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Stock Market This Week: Memory Stocks, META Shines & PLTR Partners NVDA Jul 2, 2026 00:01:32 Memory stocks were among the S&P 500's (SPX) worst performers this week causing investors to step away from names like Micron (MU). Meta Platforms (META) shined this week as the company announced its plans to sell excess compute capacity and Palantir (PLTR) rallied big after announcing its new partnership with Nvidia (NVDA).======== Schwab Network ========Empowering every investor and trad

Thursday's Final Takeaways: Job Reports & Healthcare Rally Jul 2, 2026 00:02:25 Marley Kayden touches on the latest job report after numbers came in below expectations. She also examines the healthcare sector's rally and what investors should be watching.======== 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/sc

David Auerbach on REITs, Dividends, and the A.I. Opportunity Jul 2, 2026 00:08:02 David Auerbach, CIO of Hoya Capital Real Estate, makes the case for REITs, citing strong fundamentals, rising dividends, and attractive valuations. He highlights opportunities in small- and mid-cap REITs, data centers like Digital Realty Trust (DLR) and Equinix (EQIX), and explains how AI is creating new growth opportunities across the real estate sector.======== Schwab Network ========Empowering

Cory Stahle on Hiring Trends, Layoffs, and What Comes Next Jul 2, 2026 00:08:48 Indeed's Cory Stahle examines the latest U.S. jobs report, explaining why steady job growth may not reflect a truly healthy labor market. He highlights the impact of subdued hiring and historically low layoffs. He discusses what these trends mean for job seekers, and explores whether the labor market could be approaching a turning point for the broader economy.======== Schwab Network ========E

SPCX Entering NDX: What to Watch in Index & Volatility Trends Jul 2, 2026 00:11:52 Nasdaq's Kevin Davitt talks about SpaceX (SPCX) being added to the Nasdaq-100 and what it signals for index flows. He says that past additions have caused brief volatility spikes followed by a quick return to normal as the markets adjust. Kevin also examines the second quarter performance of the Nasdaq 100.======== Schwab Network ========Empowering every investor and trader, every market day.S

xETFs CEO on Daily Income ETFs for NVDA & TSLA Investors Jul 2, 2026 00:06:51 xETFs CEO Johnny Wu explains the firm's new daily income ETFs, which provide exposure to stocks like Nvidia (NVDA) and Tesla (TSLA) while generating consistent income. He outlines how the strategy differs from traditional covered call funds by selling options on only a small portion of holdings each day, preserving most of the upside potential. Wu also discusses monetizing volatility, maintain

From Wage Growth to Earnings Season What Investors Should Watch Next Jul 2, 2026 00:08:23 Brian Jacobsen and Amy Glaser analyze a weaker-than-expected jobs report and what it could mean for Fed rate decisions, while noting continued stability in wage growth. They also discuss AI’s role in both creating and displacing jobs, particularly in professional and business services, before examining market valuations, the upcoming earnings season, and investment opportunities beyond the dominan

CEO on Securitize Going Public as Digital Securities Gain Momentum Jul 2, 2026 00:05:24 Securitize (SECZ) CEO Carlos Domingo discusses the company’s decision to go public and its position as the largest tokenization platform with $4.5 billion in tokenized assets. He explains why tokenization remains in the early stages of growth, highlights the importance of institutional adoption from firms like BlackRock and Nasdaq, and outlines why Securitize chose a SPAC merger over a traditional

Diversifying Tech-Centric Portfolios: Navigating AI Chip Rallies & Finding New Opportunities Jul 2, 2026 00:08:44 Morningstar's Philip Straehl says his firm and investors are reevaluating the tech space as the trade cools. He believes investors can hold tech but believes in diversifying into underappreciated corners of the space and trimming stocks like Micron (MU), SanDisk (SNDK), and other AI memory companies. He labels Mastercard (MA) and Visa (V) as stocks he likes outside of tech due to their massive

Flicker: Labor Market Softens, Not Competition for Talent Jul 2, 2026 00:07:21 Lisa Flicker breaks down the latest jobs report, explaining why a softer labor market has not weakened demand for top talent. She discusses the rise of talent arbitrage, the shift toward an employer-led market, and how AI is helping companies create more attractive career opportunities.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Mi

