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Schwab Network

Schwab Network

13,972 episodes — Page 98 of 280

EBAY Rallies on $1.2B Depop Acquisition & Earnings

eBay Inc. (EBAY) rallied after posting stronger-than-expected earnings and announcement of its $1.2 billion Depop acquisition from Etsy Inc. (ETSY). Both stocks rallied Thursday morning. As Marley Kayden explains, that acquisition is generating bullish buzz front analysts. She takes investors through the earnings and analysts notes backing price target increases. Joe Tigay offers an example options trade for eBay's stock. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 19, 20268 min

U.S. Picking Up Tariff "Tab," NVDA & CRM Earnings Center of AI Disruption

Liz Ann Sonders with Charles Schwab offers a crash course in tariffs and why U.S. companies are the ones that "pick up the tab" on costs. She sees headwinds on the horizon for U.S. consumers as business leaders look for ways to offset those costs. Nathan Peterson turns to the tech picture and a "near-term sentiment resolution" on how disruptive AI will be. How? Nate points to two crucial earnings reports next Wednesday in Nvidia (NVDA) and Salesforce (CRM). ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 19, 20266 min

Opportunities in Defensive Names, Expecting Crypto Volatility

Andrew Wells reacts to yesterday’s FOMC minutes, arguing the members are trying to react “to the market.” On rates, he would “not be surprised” to see the 10-year at 4.5 this year, and discusses the need for inflation to move down before any cuts. He doesn’t expect any cuts before Kevin Warsh takes over as Fed Chair, and thinks that the timeline could be pushed further out. He likes defensive names and the utilities sector, including Duke Energy (DUK). He also thinks crypto could be very volatile from here, even moving back to highs.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 19, 20266 min

DASH Rallies Despite Earnings Miss, Wayfair (W) Falls, DE Drives Momentum

DoorDash (DASH) saw volatile price action following its earnings miss but started Thursday's trading day with a rally. Diane King Hall points to other metrics giving investors optimism in its outlook. Wayfair (W) moved in the opposite direction as its active customer base dips despite operational improvements. Diane later notes Deere & Co.'s (DE) post-earnings rally. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 19, 20265 min

Noah Hamman Favors Hardware Over Software, Sees Yellow Flag on Consumer Spending

Noah Hamman expects semiconductor chips to continue to show strength, focusing on hardware over software as the markets become nervous around valuations. Looking at “picks and shovels,” he likes HVAC companies. He highlights a “nice start” to the year overall for markets and the economy. However, he notes that consumer spending is mostly coming from credit card debt, though delinquencies are staying low. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 19, 20266 min

"Big Drop" in Jobless Claims, "Big Jump" in Trade Deficit

Kevin Hincks, reporting from the Cboe Global Markets, breaks down the latest snapshot of the labor market with this week's jobless claims. He adds commentary on International Trade in Goods and Services as well as the Philly Fed Manufacturing Index. Kevin has his eyes on the commodity space, with crude oil on his radar amid ongoing tensions in the Middle East. He believes the energy markets should continue to be watched closely as crude oil has risen more than 5% this week.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 19, 20266 min

Options Corner: AKAM Ahead of Earnings

Rick Ducat dials up the chart of Akamai (AKAM) as investors await the tech company's upcoming earnings print. Rick shows what technical patterns have led to the stock's meteoric rise over the last several weeks even amidst the recent selling pressures hitting the software stock group. Later, Rick composes an example options trade using a short put vertical strategy. He explains the bullish nature of the trade and ways to manage it following Akamai's earnings event. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Feb 19, 20265 min

The Angie of Angie's List: Evolving Her Business & the Rise of Home Spending

After celebrating their 30th anniversary of launching Angie's List, Co-founder Angie Hicks has evolved her business to Angi (@Angi_home) as a one-stop shop for consumers to find house project fixer-uppers, contractors and more. She discusses her perspective on the business adapting to housing trends and homeowner spending plans. Angie adds her company's recent survey indicating that homeowners are spending on average 5 years longer at home, with plans for major home projects. Later, she adds her company's use of AI when helping homeowners match up their problems at home with the best professionals on her platform. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Feb 19, 20268 min

