Schwab Network

Jessica Inskip expects Jackson Hole this week to be a big market mover. She also sees a potential path for interest rates during the meeting adding momentum to the homebuilder space, including Builders FirstSource (BLDR). After Home Depot's (HD) earnings rally, she sees Lowe's (LOW) growing revenue through home construction. Jessica later explains the "cyclical recovery" play and...

Gene Goldman compares the market to the football pre-season. He says ballooning valuations and thinning market breadth make Wall Street look weaker on the outside, though Gene says this is still a "buy the dip" market that will lead to strength down the road. He expects small and mid-cap companies to do very well, along with certain A.I. and cybersecurity firms. As for the Fed, Gene expl...

Earnings for Palo Alto Networks (PANW) strongly connected with investors after it posted an earnings beat and revenue slightly above estimates. Diane King Hall dissects the cybersecurity firm's report and explains how investor expectations on guidance play a central role in price action. Home Depot (HD) posted its first double miss in 10 years, though the stock rallied after the retailer reaff...

Dina Ting makes the case for mid caps outperforming large caps and small caps over the long term. She’s interested in the industrial sector, as well as names like Electronic Arts (EA), airlines, and more. She calls mid caps the “fabric of future competitiveness” that will benefit from AI down the road. Dina explains the criteria she uses to pick mid cap stocks, including what to look for in balanc...

Sam Vadas focuses on Toll Brothers (TOL) ahead of its earnings after hours Tuesday. She talks about the rising optimism in homebuilders seen in earnings from D.R. Horton (DHI) and Pultegroup (PHM). However, Tim Biggam explains why he believes bullish sentiment in the space is overblown. He offers an example options trade on Toll Brothers. ======== Schwab Network ======== Empowering every investor...

Christine Short is expecting Target (TGT) to post its fourth consecutive quarter of negative sales growth when it reports earnings Wednesday morning. The biggest weakness she sees in Target is the state of the consumer. Christine says Walmart (WMT) has more to offer with groceries and other consumer necessities, while Target focuses more on the discretionary side. Tom White offers example options...

According to Kevin Green, the SPX has been making lower lows as the index sees continued compression around the 6,440 level. Gold has been seen making lower highs as the metal also saw heavy consolidation over the past two to three months. However, Kevin says gold is reaching a "make or break" moment that can propel it higher or break down price action. Sticking with commodities, Kevin h...

Michelle Gibley reacts to the latest Russia/Ukraine news and points out that while Trump imposed additional sanctions on India over buying Russian oil, China, another big buyer, hasn’t been hit. So far, she says, the market does not seem concerned about escalation. Michelle compares the Chinese economy to the latest earnings we’re seeing out of their companies. She also talks about the strength of...

Kevin Hincks believes Monday's meeting between President Trump, Ukraine president Volodymyr Zelenskyy, and other European leaders was more productive than many expected. He says the amount of time dedicated to talks offer a bright spot for those hoping geopolitical tensions temper. Now many investors will turn their attention to Jerome Powell and the Fed at Jackson Hole, says Kevin Hincks. He...

Intel (INTC) continues to gain traction. Jenny Horne explains the $2 billion investment from SoftBank and how it firms support for the American tech company. She later touches on a Reuters report saying that Nvidia (NVDA) is developing an A.I. chip that it can sell to China. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

Target (TGT) earnings are set to report this week. Rick Ducat shows how it has underperformed Walmart (WMT) and the broader discretionary sector. Additionally, he compares Target's chart to some of the discount retailers like Dollar General (DG) and Dollar Tree (DLTR) which paints a similar picture. Later, Tom White illustrates a neutral trading strategy by way of an example iron condor trade....

Brad Conger makes the case for investing in European equities saying current valuations in the U.S. are stretched. He likes the European initiatives behind its defense spendings, particularly if the Ukraine/Russia conflict draws to a close. On the individual stock front, he points to Denmark-based Novo Nordisk (NVO) and the company's position in the weight-loss drug market. Brad also maps out...

Chinese automaker Xpeng (XPEV) demonstrated revenue growth in its latest earnings. Karl Brauer says they seem to keep launching high value vehicles and technology. He calls the company a “BYD Part 2” saying he’s impressed they are accomplishing this growth in the highly competitive China market. Karl says the big question remains in Xpeng’s big capex spend, saying people will want to see profitabi...

