Schwab Network

The market is balancing strong corporate fundamentals with rising macro risks, as AI winners pull ahead while others lag, according to Tiffany McGhee, CEO and CIO of Pivotal Advisors. She highlights pressure on forward guidance amid higher costs and points to defensive names like Procter & Gamble (PG) as key ways to navigate a more volatile environment. ======== Schwab Network ======== Empower...

Sam Vadas cites a talking point she's heard on the NYSE floor that a new trading acronym has evolved from the TACO trade to NACHO ("Not a Chance Hormuz Opens"). She and Kevin Green dissect the current sentiment around the ongoing conflict with Iran ahead of President Trump's visit to China next week. Later, KG dives into the preliminary May Consumer Sentiment data before breaking...

As the S&P 500 (SPX) looks to close out a 6th straight winning week, Adam Coons joins Nicole Petallides to discuss the state of the U.S. economy. He weighs in on the April jobs report, saying "the economy is doing just fine" and coming out of the post-pandemic over-hiring. Adam says AI might be a scapegoat for some job cuts. On the earnings front, he says momentum is "backed by...

Steven Dickens sits with Nicole Petallides to dive into some underappreciated players in the AI investment theme including IBM (IBM), Teradata (TER) and even Amazon (AMZN). He talks about the inertia AI capex spending from the Mag 7 names has on secondary derivatives, calling them "hidden gems." On Nvidia (NVDA), Steven says the company has proven they're not on a "short-term ru...

Cloudflare (NET) says it is slashing more than 1k jobs, something Diane King Hall reports is indicative of a shift to an agentic AI model. She reacts to the stock's plummet after a 1Q earnings beat before turning attention to another stock under pressure in The Trade Desk (TTD) admitting "there's not much to excite investors." Meanwhile, for Coinbase (COIN) Diane points to contin...

Kevin Hincks weighs in on "another strong jobs number" as April's figures beat expectations. He calls it a payrolls figure dominated by private sectors, pointing to a loss of 9k federal government jobs in the prior month. Kevin does highlight the manufacturing jobs loss as somewhat of a surprise given stronger earnings numbers from industrial names like Caterpillar (CAT). Later, he s...

Circle (CRCL) reports earnings on Monday and the blockchain-pioneer is the focus on Friday's Options Corner. Rick Ducat looks at the technical setup ahead of the print, highlighting a narrowing range between $89-$98 as a recent support zone to monitor on any downside movement. Later, Rick demonstrates an example options trade with a neutral to bearish tilt using a call vertical. ======== Schwa...

With elevated energy prices impacting Americans at the pump, Mabrouk Chetouane discusses the tentative ceasefire holding between Iran and the United States. He actually says the situation is worse in Europe and the energy shock could worsen depending on the situation brewing in the Strait of Hormuz. Mabrouk says that another player to watch should be China as it has a greater dependency on oil fro...

Immediately following an April jobs report that checked in better than expected, Ben Emons joins the Schwab Network set at the NYSE to break down the numbers. He says "this is a great report" and that the economy "is really showing us this on the move growth." Ben talks about the trickle down effect taking place from AI adoption in various segments of the labor market. He says...

Frances Newton sits down with Diane King Hall at the NYSE to extricate and understand the reasons behind recent market surges. Frances focuses on the tech sector outperformance with the rise of AI adoption, the upcoming change at the Federal Reserve as well as global geopolitical issues. When asked if there could be a moment to get caught flat footed with oil volatility, Frances points to lagging...

While investors and traders await April's jobs report, Friday's premarket climb catches the eye of Kevin Green. He and Diane King Hall discuss the setup heading into the weekend before breaking down a slew of earnings movers in Cloudflare (NET), Akamai (AKAM), The Trade Desk (TTD) and CoreWeave (CRWV). For Friday's trading action, KG is looking at a wider range with 7420 call flows to...

Rachel Dashiell dials up the chart of Applied Materials (AMAT). On a longer-term chart, she shows a "beautiful uptrend" over the last 6 months. Should shares pull back, she identifies long-term support around the 50-day moving average near $370. Rachel also adds the relative strength study versus the information technology group to show a bit of weakening against the overall sector. ====...