Booth: FOMC at 'Opposite Ends' of Labor Market Mandate

Danielle DiMartino Booth (@DanielleDiMartinoBoothQI) dives into the latest FOMC minutes notes to dig into the dissension among Fed members. She believes that members reintroduced rate hikes commentary to stifle any talks of rate cuts under Jerome Powell's remaining term as Chair. Danielle adds her surprise at the philosophical differences between FOMC members at "opposite ends" of its labor market mandate. Later, she discusses the AI impact on financial services and productivity efficiencies' trickle down effects on the workforce.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Feb 19, 20267 min

@investopedia's Caleb Silver: Retail Optimism Holds Steady, NVDA Earnings Ahead

Retail investors remain stubbornly optimistic despite a 12% slide in the Mag 7, according to the latest Investopedia sentiment survey. While the broader market shows signs of a rotation, retail portfolios are largely staying the course with top holdings like Nvidia (NVDA) and the Nasdaq 100 (NDX). Caleb Silver notes that while investors are finding reasons to believe in a 5% to 10% market increase this year, they are navigating a environment where even slight earnings misses from companies like Walmart (WMT) or Carvana (CVNA) trigger aggressive selling.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Feb 19, 20266 min

Chart of the Day: SHOP Upgrade

Shopify (SHOP) shares are in focus following an upgrade from Phillip Securities. Ben Watson drops in to provide his technical takeaways on the chart, starting with a 5-day timeframe. He sees a bullish momentum divergence with its MACD study and underlines $128 as a near-term upward resistance level. On a 1-year chart, Ben adds the 50-day simple moving average and shows how shares remain well under that indicator. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Feb 19, 20263 min

Wednesday's Final Takeaways: MRNA Flu Vaccine & Oil Creeps Higher

Marley Kayden and Sam Vadas turn their attention to headlines in Big Tech and beyond for their final takeaways. Among the unsung stories: crude oil's climb on geopolitical tensions and the FDA readying to review Moderna's (MRNA) flu vaccine. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20265 min

Newton: DoorDash (DASH) Needs to Keep Increasing Market Share

Frances Newton “really likes” the chart of DoorDash (DASH) into its earnings Wednesday afternoon. She anticipates it to report in line with analyst estimates, noting that it trades in a beaten up sector that is pinched by the K-shaped economy. Frances says they need to hold onto their market share, which is the largest vs competitors, but valuations are similarly high vs peers. Continuing to make the experience as frictionless as possible could support success.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20267 min

How AI Changes the Game for Investment Managers

Jack Lynch, Chief Strategy Officer of Ridgeline, shares how they assist investment managers and how they’re implementing AI. In launching ‘Intelligent Operations’, they’ve focused on AI uses in audits, bank communications, and other dense day-to-day tasks; he discusses how they’ve added oversight to validate the information. “There is so much alpha in being early right now,” he argues, even as he thinks the rest of the industry may be slower on the uptake.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20269 min

Kevin Warsh Could Shake Up Fed’s Data-Driven Decision Making

Brad Long reacts to the latest FOMC minutes and notes that dissension is considered uncommon now within the Fed, but not historically. He says the economy is “off to the races,” noting that unemployment and GDP growth are, unusually, about the same percentile. Brad argues that Warsh as Fed Chair might start looking forward rather than being data dependent, which he describes as looking backwards. On AI, he thinks that SaaS may lose “pricing power” to AI but argues that it’s too expensive to rebuild systems from scratch with the technology.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20269 min

PANW Platformization Strategy: Long-Term Tailwind Amid Short-Term Headaches

Ron Westfall calls Palo Alto Networks (PANW) a "very solid investment," even after the cybersecurity firm's post-earnings sell-off. Despite the company guiding for a full year EPS below Wall Street estimates, its platformization efforts are ones Ron sees benefitting the company long-term. Mitch Ashley agrees, noting resilience from companies in adding more employees to their payroll. He also makes a bull case for CrowdStrike (CRWD). ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20266 min

Pan: American Investors are Making Good Choices

Eric Pan walks through money market flows, noting that a great deal of money still remains on the sidelines. He says this shows a “lot of potential” in the marketplace and talks through why retail investors are staying cautious right now. “A lot of Americans are doing exactly what they should do right now,” he says, as they rebalance portfolios and diversify.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20265 min

January FOMC Minutes Reaction: Only 1 Cut This Year?

