Schwab Network

Misha Putiatin on Wall Street Adding Blockchain Exposure, Headwinds Ahead

Is Wall Street officially moving "on chain?" Misha Putiatin examines the uptick in institutional blockchain exposure and the next steps he wants to see for exposure to in

Beyond SK Hynix & Samsung: Why xETFs is Adding Exposure to South Korean Tech

Johnny Wu of xETFs explains why his firm created the its Korea AI Semiconductor ETF (KSMH) and the upside he sees ahead for the country's memory trade. As he explains, th

Bitcoin's 'Referee' Status Between Crypto & U.S. Policy, Volatility Ticks Down

Sam Callahan, director of Bitcoin strategy at OranjeBTC, explains his take on the cryptocurrency's resurgence as it crosses back above $80,000. As he states, "pay attenti

Dovish Fed Comments, MSTR Buying More Bitcoin Lifts Crypto Space

Adam Lynch of Charles Schwab says September tends to be a slower month for cryptocurrencies, until Thursday, thanks in part to dovish comments from Fed governor Christoph

Where AVGO Stands in AI Space After Earnings, Stock Sees "Hedge Fund Blowup"

Broadcom (AVGO) shares fell on earnings even though the company posted strong earnings. Melissa Armo says it's interesting considering Nvidia (NVDA) and some of the other

Andrew Chanin on PL Earnings & "Powerful" Tools, SPCX Starship Expectations

ProcureAM's Andrew Chanin turns to earnings in Planet Labs (PL) and ways AI will shape the satellite company's report. He sees Planet Labs holding "powerful tools" in map

A Golden Age for Data-Advantaged Healthcare Companies

Amy Zhang highlights the early stages of AI integration into healthcare, particularly digital biology, where the intersection of life science and computational technology

Ca$htag$: LULU's Challenge, Shifting Preferences and Lost Appeal

LikeFolio's Megan Brantley highlights Lululemon Athletica's (LULU) struggle to resonate with consumers as shifting preferences move away from synthetic fabrics and compet

What's Behind Crypto's Stall as MSTR Resumes Bitcoin Purchases

As rallies in Bitcoin and Ethereum stall, Adam Lynch takes investors through the price action of both to explain how "psychological levels" are playing a role in the side

Spectrum Wars: Why Unlicensed Wi-Fi Matters for Innovation

NCTA CEO Cory Gardner emphasizes the importance of unlicensed Wi-Fi for innovation and consumer access amid the complex debate over licensed versus unlicensed spectrum. H

SNOW, HPE & CRWD Earnings Add to Software's Comeback Surge

The post-earnings surge in Snowflake (SNOW) shares is something Mark Gibbens sees reinforcing newfound market confidence in software. Even though HPE (HPE) did not rally

The Big 3: VZ, NEM, SPCX

Legacy and new stocks take the attention of Dan Deming on today's Big 3. For Verizon (VZ), he sees the company's yield as "compelling" amid all the current risks weighing

Andrew Arons on September Volatility, Buying AAPL, NFLX & TJX

Andrew Arons does not expect to see the volatility the stock market typically sees in September. That said, he urges investors keep cash on the sidelines in the event of

LULU's Long-Term Bull Case Despite Low Expectations

Morningstar Wealth's David Swartz maintains a bullish long-term outlook on Lululemon (LULU) despite low earnings expectations, citing its debt-free status, strong cash fl

AVGO Adds AI Muscle in Earnings, Guidance & GOOGL Concentration Show Risks

Broadcom (AVGO) beat on the top and bottom line but didn't meet Wall Street's mark for guidance. As Marley explains, the company showed enough strength to reassure invest

Why Bonds Remain Crucial for Portfolios as Fed Tilts Toward Rate Hikes

Charles Schwab's Collin Martin directs his attention to the steady rise in Treasury yields and expectations for Fed policies, the latter of which he sees a dramatic shift

'Cheap Money' Era Ending? Laks Ganapathi on Debt Refinancing Overhang

Unicus Research CEO Laks Ganapathi warns that the end of nearly two decades of cheap money is creating market nervousness as $40 trillion in U.S. debt needs refinancing.

Thursday's First Moves: NTAP, FIVE & VSXY Earnings

NetApp (NTAP) initially popped on its earnings report, but as Diane King Hall points out, concerns over its free cash flow had investors second guessing the company's out

HPE (HPE) CFO on Company "Drinking Its Own Champagne" Thanks to AI Demand

Marie Myers, CFO of HPE (HPE), discusses the company's "exceptionally strong demand" thanks to the AI evolution that led to a beat and raise quarter. She explains how HPE

Clayton Triick's Take on Retiring Boomers, 'One and Done' Interest Rate Hike

Angel Oak Capital Advisors' Clayton Triick argues the labor market is structurally changing as baby boomers retire, keeping unemployment low. He sees a potential Septembe