Kevin Green examines the equity and commodity reaction to ongoing geopolitical developments as heads of state joined Pres. Trump in the White House in attempt to broker peace between Ukraine and Russia. Later, KG turns his attention to Intel (INTC) as it has lined up governmental investments and Palo Alto Networks (PANW) following its latest earnings report. For the broader S&P 500 (SPX), Kevi...

Toll Brothers (TOL) reports earnings following Tuesday’s closing bell. Ben Watson constructs the technical layout on its charts and points out areas of foundation around $130. He says there is a “roof” of resistance in the short term around $138. On a longer term, he highlights the upward trend for TOL shares over the past few months. ======== Schwab Network ======== Empowering every investor and...

Ambassador Kristen Silverberg, president and COO of the Business Roundtable, notes what she calls "fragmentation" from tariffs impacts. She says A.I.-fueled companies have soared while other industries like manufacturing have slumped. Kristen talks about the impact uncertainty and complexity of tariffs have on the roundtable's 240+ CEOs and their companies. She gives her explanation...

It was a tight trading range for the major indices that showed mixed trading action by the closing bell. Palo Alto Networks (PANW) shined after hours thanks to a better-than expected earnings report. Dayforce (DAY) became the SPX's top performer on reports that it will be acquired, while Novo Nordisk (NVO) rallied after getting FDA approval for its Wegovy GLP-1 drug. One of the biggest laggard...

Federal Reserve Chairman Jerome Powell will take center stage at the Jackson Hole Economic Symposium, but don't expect a clear interest-rate cut signal just yet, according to Christopher Hodge. With the Fed's dual mandate data pulling in different directions, Hodge says Powell will likely strike a neutral tone in his speech. He also thinks the market is overpricing a September rate cut, an...

Terawulf (WULF) rallied to a 3-year high after it the Bitcoin miner owner expanded opportunities for its balance sheet. It's not just financials — partnerships added momentum to the company's rise. George Tsilis talks about the most recent development to Terawulf's cash flow and its evolving partnership with Alphabet (GOOGL). ======== Schwab Network ======== Empowering every investor a...

Palo Alto Networks (PANW) impressed investors with its earnings beat that included strong next-gen security ARR revenue year-over-year. Marley Kayden, Alex Coffey, and Kevin Green offer a closer look at the report for investors as numbers hit the wire. They discuss what metrics are behind the after-hours rally. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Charles Schwab's Collin Martin sets the foundation for what he's expecting to see from Jerome Powell and the Fed at Jackson Hole. He talks about the potential for the FOMC to update its expectations on the dual mandate and setting a framework for the rest of the year. Liz Ann Sonders turns to the inflation front and what investors should pay attention to as markets continue to digest last...

Kevin Green says Monday's session was one of the "top 5" most compressed trading days for the SPX. The index kept to a tight range that once again tested 6,440 as support but still had no chance to test 6,500 resistance. Part of that reasoning comes from light volume on the session. Kevin adds that volatility remains "relatively low" but notes that it typically ticks up thi...

Chedly Louis covers grocery inflation, starting with coffee and beef – we heavily import the former, and have a dearth of the latter. Egg prices have jumped because of avian flu, she says. In addition to domestic pressures, she talks about how tariffs will impact grocery prices and consumers. Chedly thinks large grocers are “better positioned to absorb tariffs,” with several levers available to th...

The market is in a holding pattern before the September Fed meeting, Craig Robson believes. He discusses how client asset allocations have changed in the last few years, shifting more into equities from money market funds. He explains how the ‘One Big Beautiful Bill’ is changing taxes for investors and business owners. Craig urges investors with money in AI to use the products themselves, emphasiz...

Ed Siddell expects at least 50 basis points in rate cuts by the end of the year. He foresees a market pullback in October but thinks the SPX could be close to $6,600 by the end of the year and anticipates a bull market for the next few years. “We still like AI, we still like tech,” he adds, favoring Alphabet (GOOGL) and Microsoft (MSFT), along with financials and small caps. ======== Schwab Networ...