Ca$htag$: TSLA Slides After Topping Deliveries, Consumers Stay Happy Jul 2, 2026 00:10:47 Landon Swan from LikeFolio discusses Tesla (TSLA) and why shares in the company slid even though second quarter vehicle deliveries topped expectations. After the stock pumped the brakes Thursday, Landon now believes it is fairly priced. His firm's data shows Tesla has a high consumer happiness level, though demand has moderated. ======== Schwab Network ========Empowering every investor and tra

Quantum Computing Finding Footing as Trade Gains Momentum Jul 2, 2026 00:05:14 Antoine Legault and Brendan Cavanaugh discuss quantum computing and what’s next for it. Antoine says he believes quantum will be implemented within the next few years. Brendan says he expects to see revenue build very quickly. They also talk about the key metrics to monitor for quantum computing.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the

Ullrich: Labor Market Not Flashing Warning Signs Despite June Jobs Miss Jul 2, 2026 00:08:04 Indeed's Laura Ullrich breaks down the latest jobs report, explaining why softer hiring does not necessarily signal economic distress. She examines declining labor force participation, demographic headwinds, and what it all means for Fed policy.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwor

The Big 3: AAPL, META, PEP Jul 2, 2026 00:15:31 Jason Brown takes us through today’s Big 3 and offers example options trade for all three. He is watching Apple (AAPL) as the Mag 7 giant breaks out, Meta Platforms (META) are shares move lower following a recent rally, and PepsiCo (PEP) as a company consumers will “never not love." Charles Schwab's Ben Watson walks us through key levels in the stock charts.======== Schwab Network =======

MA & EBAY Options Trades & Ways Both Companies Signal Consumer Strength Jul 2, 2026 00:06:55 OptionsPlay's Tony Zhang talks about why stocks are mixed to close out a holiday-shortened trading week. He offers two bullish cases in different corners of the consumer space through Mastercard (MA) and eBay Inc. (EBAY) while walking investors through example options trades in both. On Mastercard, he cites the company’s strong business fundamentals, adding that eBay is quietly firing on all c

Analyzing Weakness in June Jobs Report & Outflows in Tech Jul 2, 2026 00:06:03 Charles Schwab's Cooper Howard and Joe Mazzola say June’s job report was not impressive, with an added 57,000 nonfarm payrolls coming in much weaker than expected. Joe says unemployment rates seem to have improved for the wrong reasons. However, Cooper sees one caveat in that one report doesn’t make a trend. They also discuss tech flows out of semiconductors and the outlook for treasury yields

The Market May Be Underestimating the Next Wave of Inflation Jul 2, 2026 00:08:39 Co-founder of Economic Cycle Research Institute's Lakshman Achuthan argues that inflation pressures were already building before recent geopolitical events and warns that lower oil prices won't eliminate the threat. He explains why markets may be underestimating persistent inflation and the potential for fewer rate cuts, or even rate hikes, as the year progresses.======== Schwab Network ==

Why a Slower Fed and Cooling Inflation Could Lift Bonds and Stocks Jul 2, 2026 00:07:34 Clayton Triick explains why the latest jobs report may reduce pressure on the Fed to raise rates aggressively. He highlights opportunities in fixed income, particularly mortgage-backed bonds and securitized credit, while discussing rising consumer credit risks and the potential for future Fed rate cuts.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe

June Jobs Report Rattles Market & MSFT, ORLY, SYK Opportunities Jul 2, 2026 00:09:14 Carnegie Investment Counsel CIO, Ben Connard, discusses what the latest jobs report means for inflation and the Fed. He also explains how high earnings expectations are impacting stocks and highlights opportunities in Microsoft (MSFT), O'Reilly Automotive (ORLY), and Stryker (SYK).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Min

Thursday’s Morning Movers: ADBE Upgrade, GOOGL PT Cut & Airline PT Hikes Jul 2, 2026 00:07:19 At the opening bell, George Tsilis walks us through Thursday morning’s top moving stocks. He says HSBC upgraded Adobe (ADBE) to buy and raised its price target on the beaten down software stock. George also highlights Wells Fargo cutting Alphabet’s (GOOGL) price target and Goldman Sachs raising price targets across the airline industry as crude oil slides. ======== Schwab Network ========Empowerin