Joshua Wein reacts to the January FOMC minutes and thinks that we may only see one rate cut this year. He warns that Fed Chair nominee Warsh will likely focus on inflation rather than employment, and that the market has tended to predict more cuts than we’ve seen. However, he thinks one cut is enough to support the economy this year. He also shares some mid-cap picks: Jacobs Solutions (J) and Leidos (LDOS). ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20265 min

Shay Boloor on Building AI "Stack," PLTR Importance & SaaS-pocalypse

Many of the software names getting rerated to the downside deserve the reevaluation, says Shay Boloor, though he believes some got beaten down more than others. He sees some playing critical roles in multiple layers of the AI "stack," from Palantir (PLTR) and Palo Alto Networks (PANW), to Cloudflare (NET) and Snowflake (SNOW). ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20268 min

Comparing Cruise Liners Ahead of Potential Record Pricing in 2026

Jaime Katz anticipates record pricing for cruise lines in 2026 and thinks Royal Caribbean (RCL) is “a little more resilient” on pricing power overall. Carnival (CCL) tends to aim at the middle-income consumer, and she thinks it maintains better value right now for investors. She notes Norwegian is the only one of the three to fall last year and it is “very leveraged.” Jaime covers fuel prices and the potential to expand further worldwide. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20266 min

Ca$htag$: Carvana (CVNA) Keeps Margins High While Expanding Car Sales

Likefolio’s Landon Swan notes Carvana’s (CVNA) extraordinary run over the past few years despite a recent dip in the stock. He notes that it is handily beating rival CarMax (KMX) in web visits and notes that it has figured out how to “double the margins” per vehicle compared to other auto retailers. “They focused on getting it right on a per-unit basis and then scaling from there.” However, he notes that some analysts are raising red flags about their finances.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20268 min

Bradley: ‘Few Can Rival’ Palo Alto Networks (PANW), Dip is a Buy

Nathaniel Bradley spotlights Palo Alto Networks (PANW) after earnings. The stock is trading down in Wednesday’s session, which Bradley ascribes to its acquisition spree and integration pressures as a cybersecurity company especially needs to move slowly on its offerings. However, he believes “few can rival” PANW and highlights their annual recurring revenue. He sees the drop as a buying opportunity and thinks the company makes a “great, unabashed contribution” to cybersecurity.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20268 min

Toll Brothers (TOL) Wins by Serving Luxury, but is There More Upside?

Erin Sykes and Alex Barron dissect Toll Brothers (TOL) earnings, with the stock falling after the report. Alex argues the valuation is near historical highs, “in some ways discounting a lot of good news going forward.” However, he thinks they had a great quarter overall. Erin says Toll Brothers benefits from being a luxury homebuilder, noting that the $20M+ market where she’s based is “going gangbusters” vs the rest of the sector. She expects a more stable housing market going forward.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20266 min

Williams: AI Sentiment Moved From 90% Positive to 90% Negative

Rob Williams says the big story is the economy is still strong, anticipating GDP of 3%+ at the next report. The AI trade is what’s changed, becoming viewed as a headwind rather than a tailwind. Still, he thinks some of the bigger companies needed a valuation correction and the rest will sort itself out. For rate cuts, he expects 1-3 this year, explaining how a midterm election pressures rates up and down during the course of the year.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20266 min

Hunting for Bargains in Recent Tech Weakness

Jonathan Tepper is taking advantage of recent tech weakness, sorting out the fairly punished from the unfairly punished. His fund is long-only, and he highlights CarGurus (CARG) as one of their top holdings. He likes companies with strong “network effects.” Value-oriented investors have a big opportunity, he believes.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20266 min

