Schwab Network

Jenny Kovacs sits down with Charles Schwab 's Jim Ferraioli to discuss how midterm elections and a tentative change of Congressional leadership will impact Bitcoin, Ethereum, and other cryptocurrencies. Jim makes the case the "noise" will have less of an impact than many investors believe, though a tentative selloff is something he sees creating a "buyable dip." He then tur...

Investors now have their first round of Mag 7 earnings with Meta Platforms (META) beating Wall Street estimates and doubling down on AI endeavors. Tesla (TSLA) beat but took a hit in its energy business. Marley Kayden, Sam Vadas, and Kevin Green turn to the Big Tech movers and explain how the reports will shape the tech sector ahead. They also turn to earnings from IBM Corp. (IBM), Lam Research (L...

It's another big evening for Big Tech earnings. Marley Kayden takes investors through the key metrics in reports from Meta Platforms (META), Tesla (TSLA), and IBM Corp. (IBM). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/ap...

Nvidia (NVDA) CEO Jensen Huang is doubling down on the Big Tech giant's data center involvement through a slew of announcements at GTC in Berlin, including a new partnership with Dell Technologies (DELL). In South Korea, Elice rebounded after a disastrous IPO debut in public markets. Marley Kayden and Sam Vadas take investors through their final takeaways of the session. ======== Schwab Networ...

CarGurus’ Kevin Roberts says auto affordability remains strained, with buyers gravitating toward lower-priced and used vehicles even as demand holds up at the high end. He highlights hybrids as the strongest-growing powertrain, led by Toyota, while automakers recalibrate EV strategies toward cheaper models. Roberts also discusses Chinese EV competition, rising ownership costs and the shift of pric...

Chi Chen says the bond market may be pricing in too much Fed tightening, as higher rates are already pressuring interest-sensitive areas like housing while inflation remains driven by factors rates may not easily fix. She says the AI investment boom is supporting economic growth and creating significant new debt issuance, though AI could ultimately become a deflationary force. Chen also sees corpo...

Charles Schwab's Kevin Horner breaks down key technical levels for the S&P 500 (SPX), with a sustained break above 7,800 potentially opening the door to 7,975. He also sees bullish setups in ServiceNow (NOW), which could target 166, and Ulta Beauty (ULTA), where a break above 625 would strengthen its uptrend. The charts continue to show improving momentum and higher lows. ======== Schwab N...

Amplify ETFs CEO Christian Magoon highlights growing investor interest in concentrated thematic ETFs targeting cybersecurity, semiconductors, Asian memory, quantum computing and robotics. He says AI is fueling cybersecurity demand, helping the Amplify Cybersecurity ETF (HACK), while the firm’s Top 10 ETFs aim to provide higher-conviction exposure without single-stock risk. Magoon also sees concent...

Sean Cudahy breaks down United Airlines (UAL) after earnings, as resilient travel demand helps carriers offset higher fuel and operating costs with stronger pricing. He highlights United’s push into Starlink Wi-Fi, airport lounges and its MileagePlus loyalty and credit card ecosystem to attract customers. Cudahy says disciplined capacity and continued consumer spending could help United remain one...

The speed of Meta Platforms' (META) earnings growth and profitability path of its Muse AI will be the biggest topics Gil Luria of D.A. Davidson will watch the closest. Meta's CapEx plans are still important as well, especially if the Mag 7 company plans on crating more enterprise scale AI products. Competition from Alphabet (GOOGL), Apple (AAPL), and OpenAI serve as a key headwind. That sa...

Alicia Reese says Netflix (NFLX) remains well positioned despite an uninspiring quarter, with strong retention and limited churn following price increases. She sees advertising as the next major growth driver, supported by live sports, licensed content and Netflix’s global reach. Reese believes the stock is near a trough, but says Netflix needs to improve its ad-tech platform to fully unlock the o...

Landon Swan of LikeFolio believes the future for Tesla (TSLA) is really bright with its future prospects in autonomous driving, robotics, and even flying cars through its Roadster demo. He uses his firm's data on consumer sentiment for Tesla and compares it to the stock price to show the opportunity he sees for investors. As Landon also notes, all of this is happening amid merger talks between...

TheoTrade's Don Kaufman remains a bear for today's Big 3 on expectations that sell-side activity will ramp in the coming trading sessions. He sees a fade occurring in the SPDR Financial Sector ETF (XLF), housing affordability issues impacting Toll Brothers (TOL) long-term, and Alibaba (BABA) continuing a strong downward trend. Don offers example options trades for his picks while Kevin Green takes...