What a Weaker June Jobs Print Means for U.S. Economy & Fed Jul 2, 2026 00:07:23 The June jobs report signals some surprise weakness on the Fed's employment side of the dual mandate, says Jeff Pierce of Charles Schwab. However, he doesn't believe it points to signs of recession. Jeff outlines what the print means for the FOMC's path forward on interest rates and explains how Fed Chair Kevin Warsh's commentary plays into his reasoning. ======== Schwab Network ==

Options Corner: CAT Rallies Strong on AI Narrative Jul 2, 2026 00:05:05 Shares of Caterpillar (CAT) have surged more than 150% year-over-year as investors see the industrials giant as a key player in the AI buildout. Rick Ducat takes traders through the stock's bull run and highlights key support and resistance levels to watch. He then turns to an example options trade for Caterpillar. ======== Schwab Network ========Empowering every investor and trader, every mar

June Jobs 'Not a Good Number:' Joe Brusuelas on Employment's Outlook Jul 2, 2026 00:08:21 The June jobs report "is not a good number," says Joe Brusuelas, pointing to a 57,000 increase in nonfarm payrolls he considers "barely above breakeven." However, he expects to see "significant upwards revision" to this print once the July numbers come out. He explains where he sees the weakness coming from, how it plays into the Fed's dual mandate, and offers his

Erik Lundh's Caution on Jobs Front & Interest Rate Holding Pattern Jul 2, 2026 00:06:14 Erik Lundh highlights his expectations for the June jobs report, along with the headwinds he sees should weakness appear on that side of the Fed's dual mandate. He shares concern in how consumers will feel the pinch from rising inflation. Erik then talks about Fed Chair Kevin Warsh's ECB forum speech and why he doesn't see interest rate changes for 2026 and tentatively 2027. ======== S

GOOGL, AMZN & META Price Target Adjustments, PLTR Upgrade Move Tech Jul 2, 2026 00:09:36 Futures are muted ahead of the finally trading day of a holiday-shortened week. Tom White recaps the week explains why investors are likely taking a breather on moves ahead of the opening bell. Wells Fargo also took a breather on its price target for Alphabet (GOOGL) and made slight adjustments to Amazon (AMZN) and Meta Platforms (META). Sticking with the tech trade, Tom talk about why DA Davidson

Chart of the Day: CVX Jul 2, 2026 00:02:56 Crude oil's price spike helped fuel rallies in Chevron (CVX) and related companies. After a significant sell-off in crude, Ben Watson of Charles Schwab points out a "cup and handle" pattern forming in Chevron's stock. He adds that shares are nearing a key support level when examining the stock's long-term price action. ======== Schwab Network ========Empowering every investor

Wednesday's Final Takeaways: Warsh at ECB Forum & Cyclical Stock Strength Jul 1, 2026 00:04:17 Marley Kayden talks about Fed Chair Kevin Warsh's speech at the ECB Forum as markets focus on global central bank commentary. Sam Vadas highlights strength in cyclical sectors seen in Wednesday's trading session. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the

How Businesses Will Navigate Next Phase of AI Development Jul 1, 2026 00:07:48 Ivan Burazin talks about how businesses are working around AI bottlenecks as infrastructure expands. He explains how to find the next AI winners and how AI agents will be used as more companies deploy the evolving technology.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload

Using Founder-Led Companies in ETFs & Portfolios Jul 1, 2026 00:06:30 Lauren Cassidy, co-founder of Founder ETFs, explains how her firm selects companies for financial products. She explains why she believes founder-led companies tend to perform stronger compared to peers. Lauren also makes the case that AI will change the way many of these companies operate and explains how it will affect which stocks her firm selects for portfolios, including tech-led companies li

Behind Nasdaq Performance: How AI & Market Dynamics Shake Up Tech Jul 1, 2026 00:08:34 Nasdaq's Sal Bruno talks about the three pillars affecting market performance in the index. He says fundamentals have the largest impact because they drive earnings, followed by the U.S.-Iran war and macroeconomic conflict. Sam also discusses the importance of AI to the markets growth and looks inside the recent tech sector rotation.======== Schwab Network ========Empowering every investor and

