the market and explains how investors should navigate the current environment. Eddie also discusses what he's watching f...

Paul Meeks breaks down the cybersecurity trade ahead of Palo Alto Network (PANW) earnings. He explains how Anthropic's models initially pressured cybersecurity stocks as investors feared AI could disrupt the sector, and discusses the broader impact of on names like Palo Alto and CrowdStrike (CRWD) ahead of earnings. Tom White walks us through an example options trade for Palo Alto Network. ===...

Charles Schwab's Michelle Gibley says global growth is improving thanks to the AI CapEx boom and the manufacturing industry. The sustainability of stock gains is the big question Michelle has when looking at forward expectations. She notes foreign investors selling for eight straight weeks as a short-term headwind for South Korea as SK Hynix and Samsung surge overseas. Michelle adds that China...

Jake Dollarhide, CEO of Longbow Asset Management, warns that AI mania is turning the stock market into a casino, with inexperienced capital pushing names like Marvell (MRVL) and Hewlett Packard Enterprise (HPE) dangerously far from fundamentals. He makes the case for rotating out of overextended tech and into a 60/40 portfolio anchored by investment-grade corporate bonds, as the Fed faces renewed...