Schwab Network

DELL, ORCL, ZS & This Week's Tech Earnings to Gauge Lasting AI Strength

Bodner: Expect "Choppy" September, NVDA Set Stage for End of 2026 Rally

Clinton Sparks on "Capturing the Culture:" From Mixtapes & Lady Gaga to Global Gaming League

Thatcher: NVDA AI "Tentpole," META & MU New Value Stocks, SPCX Long-Term Buy

What DELL Learned from NVDA to Benefit in AI Buildout

Bull v. Bear: SPCX Revenue Goals Shoot Above Stratosphere

PANW Platformization: Key Value Proposition, or Margin Pressure Risk?

Traditional Finance "Finally Waking Up" to Crypto? Bitcoin's New Bull & Bear Case

The Big 3: CDNS, NET, WMT

TSLA Hits Gas in EVs: What is Means for BYD, NIO, XPEV & China's Market

New Inflation Threats Pose Interest Rate Risks & Analyzing Yen Weakness

Tim Cook's Final Day as Apple CEO: Analyzing AAPL Price Action & Options Trade

Ships Paying $500K Per Day in Strait of Hormuz Delays: Who's Fronting the Bill?

Monday's First Move: PCG Downgrades, GME Prelim Earnings, DE Upgrade

Options Corner: PLTR Pushes Back Toward Record Highs

Crude's Climb Sours New Trading Week, U.S.-Venezuela Deal to Buoy Risks

Crude Oil Surges Amid U.S.-Iran Firefight, August Jobs Report Looms

Jay Woods on September Weakness & MSFT, PLTR "Gapping and Going"

Pasqal CEO on Scaling Quantum Computing & Saudi Aramco Partnership

Mag 7 "In Back of the Bus:" Jeff Mortimer on "Power of Diversification" in Stocks

AI Buildout Reaches $1.5T in Leases: Risks Behind Massive Obligation from Big Tech

Zeno Mercer Says Robotic Bear Case "Harder to Find" as AI Accelerates

Nano Nuclear Energy (NNE) CEO on Role in Data Centers, Power Partnerships

How 2026 IPO Market Sets Stage for Anthropic, OpenAI Public Debuts

Key Takeaways in NVDA Earnings Surge & Ripple Effects Across AI Trade

Maher: Jensen Huang "Captain" of AI Ship, NVDA "Backstop" to Tech Trade

MU "Fantastic" Standing in AI Memory, SNDK Edge Over Competitors

Angelo Zino on META $16.7B Trial Settlement & Uncertain AI ROI Path

NVDA Earnings, GOOGL Partnership Offer MRVL Tailwinds, P/E Growing Headwind

"Tech Trade Guilty Until Proven Innocent?" Examining NVDA Earnings' Ripple Effects

Bull v. Bear: MSFT Hits 2026 High, is a New Record Next?

Ca$htag$: META’s AI Bet Not Showing Returns, Yet

Buying the Dip on MRVL Post-Earnings Drop as GOOGL Partnership Develops

Title: The Big 3: CRWD, SPCX, PLTR

Warsh's "Hawkish" Jackson Hole Speech & Impacts on Bitcoin's Bull Run

AI Shows Growth "For Now:" Tony Zipparro on Tech's Hidden Mixed Picture

Warsh's Jackson Hole Speech: Betting on AI to Aid Labor, Inflation Still Critical

Friday's First Moves: AFRM & GAP Soar on Earnings, ULTA Shows Blemish

Options Corner: PANW Surges Near Record Highs into Earnings

Fed Takes Center Stage After NVDA Earnings, Venezuela Considers Leaving OPEC

Andersen: Cybersecurity "Like Medieval Castle," Each Company is Different

Wall Street Waits for Kevin Warsh at Jackson Hole, MRVL Falls After Earnings

SNPS in Right Place, Right Time? Cory Johnson on Role in NVDA & Software

Market "Hyperventilating" Over Economy? Gauging Fears of Interest Rates, Treasury