Lower Oil Prices Could Fuel the Next Consumer Boom Jul 1, 2026 00:06:49 Dryden Pence explains why declining oil prices, despite ongoing instability in Iran, could provide a meaningful boost to U.S. consumers and the broader economy. He discusses the economic tailwind from lower energy costs and shares his top energy stock picks, including Exxon Mobil (XOM) and Chevron (CVX).======== Schwab Network ========Empowering every investor and trader, every market day.Subscrib

Analyzing MU & Global Memory Chipmakers' Role in AI Buildout Jul 1, 2026 00:04:22 Kurv Investment Management's Howard Chan talks about his firm's KMEM ETF and how it offers investors exposure to global AI memory businesses. He then talks about memory's role in AI infrastructure by highlighting chipmakers Micron (MU), Samsung and SK Hynix. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter

STZ Earnings Show Demand for Beer Hasn't Spilled Over Jul 1, 2026 00:05:39 Beer remains a bright spot for beverage companies as Constellation Brands (STZ) benefits from strong demand for Modelo, Corona, and Pacifico despite weakness in wine and spirits. Bill Kirk and Phil Kafarakis discuss the consumer trends supporting beer sales, the impact of major events, and the continued growth of Anheuser-Busch's (BUD) Michelob Ultra.======== Schwab Network ========Empowering

Charts to Watch: SPX, DAVE, UPST Jul 1, 2026 00:05:57 Charles Schwab's Rachel Dashiell breaks down the technical outlook for the S&P 500 (SPX), highlighting improving market breadth and a potential bullish momentum crossover that could support new record highs. She also discusses favorable setups in consumer finance names Dave Inc. (DAVE) and Upstart Holdings (UPST), which may benefit from a stable interest rate environment.======== Schwab Ne

Bending Spoons' CEO on IPO and Acquisition Playbook Jul 1, 2026 00:07:53 Bending Spoons (BSP) CEO Luca Ferrari discusses the company's IPO and how public markets will support its acquisition-driven growth strategy. He explains the firm's approach to buying underutilized digital brands, including AOL, and transforming them through technology, talent, and operational improvements while highlighting Bending Spoons' long-term vision for expansion.======== Schwa

Ca$htag$: PLTR Path Ahead Through AI Software & Commercial Growth Jul 1, 2026 00:09:43 Landon Swan from LikeFolio discusses whether Palantir’s (PLTR) business could become commoditized as AI continues to grow its commercial customer base. He examines the difference between consumer sentiment and investor sentiment surrounding Palantir as the company's software becomes more embedded in customer operations. ======== Schwab Network ========Empowering every investor and trader, ever

NKE Posts Earnings Beat, Needs to Leap Over China Hurdle Jul 1, 2026 00:05:35 Nike (NKE) is rallying despite continued sales pressure and weakness in its direct-to-consumer business. Tom Nikic and Zach Warring discuss wholesale-driven growth, consumer caution, and why a turnaround in China remains key to the stock's upside.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetw

U.S. Government Lifts Anthropic Foreign Restrictions, Profit Path Key Overhang Jul 1, 2026 00:06:35 James Czerniawski discusses Anthropic and the U.S. government lifting foreign access restrictions on Anthropic’s latest models. He says the company's IPO decision will depend on the market and how competitors like OpenAI are performing. James adds that both companies are burning lots of cash trying to keep up and need a clear path to profitability. ======== Schwab Network ========Empowering ev

The Big 3: CVS, SLV, PLTR Jul 1, 2026 00:14:30 TheoTrade's Don Kaufman takes us through today’s Big 3 and offers example trades for his picks. He first highlights CVS Health (CVS), saying the company’s upside-driving potential is worth hoping on the train. He then turns his interest to the iShares Silver Trust (SLV) ETF as the metal remains in a bear market. Don also finds opportunity in Palantir (PLTR) following its stock bounce. Rick Duc

Ghabour: Healthcare & Housing Benefitting from AI Rotation Jul 1, 2026 00:07:06 Eddie Ghabour says he is taking more defensive action for short-term trading, but remains bullish for the long-term. He tells investors to keep an eye on the AI rotation into underappreciated sectors, adding that software has more room to run than hardware once the rotation slows. On housing, Eddie believes the recent inflow into stocks and ETFs within the sector gives a signal to the Fed not to r

