Schwab Network

Crypto "Known Unknowns" in AI Selloff, Inflation & Midterm Elections

Jenny Kovacs and Charles Schwab's Jim Ferraioli discuss how crypto markets respond to uncertainty — from known risks like inflation and tariffs to unknown shocks like the

Stock Market Today: CRWV Earnings Surge, NVDA Rebounds, SMCI Rallies

Wall Street investors pushed CoreWeave (CRWV) significantly higher following the neocloud company's earnings. Nvidia (NVDA) rebounded after the Big Tech giant plunged in

Wednesday's Final Takeaways: MSFT Against Chinese Data Center Tech Ban

Microsoft (MSFT) is pushing back against a tentative U.S. ban against Chinese data center technology. Sam Vadas explains why the Mag 7 giant is making the call now. Meanw

CRWV & NVDA: AI Demand Isn’t Slowing Down

Matt Bryson breaks down CoreWeave (CRWV) and Nvidia (NVDA), pointing to strong AI hardware demand despite financing concerns. He remains bullish on Nvidia ahead of earnin

COST, WMT & the Search for Inflation-Proof Stocks

Sarah Henry discusses sticky inflation, the outlook for rates and positioning for 2027. She highlights Costco (COST) and Walmart (WMT) as resilient consumer names while e

Holuta: Optimistic Market Outlook "Probably Won't Be a Straight Line"

Nick Holuta reflects on the broader market over the past month, pointing to heavy hedge fund selling leading into the election and an AI selloff that added fuel to the fi

Charts to Watch: SPX, LMT, LOW

Charles Schwab's Kevin Horner breaks down key technical levels for the S&P 500 (SPX), Lockheed Martin (LMT) and Lowe’s (LOW). He sees improving setups in Lockheed Martin

Bernhard Koepp on AMZN, META, COST & Limiting Downside Risks Through ETFs

Bernhard Koepp breaks down the Buffered Bulldog ETF (ACJL), which pairs dominant companies with downside protection. He remains bullish on AI while highlighting Amazon (A

Quantum Corp. (QMCO) CEO on Earnings, Hyperscaler Demand for AI Memory

Hugues Meyrath, president and CEO of Quantum Corp. (QMCO), talks about the company's earnings beat and how AI memory demand is behind a 43% year-over-year revenue surge.

Schein: AI Demand Key to Market Growth, AMAT Earnings to "Exceed" Expectations

Robert Schein, chief investment officer of Blanke Schein Wealth Management, says Wednesday’s “relief rally” is being supported by earnings growth, with continued AI deman

Ca$htag$: TSLA, GOOGL, DASH Becoming Key UBER Disruptors

In a vacuum, Uber Technologies (UBER) is doing really well, says Andy Swan of LikeFolio. When you zoom out, he says autonomous driving is proving to be a true threat. And

Don Gentile on CRWV Levers of Growth Amid Margin, Financing Concerns

CoreWeave (CRWV) earnings opened a floodgate for bullish momentum in the neocloud space after what HyperFRAME's Don Gentile calls a substantial boost in demand. The quest

AI Demand Sustainable? CRWV Earnings Beat, Backlog Raises Questions

CoreWeave (CRWV) “simply delivered,” says Ron Westfall, citing its earnings beat and growing backlog. Megan Villanueva adds that the backlog shows demand from AI companie

James Kostulias Discusses Charles Schwab 4Q Retail Client Sentiment Report

Charles Schwab's James Kostulias turns to the firm's fourth-quarter sentiment survey, which he says shows short-term bearishness but long-term bullishness. He believes in

Ward: Healthcare, Dividends Strong as Tech Takes a "Breath"

Chris Ward, founder and senior wealth advisor at EntryPoint Wealth Management, sees a turning point in market leadership. He expects a shift from technology, which "has t

The Big 3: JPM, DAL, AMD

TheoTrade's Don Kaufman sees pressure ahead for financials amid the potential for a yield-curve inversion, taking a bearish stance on JPMorgan Chase (JPM). He's also bear

MRVL Buying LITE for $115B Worth It? Bull Case Hinges on AI Compute Demand

Tony Zipparro says the stock market "does not like" Marvell (MRVL) buying Lumentum (LITE) in a jaw-dropping $115 billion all-stock offering. He explains how the stock's r

CRWV Surges on Earnings, Scott Bauer Says Stock Market Not "All Clear"

CoreWeave (CRWV) shares jumped over 20% after reporting mostly positive earnings, and Marley Kayden says the rally is lifting other neocloud companies like Nebius (NBIS)

"It's Hard to Get Too Bearish" on AI, Bitcoin Tells Another Story for Crypto

Nathan Peterson of Charles Schwab discusses what he calls a "relief bounce" in the stock market Wednesday, led by AI stocks. He points to CoreWeave (CRWV) as the catalyst

Ben Emons: 50 Basis-Point Hike 'Debatable' with 'Hotter and Hotter' Inflation

Ben Emons, CIO and founder of FedWatch Advisors, says inflation is "getting hotter and hotter" with "torque" from food, auto, and other costs, making a 50-basis-point Dec