Schwab Network

Andy Swan from LikeFolio discusses social sentiment trends on Apple (AAPL), stating we've never seen consumer demands accelerating like this before. He believes Apple dropped the ball on AI, and WWDC 2026 will be a game changer if the Mag 7 company can demonstrate strong use cases for the tech. Andy also comments on the CEO transfer as Tim Cook plans to step down from the role in September. ==...

John Deal and Melissa Armo discuss the Iran conflict and the spike in crude oil futures overnight after the Iran & Israel exchange fire. State media out of Iran says they will pull back military operations against Isreal. John says he's not worried about oil prices but rather the ripple effects that will come after. Melissa believes an escalation is still possible and touches on the Fed&#3...

Compressed volatility and a re-energized AI trade showed strength in a month that typically exudes weakness, says Charles Schwab's Joe Mazzola, who breaks down the latest STAX report. He points to an uptick in call buying activity as a clear signal of that optimism but warns it also leads to violent pullbacks, seen in last Friday's sell-off. Joe adds that AI chips led momentum with three o...

Joe Tigay walks us through today's Big 3 by starting with Siemens (SIEGY) as an opportunity utilizing drone technology. He also likes Palantir (PLTR) due to its strong stock rebound potential, and Constellation Energy (CEG) in the AI data center buildout. Rick Ducat walks us through technicals in the stock charts. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Anthony Saccaro says the Fed faces a tough choice between cutting too soon or waiting too long. He warns inflation, especially from higher energy prices, remains a key risk. He also calls the market overinflated and outlines opportunities across AI, financials, and healthcare, including weight loss drugs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...

Mark Vitner says strong jobs data points to a resilient economy and a steeper yield curve. He expects the Fed to stay on hold as inflation cools and tightens real rates. He also highlights a broader manufacturing recovery beyond AI, supporting stronger growth in the second half. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

It's Siri's last chance to impress at Apple's (AAPL) WWDC 2026 event, argues Robert Cantwell. He points to increasing competition from chatbots, including those from upcoming IPOs in Anthropic and OpenAI, putting pressure on the Mag 7 company to accelerate its AI software capabilities. Robert has his eye on tentative deals to give Apple an edge. George Tsilis offers an example options...

"We still expect the Fed to be on an extended pause," says Charles Schwab's Collin Martin. Persistent inflation and a stronger-than-expected jobs market create a tricky situation for a Kevin Warsh-led Fed, though Collin believes jobs need to show more weakness for an interest rate hike to manifest. He later outlines portfolio strategies to consider in corporate bonds and preferred se...

Marley Kayden walks investors through Nvidia's (NVDA) new partnerships with several South Korean firms, including SK Hynix. According to Nvidia CEO Jensen Huang, we're at the beginning of the AI infrastructure buildout and the first AI factory is set to come online as soon as 2027. Prosper Trading Academy's Charles Moon walks us through an example options trade. ======== Schwab Network...

Jeff Mortimer, CIO of Elyxium, breaks down recent market volatility, tying the sell-off to strong labor data, geopolitical tensions, and rising oil prices. He urges investors to rebalance, take profits, and rotate into lagging areas. He also highlights election cycle seasonality and the role of oil in shaping inflation and Fed policy. ======== Schwab Network ======== Empowering every investor and...

Diane King Hall discusses this morning's top moving stocks, including Micron (MU), which saw a doubled price target at Wells Fargo. SanDisk (SNDK) also saw some bullish optimism from analysts, adding power to the AI memory trade. Diane then turns to healthcare movers like Eli Lily (LLY), which rallied after its Foundayo drug showed strong weight loss results for women in perimenopause. =======...

SanJac Alpha CIO, Andrew Wells, says the market is overpricing a rate hike, arguing inflation is a supply shock, not demand-driven. He expects the Federal Reserve to stay patient under new leadership and points to strong economic resilience and healthy credit markets. He also cites similar views from Morgan Stanley’s Mike Wilson. ======== Schwab Network ======== Empowering every investor and trade...