"Struggle Street" for UBER: Peak Business Performance Sees GOOGL, TSLA Pressure Jul 1, 2026 00:08:14 Uber Technologies (UBER) is "stuck on struggle street," says Thomas Martin. He says the company is performing at its best, though the rise of robotaxis like Alphabet's (GOOGL) Waymo and Tesla's (TSLA) self-driving vehicle add outlook pressures. Tom White walks us through an example options trade for Uber.======== Schwab Network ========Empowering every investor and trader, every

Investors Waiting for NKE "Just Do It" Moment, Stock Near 12-Year Lows Jul 1, 2026 00:06:38 Shares of Nike (NKE) jumped a bit since the opening bell after the company beat on earnings but showed weakness in China sales. Marley walks investors through the company's commentary on the print as investors seek a "just do it" moment for the stock as it trades near 12-year lows. Prosper Trading Academy's Scott Bauer offers an example options trade for Nike.======== Schwab Netw

Kevin Warsh's ECB Forum Speech & 2H26 Inflation Expectations Jul 1, 2026 00:05:56 Charles Schwab's Liz Ann Sonders talks about Fed Chair Kevin Warsh’s speech at ECB forum in Portugal and what consumers can expect from the FOMC moving forward. Investors have their eyes on end of the U.S.-Iran war and lower oil prices, but Liz Ann doesn’t believe that will end U.S. inflation woes.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe

Lonski: AI Chips Looks Vulnerable, Bull Market Will Keep Running Jul 1, 2026 00:07:59 John Lonski expects a choppy second half for stocks as inflation remains elevated and semiconductor valuations stay stretched. He argues inflation is driven by temporary supply-side pressures and believes strong earnings should help limit any major market decline.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https

Ted Weisberg Sees Opportunity for Value Investors & Risks in Fed's Hawkish Tilt Jul 1, 2026 00:09:00 Ted Weisberg notes that a "rising tide has not lifted all ships," pointing out that Wall Street's first half of 2026 benefitted the stock picker. He sees opportunity for value investors after companies like Adobe (ADBE), Intercontinental Exchange (ICE), and Zoetis (ZTS) recently tapped 52-week lows. On the Fed, Ted believes markets aren't factoring in an interest rate hike, somet

Wednesday’s Morning Movers: GIS & STZ Earnings, CRM Upgrade Jul 1, 2026 00:05:31 Diane King Hall tells us about this morning’s moving stocks at the opening bell. She says General Mills (GIS) and Constellation Brands (STZ) both beat on earnings even though headwinds persist in the outlook for both companies. In the software space, Diane talks about Gugenheim's upgrade for Salesforce (CRM). ======== Schwab Network ========Empowering every investor and trader, every market da

Darius Dale on Peak Inflation, Fed Uncertainty & Risks for the Mag Seven Jul 1, 2026 00:09:55 Darius Dale, Founder and CEO of 42 Macro, warns of peak inflation, rising Fed uncertainty, and slowing spending from the Mag Seven. He explains why investors may want to look beyond mega-cap tech and how treasury market pressures are influencing policymakers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://sc

Signs of Strength for Second Half of 2026, META Forming Cloud Business Jul 1, 2026 00:12:40 Alex Coffey says the second half of 2026 has a strong foundation underneath when turning to historical market metrics. One corner of Wall Street not seeing significant strength: hyperscalers, which have lagged compared to chipmaking peers. Alex also analyzes the latest ADP employment report, Nike's (NKE) lackluster earnings, and Meta Platforms (META) reportedly making its own cloud business. =

Options Corner: ORCL Added to Analyst Conviction List Jul 1, 2026 00:04:29 William Blair named Oracle (ORCL) as the newest stock to its conviction list as shares trade near 52-week lows. Rick Ducat shows how the stock struggled in recent months and outlines potential support and resistance areas to watch. He then turns to an example options trade for Oracle. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and a

2026's 'Hat Full of Surprises:' AI Valuations & Small Caps See Tests Ahead Jul 1, 2026 00:07:06 "A hat full of surprises" is how Tony Welch classifies the first half of 2026, noting market resiliency in the face of geopolitical uncertainty. That said, he sees valuations "relatively high" in the AI space and doesn't see much more room to run for related stocks. Tony urges investors to brace for an AI rotation and points to other sectors he sees benefiting from the move