Crypto Investors Await Clarity Act as Bitcoin, Ethereum Hold Rally

Thursday's Final Takeaways: U.S. & Asian AI Memory Stocks Diverge, Fed Rate Divide Widens

Big Moves: NVDA, SPCX, ORCL

MRVL Earnings "Measuring Stick:" Ways NVDA & GOOGL Add to Growth Story

GOOGL & UHAL: Two Sides of Value Coin Seen by Molly Pieroni

"Very Promising Time" for NVDA, Margins & Memory Questions Linger

Options Trades in CME & MRVL as NVDA Lifts Tech Sector

The Big 3: CRM, DG, HPQ

Shay Boloor on CRWD, OKTA Earnings Surge & "SaaSapolooza" Security Needs

NVDA & MU Growth Show SPX Concentration, Fed Readies for Jackson Hole

CRM Using Claude: Will Anthropic "Claudeforce" Partnership Back Earnings Growth?

Graham: NVDA "Must Own" for Investors, Mind Macro Risks Ahead

Thursday's First Moves: DG & DLTR Diverge, BBY & HPQ Earnings Sell-Off

Options Corner: MRVL Earnings Face Surging Expectations

NVDA Blowout Quarter Backs AI Trade Strength, Memory Remains Lasting Headwind

AI Buildout "at Full Steam:" NVDA Earnings Lift Futures, CRM Integrating Claude

MRVL Earnings Ahead: GOOGL Partnership Tailwind, Dilution Headwind

Catalysts Behind Crypto's Rebound & Clarity Act's Unclear Status

Wednesday's Final Takeaways: Moonshot AI's Talks with MSFT, AMZN, GOOGL; PCE Sees Uptick

Were NVDA Earnings "Great Enough?" Guidance & Margins Take Center Stage

EARNINGS PANEL: NVDA

Ghabour: September Will Create Buy Opportunity, MU & MRVL Strong Outlook

NVDA Baking "Six-Layer Cake" Through Data Centers, AI Chips & Financing

Bull v. Bear: Can NVDA Clear a Sky-High Earnings Bar?

NVDA Needs More Than "Astronomical" Earnings in Building "AI Economy"

Chinese EVs Competition Ramps on the Road: TSLA & Waymo Take the Wheel

The Big 3: KO, ADBE, TSLA

Jeffrey Small on NVDA "Fear of Large Numbers," MSFT & GOOGL Bull Case

NVDA Question Marks & Inflation Woes Create Unclear Path for Wall Street

INTU "Confusing" Earnings: Company Beats, Guidance Underwhelms

Wednesday's First Moves: ZM, KSS & WSM Fall After Earnings

Options Corner: Bracing for NVDA Earnings as SPX Correlation Tightens

META Settles Child Safety Trial, Core PCE Ticks Higher as NVDA Readies Earnings

NVDA Earnings to Hit Wall Street as Investors Navigate Volatile Iran Headlines

Anthropic Leads IPO Excitement in Back Half of 2026 as LLMs Evolve Businesses

Peter Tchir on U.S. "Warning Shot" to Iran, China Relations & Treasury's Bond Boost

Tuesday's Final Takeaways: Waymo Begins Europe Testing & Ecodata Misses

Dickens: NVDA Now Full Stack AI Company, Blackwell & Vera Rubin Add Muscle

Andy Baehr Backs Bitcoin's Bullish Move, Says Crypto "Entered New Regime"

Bull v. Bear: INTU Future Uncertain as AI Accelerates

Jacob Sonenshine Sees MU Buy Opportunity, TER & SO as Hidden AI Plays

CME on Single Stock Futures Launch, Using NVDA into Earnings

The Big 3: GOOGL, AMZN, SPCX

NVDA Earnings & Fed Opening Door to Deeper 2H 2026 Volatility

NVDA Global Earnings Catalyst as U.S. Trade Tensions with China, Canada Intensify