The Big 3: SPY, NKE, NEE

"Slop fest" is how TheoTrade's Don Kaufman describes the current market environment, urging caution as the market finds its footing on Wednesday's session. As for today's Big 3, he tilts bearish on the SPDR S&P 500 ETF (SPY) and NextEra Energy (NEE), though he's bullish on Nike (NKE). Don offers example options trade for his Big 3 while Rick Ducat highlights technical trends in the charts. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 202614 min

DASH Diversification Key to Earnings Success & AI Growth Edge

Mark Mahaney expects about 20% organic revenue growth in DoorDash's (DASH) earnings. He believes the company needs to continue delivery initiatives beyond food to distinguish itself from competitors like Uber Technologies (UBER) and Lyft Inc. (LYFT). As for DoorDash's future around AI, Mark thinks the company's focus on evolving tech offers an advantage that trumps long-term fears. Tom White offers an example options trade for DoorDash ahead of earnings. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20268 min

FOMC Minutes "Won't Move the Needle," Japan Center of Global Stock Buzz

The FOMC meeting minutes aren't expected to move the needle for rate cuts, says Charles Schwab's Cooper Howard. He points to a resilient labor market and inflation above the FOMC's target as reasons investors shouldn't expect "aggressive" moves from the Fed. Michelle Gibley highlights international economic reports which can move markets in the state. On Japan, she sees conditions where global investors will pile more into Japanese stocks. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20267 min

Acquisitions & EPS Outlook Rattles PANW Investors, Analysts See AI Tailwinds

Palo Alto Networks (PANW) posted a strong quarter in earnings but couldn't match that strength in its outlook. As Marley Kayden explains, recent acquisitions by the cybersecurity company cut into full year EPS and spooked investors. Analysts weren't as shaken, with some pointing to upsides thanks to AI tailwinds. Prosper Trading Academy's Charles Moon offers an example options trade for Palo Alto Networks. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20268 min

Breaking Down Geopolitical ‘Anvils’ Hanging Over a Market Rally

Jeff Weniger talks about the potential geopolitical “anvils” hanging over a market rally, including Venezuela, Iran, China and more. However, he’s still looking to international equities for opportunities. He turns to Japan, making the argument that the return of Abenomics will be bullish. He doesn’t like Bitcoin right now, but thinks gold can break above the $5K level again, and says $6K is “more realistic” than $4K. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 202610 min

Where to Look in Fixed Income Markets

Markets are in “wait-and-see mode” for the FOMC minutes today, says Karen Manna. She thinks 10-year bonds will be rangebound between 4-4.25 for now, with 1-2 cuts ahead for the rest of the year. She discusses how fixed-income portfolios may fare in 2026 and contrasts Powell vs Fed Chair nominee Warsh. Karen also looks at corporate bonds vs mortgage-backed securities.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20267 min

Housing Data & Durable Goods Show Strong Marks, Keep Eye on FOMC Minutes

From MBA mortgage applications to housing starts and permits, Kevin Hincks says the latest housing data offers much needed strength. He points to a delayed durable goods orders print as another sign the inflation fight is improving. As for prints down the line, Kevin tells investors to watch for the FOMC meeting minutes from January coming to Wall Street this afternoon. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20263 min

Options Corner: CVNA's Comeback Story

Prior to the auto dealer's earnings report, Rick Ducat checks out the chart of Carvana (CVNA). He says $390 is an area to watch to the upside after share prices have fallen nearly 30% from all-time highs reached in late January. Rick underlines the significant technical indicator in its 251-day exponential moving average as something to monitor for support. Later, Rick composes an example options trade using a call butterfly strategy with a bullish tilt. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20264 min

Emons: AI Story Not Just a Tech Story

Ben Emons paraphrases Fed speakers discussing the real impact AI will have on the labor force in the USA. Looking ahead to the upcoming FOMC minutes release, he's expecting to read Fed members in favor of holding off on a rate cut for the foreseeable future. Ben's also awaiting Friday's PCE report, admitting a 3.0% level could be clocked in the upcoming report. He explains his rationale for rates to go higher, watching any rebound in the beaten-up software stock group as an indicator to track.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20268 min

Is Bitcoin Repricing Alongside the Tech Sector?