Riesgo: Fed 'Should Not be Hiking,' Global Outlook for Memory & 3Q Jul 1, 2026 00:07:42 Ahmed Riesgo makes the case that the Fed does not need to raise interest rates, believing core inflation has not risen drastically enough to warrant a hike. Even if the FOMC raises rates, he expects small caps to continue a stellar rally seen in recent months. Ahmed turns to equities be measuring demand for AI memory, along with the runway it still holds for companies like Micron (MU) and SanDisk

Chart of the Day: PANW Jul 1, 2026 00:03:14 Rachel Dashiell with Charles Schwab talks about the parabolic climb in Palo Alto Networks (PANW) and the "slowing demand" forming on the long-term chart. In the short term, she believes there's potential for shares to run a little further. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabn

U.S.-Iran Lasting Pressures, Measuring AI Memory Demand & META's Kalshi Talks Jul 1, 2026 00:11:31 A pause in talks between the U.S. and Iran have futures taking a step back ahead of Wednesday's opening bell. Tom White turns to the trading action and explains how persisting headwinds keep markets pressured. He then discusses the AI memory trade and whether companies like Micron (MU) and SanDisk (SNDK) can keep up with record demand. Tom touches on Nike (NKE) stepping down toward a near 12-y

Stock Market Today: AMD Wins, SNDK Surges & Oppenheimer Downgrades Major Banks Jun 30, 2026 00:01:37 AMD Inc. (AMD) closed as one of the S&P 500's biggest winners with new records and raised price targets. SanDisk (SNDK) also surged after Bernstein raised its price targets and Oppenheimer downgraded major U.S. banks. Bank of America (BAC), Morgan Stanley (MS), Goldman Sachs (GS) and Citigroup (C).======== Schwab Network ========Empowering every investor and trader, every market day.Subscr

Tuesday's Final Takeaways: Strong First Half for Stocks & Consumer Confidence Jun 30, 2026 00:04:25 Marley Kayden recaps a strong finish to the first half of the year for stocks, highlighting the factors that fueled market gains. Sam Vadas discusses the latest consumer confidence report explaining why the reading could have missed expectations.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.c

Crypto Corner: Has Bitcoin Bottomed and Can It Break the Halving Cycle? Jun 30, 2026 00:08:57 Has Bitcoin finally found a bottom? Jenny Horne sits down with Charles Schwab's Jim Ferraioli to discuss Bitcoin's recent mining difficulty adjustment, whether the four-year halving cycle still holds up, and what the latest market signals could mean for investors. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newslette

SPCX Shoots for the Stars: Volatility & Starlink Expectations Ground Shares Jun 30, 2026 00:08:38 John Conca talks about SpaceX (SPCX) and its role in the greater space economy. He says as big a name as SpaceX is, he believes the results will vary as volatility continues to grip the stock. John also touches on his expectations for Starlink adoption and where the company fits in the communications space.======== Schwab Network ========Empowering every investor and trader, every market day.Subsc

Strong Jobs Data Highlights Labor Market Power Shift Jun 30, 2026 00:08:33 Jordan Shapiro breaks down the latest JOLTS data, pointing to a strong labor market and resilient consumer sentiment. He notes workers who switch jobs are outperforming those who stay, pushing companies to raise wages to retain talent. Shapiro says this dynamic is strengthening the position of skilled workers and supporting confidence across the economy.======== Schwab Network ========Empowering e

ETF Boom Continues: A.I. Spending and Small Caps Drive Growth Jun 30, 2026 00:04:48 Matthew Bartolini breaks down record ETF inflows surpassing $1 trillion in 2026, highlighting a resurgence in small caps driven by A.I. spending. He points to strong demand for sector ETFs, especially in technology and industrials, with aerospace and defense benefiting from rising geopolitical tensions and increased spending.======== Schwab Network ========Empowering every investor and trader, eve

Is Gold Still a Safe Haven? Market Volatility Sparks Debate Jun 30, 2026 00:05:31 Axel Merk and Cole Keller break down gold’s recent weakness, with prices pressured by rising bond yields and geopolitical tensions, including the war in Iran. While short-term traders have exited, they say long-term holders remain committed and gold is still up over 20% year-over-year. Both argue gold remains a key portfolio diversifier as concerns about U.S. dollar purchasing power persist.======