John Conca and Kenneth Suh break down Netflix’s (NFLX) earnings as slowing U.S. engagement, weaker ad revenue and softer guidance overshadow strong margins and cash flow. They discuss competition for viewing time from YouTube and TikTok, and why Netflix may need bigger content swings through licensing deals, live events and sports. Despite concerns that slowing growth could signal a structural cha...

Tom Essaye breaks down how Middle East disruptions have tightened global helium supplies and pushed prices higher. He explains why the shortage isn’t likely to meaningfully move CPI or core PCE, but could raise costs for semiconductor and memory production at a time when AI infrastructure is already getting more expensive. With helium critical to chip fabrication, prolonged shortages could reduce...

Can earnings growth outrun the cost of money? Jeffrey Small says it's getting harder to justify equity investments due to the climb in interest rates, crude oil, and Treasury yields. Meta Platforms (META) earnings and how it will monetize AI is something Jeffrey believes will be a key bellwether in maintaining a strong stock market pulse. Jeffrey remains a bull in Microsoft (MSFT) so long as A...

Jack McRoskey calls Meta Platforms' (META) story one of the most interesting in the stock market. With the company's Muse agent proving itself as an AI success story, he says all eyes will turn to the social media giant's future AI outlook, including whether CapEx increases again. Jack argues the earnings will act as a rising tide lifting all boats in the AI trade if the Mag 7 giant ra...

Netflix (NFLX) posted a double miss on earnings, a report that has investors shaping their outlook on the streaming giant as companies like Skydance (SKYD) pose a larger threat to the company's bottom line. Marley Kayden takes investors through the key metrics in the report and readjusted price targets from analysts. Prosper Trading Academy's Scott Bauer takes investors through an example...

Mark Headley argues investors should diversify away from an overweight U.S. position as valuations, higher rates and uncertainty around the AI trade create headwinds. He sees emerging-market opportunities across China, India, Taiwan and Korea, including AI-related names such as Samsung, SK Hynix (SKHY) and TSMC (TSM). Headley remains selective on China as its property crisis weighs on consumers an...

Rachel Dashiell Charles Schwab notes a break in market breadth trends in the S&P 500 (SPX), though the amount of stocks trading above their 200-day SMA is improving. However, volatile downtrends amid lower volume across the index can push the S&P toward its 100-day and even its 200-day SMA. All that said, Rachel sees the possibility this also leads to a year-end rally based on historic tre...

SpaceX (SPCX) shares continue to fly higher on Wednesday's session as investors see the company's earnings beat, lower CapEx, and tentative Tesla (TSLA) merger as positive signs for the company. Kevin Green tells investors to keep an eye on both SpaceX and Tesla as merger talks materialize, making the case they will trade in tandem until there's a tone shift. Super Micro (SMCI) and its...

All of Diane King Hall's top movers to start Wednesday's trading day highlight a cautious tone. AT&T (T) sold off even after a beat and raise quarter due to a cut in its subscriber base. Diane discusses how a volatile energy trade hit United Airlines (UAL) earnings and explains why Arete issued a double downgrade for Fortinet (FTNT). ======== Schwab Network ======== Empowering every in...

Dolly Lenz and Jenny Lenz break down a housing market strained by high mortgage rates, weak builder confidence, falling sales and a severe lack of supply. They explain why luxury real estate remains resilient, why new construction may offer buyers better opportunities, and why they don’t expect mortgage rates below 7% anytime soon. They also discuss the lock-in effect, affordability challenges for...

SpaceX (SPCX) is the stock of Wednesday morning, according to Kevin Hincks, who discusses the company's earnings beat and comments from CEO Elon Musk about merging with Tesla (TSLA). Kevin addresses what the tentative merger means for both companies and why it's not a "done deal," even as Tesla incorporates SpaceX tech with its Roadster vehicle. Crude oil shows continued signs of...

Tim Holland, CIO at Orion, remains bullish into year-end, pointing to strong earnings momentum, favorable seasonality and improving market breadth. He sees the AI CapEx and data center buildout continuing despite political and regulatory risks, while warning that a sharp spending slowdown could challenge earnings, valuations and large-cap tech. Holland also favors diversification through core fixe...