Schwab Network

Midterm Election Noise & Bitcoin, Ethereum's Potential Dip Buying Opportunity

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, Ether

EARNINGS PANEL: META, TSLA, IBM, LRCX, TXN

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 t

Stock Market Today: META, TSLA, IBM Earnings

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. (

Wednesday's Final Takeaways: NVDA Expanding Data Center Role, Elice Rebounds

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 partners

Chinese EVs, Hybrid Growth & America’s Affordability Problem

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. H

AI, the Fed & the Next Big Shift in Fixed Income

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 rema

Charts to Watch: SPX, NOW, ULTA

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 se

HACK & the Rise of High-Conviction Thematic ETFs

Amplify ETFs CEO Christian Magoon highlights growing investor interest in concentrated thematic ETFs targeting cybersecurity, semiconductors, Asian memory, quantum comput

United Airlines (UAL) After Earnings: Starlink, Loyalty & Pricing Power

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 h

META Strong Opportunity in AI Faces Competition & Sentiment Headwinds

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. Me

Netflix (NFLX) Near a Trough as Ad Opportunity Builds

Alicia Reese says Netflix (NFLX) remains well positioned despite an uninspiring quarter, with strong retention and limited churn following price increases. She sees adver

Ca$htag$: TSLA "Win-Win" Business Model as SPCX Merger Talks Continue

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

The Big 3: XLF, TOL, BABA

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

Netflix (NFLX) Faces an Engagement Problem as YouTube Gains Ground

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.

AI’s Hidden Helium Problem: Chip Costs Could Climb

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 meaningful

Jeffrey Small on META Bellwether for AI Health; NVDA, MSFT, ETN Bull Cases

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 Trea

META Earnings AI Trade "Clearing Event?" Muse, CapEx Key Signals to Watch

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

NFLX Taps 2-Year Low After Earnings: What Has Investors Dialing Down Bullishness

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

Beyond the U.S.: Mark Headley Sees Opportunity in Emerging Markets

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

Breadth & Volume Challenge SPX Short-Term, RUT Tests Historic Support

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. Howe