Crypto Mid-Year Outlook: What’s Weighing Bitcoin Down & Clarity Act Impact Jun 30, 2026 00:08:30 Alex Blume provides a mid-year check-in on digital currencies. He discusses what’s weighing on the crypto trade, the next steps in crypto investing and says Bitcoin is down more than 30% year to date. Alex also talks about how he believes the clarity act will impact crypto investing.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minut

Can Tesla Rebound? Deliveries, Growth, and AI Ambitions in Focus Jun 30, 2026 00:07:38 Ben Rose previews Tesla (TSLA) ahead of Q2 deliveries, calling for a rebound driven by strength in Europe and China and growing contributions from its energy business. He highlights long-term upside in robotaxis and Optimus but notes Tesla still trails Waymo in autonomy. Rose also says investors are watching for clarity around CEO succession as Elon Musk remains central to the story.======== Schwa

Gauging Confidence in Consumers & Impacts on Fed Jun 30, 2026 00:07:01 Dale Smothers talks about what the current consumers outlook on the economy looks like. He believes consumers are not confident that oil prices will go down and believe inflation will cause the Fed to raise rates. Dale discusses the biggest factors in raising consumer confidence and what they should pay attention to in the market.======== Schwab Network ========Empowering every investor and trader

Ca$htag$: Nike (NKE) Turnaround Hopes Build Ahead of Earnings Jun 30, 2026 00:07:47 LikeFolio's Andy Swan previews Nike (NKE) earnings, pointing to improving consumer demand driven by summer trends and sporting events. While still trailing competitors like Adidas and Under Armour (UAA), Swan says Nike’s renewed brand focus is gaining traction, with China not as weak as feared. He expects a positive earnings reaction as low expectations meet a strengthening global narrative.==

The Big 3: CAT, SPCX, JPM Jun 30, 2026 00:12:19 Aquiles Larrea, Jr. walks us through today’s Big 3. He names Caterpillar (CAT) as a high-quality company with a decent dividend, sees SpaceX (SPCX) as a highly favorable name with quick growth, and JPMorgan Chase's (JPM) recent “bounce” as opportunities. Charles Schwab's Ben Watson walks us through the technicals in the stock chart.======== Schwab Network ========Empowering every investor

From Construction to Hospitality: Job Growth Broadens Ahead of Report Jun 30, 2026 00:04:37 Ben Ayers of Nationwide says job growth is broadening beyond healthcare into construction and manufacturing, while moderating wages support a more stable inflation backdrop. He also expects a stronger June jobs report, boosted by hiring in leisure and hospitality.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https

Importance of Anthropic’s Price Discovery Ahead of IPO & SPCX Debut Jun 30, 2026 00:10:38 Cory Johnson talks about Anthropic ahead of its and OpenAI's upcoming IPOs. On SpaceX (SPCX), Cory argues that “what’s best for millionaire Elon Musk, may not be the best for everyone else,” explaining that big indexes buying into the stock takes away price discovery for peers. That price discovery is something Cory says Anthropic wants.======== Schwab Network ========Empowering every investor

Matthew Tuttle on Crude Oil & Inflation Woes, Space Stock Weakness After SPCX IPO Jun 30, 2026 00:07:06 Matthew Tuttle talks about the state of the current market and how to find opportunities in the current environment. He says he would not be surprised to see oil prices climb higher again, even if the Strait of Hormuz stays fully open, pointing to inflation as a key concern. Matthew also discusses his predictions on the future of AI healthcare and analyzes space stock weaknesses since the SpaceX (

NKE Stumbles in Europe & China Despite Step Up in North American Sales Jun 30, 2026 00:09:00 David Swartz says Nike (NKE)’s turnaround will take longer, with continued weakness in China and Europe weighing on results even as North American sales improve. Tom White expects choppy market conditions as the second quarter comes to a close, and demonstrates an example options trade for Nike.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve r

Analyst Moves to the Sidelines on Big Banks & Citigroup (C) Options Trade Jun 30, 2026 00:04:57 Marley Kayden discusses Oppenheimer’s downgrades on Bank of America (BAC), Citigroup (C), Morgan Stanley (MS) and Goldman Sachs (GS). With major banks set to report earnings on July 14, she talks about the key factors driving the firm's outlook. Tim Biggam walks us through an example options trade for Citigroup.======== Schwab Network ========Empowering every investor and trader, every market