Wall Street's seeing a rebound rally into a new trading week. Kevin Hincks says the markets are "feeding" off key levels in many stocks like Nvidia (NVDA) and other Mag 7 peers have hovered around in recent weeks as geopolitical fears appear to wane. As a Fed "quiet period" begins, Kevin explains the path ahead he sees for Kevin Warsh and interest rates. ======== Schwab Net...

Paramount Skydance (PKSY) shares have fallen 50% from last year's all-time high as it and Netflix (NFLX) saw a months-long clash to acquire Warner Bros. Discovery (WBD). Rick Ducat highlights key support and resistance levels and offers an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are...

Jim Neesen walks investors through the state of the IPO market and why he still sees plenty of promise for this corner of Wall Street. The discussion comes as SpaceX sets to make its public market debut later this week. Jim sees companies like SpaceX, Anthropic, and OpenAI as "transformative" to the U.S. economy. ======== Schwab Network ======== Empowering every investor and trader, ever...

Volatility being elevated throughout the start of 2026 offered more leverage for bulls to take command of price action, says Arnim Holzer. However, he believes investors now need to find ways to manage risks as concentration builds in the AI space. He offers insight into strategies he and his firm use to explain how you can balance your portfolio. ======== Schwab Network ======== Empowering every...

Futures show signs of life into Monday's opening bell after steep selling action on Friday. Jenny Horne says it signals a shift in focus of AI beneficiaries as breadth remains narrow. She touches on geopolitical movers in Iran and its state media saying it will end military operations against Israel. In equities, Nvidia (NVDA) is creating headlines again after announcing partnerships with seve...

AMD Inc. (AMD) is making a short-term recovery after a recent stumble in the stock price. Shares are still up over 115% so far this year. Charles Schwab's Rachel Dashiell talks about the bullish momentum she sees forming in a "bearish regime." She highlights the six-month stock chart to offer more perspective in key support and resistance levels. ======== Schwab Network ======== Empo...

Nvidia (NVDA) CEO Jensen Huang pointed to Marvell (MRVL) as the next $1 trillion company. George Tsilis tests Huang's comments by highlighting the company's balance sheet and partnerships as key tests for forward momentum. George says Marvell is in great positioning as its business sits in many parts of the evolving AI trade. One issue he takes with forward momentum: valuation, which he se...

Broadcom (AVGO) finishes the week down despite hitting record revenue, Hewlett Packard Enterprise (HPE) rallied when the company reported better than expected earnings, and Alphabet (GOOGL) slid trying to fund its new infrastructure buildout. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.co...

Marley Kayden discusses labor market data that beat expectations, with 172,000 jobs added. She also notes Bitcoin hitting the $60K level, though it remains roughly 50% below last year’s highs. ======== 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.ap...

Brian Kessens breaks down the energy sector’s leadership, driven by geopolitical tensions and rising oil prices. He highlights the U.S. advantage in energy and the growing importance of natural gas to meet surging power demand, especially from data centers. Kessens also points to energy infrastructure names as attractive for both growth and income through strong cash flow, dividends, and buybacks....

Martin Leinweber discusses the state of the crypto market. He breaks down what Strategy's (MSTR) Bitcoin sale indicates about crypto, believing it was a psychological decision more than strategic. Martin notes there are coins better than Bitcoin right now and people should pay attention. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

Lisa Flicker discusses how the latest jobs report underscores a shift from cheap capital to human capital, placing greater emphasis on leadership and the return on people. She explains how higher borrowing costs are elevating talent as a key competitive advantage, while AI is expected to enhance productivity rather than replace strategic roles. The conversation highlights how this shift could resh...

GMO’s Warren Chiang outlines opportunities in deep value investing, targeting the cheapest half of already discounted stocks. He explains how GMO’s models help avoid value traps by focusing on asset quality and growth across mid- and large-cap names. Chiang also highlights tactical rotation and positions ETFs GMO International Value (GMOI) and GMO U.S. Value (GMOV) as long-term trades on market di...