Nic Puckrin (@CoinBureau) stops by Morning Movers to look at this year's selling in Bitcoin. He posits that Bitcoin may have preceded the tech sector selling pressures and examines how the crypto assets behaved compared to other asset classes. Nic says $58,000 would line up with the 200-day moving average and indicate a bearish market trend for Bitcoin on a technical basis. He's looking for more liquidity coming into the crypto markets via a down dollar and lower rates.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20267 min

Mag 7 or Lag 7: Jay Woods Awaits NVDA Earnings

To start Wednesday's market coverage, Jay Woods joins Diane King Hall at the NYSE set to make sense of the indices "treading water" so far in 2026. He looks at the biggest group in the Mag 7 stocks, with his attention squarely focused on next week's earnings event from Nvidia (NVDA). Jay adds that diversification matters, pointing to a broadening out in the cycle rotation taking place so far this year. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Feb 18, 20267 min

Tuesday's Final Takeaways: AMZN Weak February & MU Manufacturing Capacity

Marley Kayden and Sam Vadas turn to the latest AI headlines under the surface of Tuesday's trading day, from analyzing Amazon's (AMZN) stretch of weakness to Micron's (MU) struggle to add manufacturing capacity. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 17, 20264 min

Infleqtion (INFQ) CEO on Quantum Development & Risks to Crypto

Infleqtion (INFQ) made its public debut via SPAC Tuesday, and CEO Matthew Kinsella talks about how his company uses the technology to develop an array of products. Among them: quantum clocks and sensors that are delivered to Infleqtion clients like NASA and the U.S. military. Matthew also makes the case that quantum computing will offer severe headwinds to cryptocurrencies. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 17, 20266 min

Glickman: Iran Closing Strait of Hormuz Could see Oil Spike to $150/Barrel

Stewart Glickman looks at the latest on U.S./Iran talks, which he says the market may be “sleeping on.” He sees “geopolitical fatigue” overall, especially around oil prices, with concerns around supply falling by the wayside over the past few years. He thinks we will avoid Iran blocking the Strait of Hormuz as long as it doesn’t see a threat to the regime. A blockade would affect significantly more supply than cutting off Russian oil did. If prices spike to over $100/barrel, he sees recession unless prices lower quickly – and a blockade could see prices to around $150/barrel. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 17, 20267 min

Long-Term Strategies in Silver & Gold Volatility, Software Sell-Off

Following the volatile short squeezes in gold and silver, Nigam Arora turns his attention to the path ahead in precious metals. He remains constructive on gold and silver moving higher and offers advice to investors buying on dips, as long as you can stomach short and mid-term volatility. As for the stunning software sell-off, Nigam sees bounces likely after many stocks dipped into oversold territory. That said, he warns of long-term structural risks to the overall sector. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 17, 202610 min

Francis: Elevated Volatility Reflects Institutional Players’ Risk Management

Zed Francis looks under the markets’ hood, arguing that the biggest players all run “similar-ish portfolios,” and their risk management policies could be behind some of the downturn. He points to the jump in shorter-dated SPX puts, with volatility higher but overall market moves kind of sideways. He sees less risk going forward because of this. He also notes that Nvidia’s (NVDA) earnings day on February 25 will be a huge event for the market.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 17, 20268 min

Gold's Speculation & Debt Protection Play Following Sharp Rally

Precious metals should remain a key part of your portfolio, according to today's panel. Steven Orrell notes the recent cooldown in price action as a buying opportunity, calling the yellow metal a way to protect yourself against rising U.S. debt. Axel Merk believes there is a resurgence of speculation entering the trade, something he sees as historically normal for the asset. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 17, 20267 min