AI ROI Remains a Critical Question for Mag 7 as Investors Question CapEx Jun 30, 2026 00:07:40 Can both hyperscaler and chipmaker stocks rally together? That's the question Charles Schwab's Nathan Peterson poses to investors, as he explains the role ROI has in both corners of the tech space. "Something's got to give" when it comes to profits, as Nate points out the underperformance in the Mag 7 as a yellow flag warning of tentative headwinds. ======== Schwab Network ==

Strong Jobs Data, AI Costs, and a Weak Yen Shape the Macro Outlook Jun 30, 2026 00:08:29 Ben Emons says strong jobs data could push the Fed more hawkish, while AI investment may add inflation pressure through rising memory costs. He also highlights the Bank of Japan’s struggle to support the yen and the risks this poses for the carry trade.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabne

Dietze: Markets Strong in First Half of 2026, Beware of Rising Risks Jun 30, 2026 00:07:41 David Dietze says strong first-half gains in 2026 likely face pressure from Fed policy and geopolitical risks. He highlights a shift in AI investment toward semiconductors and sees value in software names like Microsoft (MSFT) and Intuit (INTU), along with defensive sectors like healthcare and consumer staples.======== Schwab Network ========Empowering every investor and trader, every market day.S

Tuesday’s Morning Movers: Bank Downgrades, Airline PT Hikes, AVAV Earnings Surge Jun 30, 2026 00:05:50 Diane King Hall talks about this morning's top movers by highlighting Oppenheimer’s downgrades on Bank of America (BAC), Citigroup (C), Morgan Stanley (MS) and Goldman Sachs (GS). Wells Fargo raised its price targets on major airlines like American Airlines (AAL) and Southwest (LUV) in hopes that reduced oil prices will provide overall stability. Diane also touches on AeroVironment’s (AVAV) su

Michael Landsberg on Earnings Strength, Bull Cases in MU, FN & VST Jun 30, 2026 00:09:41 Michael Landsberg sees continued upside as strong earnings drive markets higher. He advises buying pullbacks in names like Micron (MU) and sees other tech-tied opportunities like Fabrinet (FN) and Vistra (VST). He also likes Japan as a bastion for global opportunities.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter -

Japanese Yen Falls to 40-Year Lows, U.S. Dollar Climbs & Metals Slide Jun 30, 2026 00:07:40 Kevin Hincks says the U.S. economy is doing “fairly well” as tensions appear to cool between the U.S. and Iran, expecting crude oil prices to slide further. One troubling international mover: the Japanese yen falling to 40-year lows. It comes as the U.S. dollar moves just under 52-week highs while metals like gold and silver remain in a bear market.======== Schwab Network ========Empowering every

Options Corner: NKE Steps Down to 12-Year Lows into Earnings Jun 30, 2026 00:04:37 Nike (NKE) shares are experiencing what Rick Ducat calls a “dicey” situation. He points out that the stock slipped below a key support level ahead of earnings. He offers an example options trade for Nike heading into the report. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read t

Opportunities in Infrastructure & Energy Stocks as AI Buildout Accelerates Jun 30, 2026 00:06:13 "As society evolves, so does the infrastructure," says Luke Taylor when referencing the ways AI demand is accelerating business needs for data centers and chipmakers. He talks about opportunities he sees in the AI buildout, from the companies creating data centers to energy producers. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Min

Caleb Silver on 2026's Resiliency, Macro Risks & AI Disruption Jun 30, 2026 00:07:16 Investopedia's Caleb Silver gives the first half of 2026 a "B trending B+" due to Wall Street's resiliency against substantial headwinds. He adds that earnings season added much-needed muscle to stocks, now turning his attention to the balance between inflation and jobs. On equities, Caleb explains how AI disruption hit big software stocks like Intuit (INTU) and risks ahead for S

Chart of the Day: STZ Jun 30, 2026 00:03:17 An early morning move to the upside in Constellation Brands (STZ) fizzled out the longer the morning went on. Ben Watson of Charles Schwab points out key levels for bulls to keep in mind ahead of earnings. He uses short and long-term charts to highlight where bulls and bears are expected to clash for the stock's momentum. ======== Schwab Network ========Empowering every investor and trader, ev

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