CoreWeave (CRWV) and Coinbase (COIN) report their latest quarterly numbers. And, President Trump reportedly adds a large number of CEOs to next week's trip to China. Marley Kayden shares the latest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Do...

Marley Kayden and Sam Vadas close out Thursday's market action with a glimpse at the energy markets as crude oil prices continue to be volatile with back-and-forth updates out of the Middle East. Plus, the pair preview Friday's highly anticipated jobs report with April's non-farm payroll numbers expected to add about 55k new jobs. ======== Schwab Network ======== Empowering every inves...

George Tsilis joins Marley Kayden and Sam Vadas to examine Cloudflare's (NET) plummet after a 1Q earnings beat. George says it was "not enough" as momentum and valuation may have hurt the stock going into the report. He says the gross margin figures could be something to monitor moving forward following a miss by 300 basis points. With shares falling dramatically after the report, Ge...

The Trade Desk (TTD) earnings hit the wire first to kick off Schwab Network's postmarket earnings coverage. Shares fell after the release, with its adjusted EPS figures missing expectations. Kevin Green, Sam Vadas and Marley Kayden provide instant reaction to the numbers before turning attention to CoreWeave (CRWV). KG says the market is focusing on CRWV's revenue backlog and the company&#...

Gil Luria says OpenAI's funding round and enterprise product should still make it one of the biggest AI companies around. He and Sam Vadas discuss the company's eventual IPO, which Gil believes will come after Elon Musk's SpaceX. Gil examines the infrastructure buildout and compute abilities required to power the continually evolving ChatGPT models coming to market. He compares the com...

Healthcare is regaining momentum as innovation—especially AI‑driven drug discovery—creates new growth opportunities, according to Shivani Vohra. She points to obesity treatments from Eli Lilly (LLY) and Novo Nordisk (NVO), advances in diagnostics from Natera (NTRA), and continued strength in med tech leaders like Intuitive Surgical (ISRG) and Edwards Lifesciences (EW) as key areas of expansion. ==...

Bitcoin breaks above $80,000 as institutional inflows accelerate, signaling renewed strength in crypto markets. Adam Lynch highlights Bitcoin’s role as a macro asset, Ethereum’s upside in DeFi, and growing focus on Coinbase (COIN) ahead of earnings as volatility and regulatory catalysts build. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

Carter Braxton Worth stops by the Schwab Network NYSE set to discuss using individual stock volatility to generate options income. He speaks about his recently launched Worth Charting Options Income ETF (WRTH) and the strategies facing traders in today's options markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not s...

Ahead of CoreWeave's (CRWV) earnings report, Cory Johnson joins The Watch List with his Tech Spotlight takeaways. He calls CRWV "such an interesting company." He underlines the fact that it is doing all of the right things on the surface for AI technology, but under the surface says there are questions about its loans, debt and borrowing practices. Cory later chimes in on the upcomin...

McDonald’s (MCD) is navigating a split consumer environment by balancing value offerings with premium pricing as shoppers trade down from fast‑casual chains like Chipotle (CMG) and Shake Shack (SHAK). Jacob Aiken‑Phillips and Bryan Gildenberg highlight strong sales and loyalty growth, while warning that rising input costs and wage pressures could weigh on margins as competition from Texas Roadhous...

Noah Greenberg explains how generative AI is reshaping search, shifting focus from traditional SEO to visibility within AI‑driven recommendations. He outlines how brands must prioritize fresh, data‑driven content and third‑party validation to stay relevant as platforms like Alphabet (GOOGL) and Microsoft (MSFT) evolve beyond links to direct answers. ======== Schwab Network ======== Empowering ever...

Coinbase (COIN) is struggling alongside Bitcoin's underperformance in 2026 as retail interest fades and competition intensifies. LikeFolio's Landon Swan highlights weakening engagement, margin pressure from lower fees, and a growing disconnect between COIN and crypto prices, while noting the company’s push into AI and cost cuts as it tries to navigate a prolonged downturn alongside rivals...

Trex (TREX) is expanding aggressively in the outdoor living market, betting on premium products and new categories to drive growth. CEO Adam Zambanini joins Marley Kayden to discuss the company. He talks about how Trex is leaning on pricing power, innovation, and expansion into regions and fire‑resistant materials to offset pressure from a mixed consumer backdrop. ======== Schwab Network ========...