Technical Tuesday: SPX, AMZN, AMGN

Kevin Horner’s Technical Tuesday covers the S&P 500 (SPX), Amazon (AMZN), and Amgen (AMGN). On the SPX, he looks at support and resistance levels, and warns that if it breaks down, it could move fast. Amazon is “by no means in a bullish pattern,” but he marks the location of its pullback, calling the $198 level “very interesting.” Amgen is looking to break out of a bull flag, with consolidation over the past week or so. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 17, 20265 min

ETFs for Dividend Stocks, Silver Miners, Natural Gas Infrastructure & Blockchain

Christian Magoon, CEO of Amplify ETFs, introduces some of the firm’s products to viewers. The largest inflows have been into international ETFs and their U.S.-based Enhanced Dividend ETF (DIVO). They also offer IDVO, which is an international version of DIVO. Junior Silver Miners (SILJ) had a “great year last year” and continues to see strength. Another option is their SLJY, a covered call strategy on silver miners. Natural gas is a “heck of an investment,” and he highlights Amplify’s U.S. Nat Gas Infrastructure ETF (USNG). Lastly, he shares their blockchain ETF, BLOK. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 17, 20269 min

Explaining the Underlying Shifts in the Stock Market

Alicia Fuller covers market reactions to recent economic data, including a bond rally. She argues that is due to the belief that rates have peaked now and will continue to move lower this year. She also covers the moves in the U.S. dollar, silver, and gold, and what they say about underlying market trends. Alicia thinks the S&P 500 can end the year higher, citing a “positive vibe” from markets.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 17, 20266 min

Burgos: Rents Will Only Rise if Nothing is Done for Housing

Kenny Burgos covers trends to watch in housing, arguing that supply remains tight as median home prices continue to rise. He reacts to the latest economic data on housing and breaks down the affordability issues for both renting and buying. He thinks housing vouchers contribute to the “negative feedback loop” of real estate. Should nothing change, he thinks rents will only rise. He calls for “all hands on deck” to build more housing all over the country at every income level.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 17, 20265 min

Ca$htag$: Ebay (EBAY) Sees ‘Impressive’ Visits Pre-Earnings

Likefolio’s Landon Swan calls Ebay’s (EBAY) total visits “impressive” ahead of its earnings postmarket on Wednesday. “All eyes” are on the report after the stock has fallen 20% from highs, Landon says. However, fraud is a major concern – it’s a platform “ripe for abuse,” he argues, and there’s a growing contingent of unhappy users. Their niche in online retail is “unique items,” and Landon doesn’t see any “direct competition.” The “biggest sticking point” he sees is margins, believing its volume is solid.======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 17, 20269 min

Software Picks Amid Sector Beatdown: DDOG, ADSK, ZS, GWRE & More

teve Koenig and Dan Romanoff discuss the software sector, which has taken a beating from AI disruption fears. Steve sees some “pretty compelling” investment theses for the sector with valuations compressing. Dan agrees, noting that earnings are still strong: “there’s no real evidence that the, sort of, AI impact is happening.” Steve likes Datadog (DDOG), Autodesk (ADSK), and Zscaler (ZS). Dan likes Guidewire (GWRE), Tyler Technologies (TYL), and Shopify (SHOP).======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 17, 20266 min

Diez: Investing in Companies That ‘Make Things’ Avoids AI Risk & Benefits from AI Capex

Carlos Diez spotlights the stocks and sectors he’s watching this year. He likes companies that “make things,” arguing that these will be the least disrupted by AI, and will in fact see a boost from AI capex. Some of the names he’s watching include Argan (AGX) and Powell Industries (POWL), which he describes as strong fundamentally with a lot of upside opportunity. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 17, 20268 min

The Big 3: AMAT, C, AAPL

There are opportunities in the AI & crypto trades investors may not be looking enough at, says Jessica Inskip. She turns to Applied Materials (AMAT) as a bullish indicator for the semiconductor industry, Citigroup (C) as a blockchain proxy, and Apple (AAPL) as her top stock idea of the year with its AI development tied to consumer trends. Rick Ducat backs Jessica's analysis with technical trends in the charts. ======== 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 Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 17, 202614 min