DKS Fumbles: Double Miss & Lowered Guidance Plunges Stock

Bitcoin Hits $80K: Cory Klippsten on Crypto's New Bull Run & Resistance Ahead

Tuesday's First Moves: NVDA PT Hike, MU & SNDK Cuts, UAL Expansion

Options Corner: INTU Struggles After "Software Meltdown"

Crude Oil Falls Despite New Iran Sanctions, Brace for Tons of Inflation Data

How 2026's Bull Market Differs from 2022 & Fed's Role to Maintain Run

"Operation Economic Outcast" on Iran, AMD Upgrade into NVDA Earnings

Explaining "Disconnect" in Crude Oil Prices, Gasoline's "Psychological Hit"

Ways NVDA Will Address Memory & Energy Bottlenecks, Vera Rubin Questions

Monday's Final Takeaways: TSLA Cybercab Launch Date & International Share, Bond Sales

Brooks Hiller on Balancing Sample Gates Management & College Education

Dan Ives on MSFT, NVDA, PLTR, SPCX & "Memory Supercycle" Amid AI Volatility

Costs of AI Leadership: GOOGL Strong Growth Comes with Negative Cash Flow

AI's Double-Edged Sword for Cybersecurity: Outlook for CRWD, PANW, OKTA

Bull v. Bear: AAPL Next iPhone Cycle Enough to Excite Investors?

Jim Worden on NVDA Bull Case, Energy Risks & INTC, PLTR, MU in Portfolio

The Big 3: VRT, SOXL, MA

INTU Earnings Bar Not Low Enough? Jefferies Cuts Price Target

SPX & Russell 1000 Levels to Watch as Fed, Treasury Yields Add Uncertainty

Jay Woods Warns of NVDA Volatility, Sees Bullish CRM & CRWD Technical Trends

James Demmert on NVDA "Bargain" Stock Price, Mixed SMH & Value Outside Tech

Monday's First Moves: CRWD & MRVL Price Target Hikes, INTU Cut

Options Corner: BABA Share Sale Leads to Stock Slide

U.S. Launching "Economic D-Day" on Iran as Investors Eye NVDA AI Price Hikes

U.S. Trade Tensions Intensify Between Iran & Canada, NVDA Earnings This Week

Next NVDA Catalyst? Ryan Shrout on Earnings & Vera Rubin Expectations

David Wagner on MSFT Moat Adding AI Momentum, Azure Backing CapEx Story

Nuclear Energy & Metals: Next Big Winners of AI Trade?

MU, SNDK Bull Case in Backlog & Easing Supply Woes After Stellar Stock Rally

Gold Bull Case Intact? Max Baecker Sees Bull Run in "First or Second Inning"

ADI Unique Value, Headwinds & Tailwinds in AI Buildout

META Cheapest Mag 7 Stock: Can Ads & AI Efficiency Drive Future Growth?

Bitcoin's "Coiled Spring" Jump, Clarity Act Pivot Point & Miners' Data Center Move

Daniel Rubino on Foldable iPhone & AAPL Long-Term Expectations

Friday's Final Takeaways: Gold Jumps on Lower U.S. Dollar & Consumers Stay Selective

Danielle Shay on MU, SNDK & STX Technical Analysis, Options Strategies

Bull v. Bear: AMD Ramps Competition with NVDA Through Helios

Ca$htag$: COIN Surges with Bitcoin, Prediction Markets Offer Opportunity

Chris Vermeulen on Opportunities in Silver Miners & Crypto Amid Bond Volatility

The Big 3: COST, BRK/B, CAT

Retail Earnings Recap: TJX Earnings Sell-Off Opportunity & WMT Options Trade

Treasury's Liquidity Boost "Band-Aid" & Fixed Income Strategies to Consider

AVGO Seeking Up to $100B in Debt Financing Mirrors NVDA AI Infrastructure Push

Friday's First Moves: CRWV & MRVL Price Target Hikes, WMT Mixed Analyst Reaction

Options Corner: DKS Hits 52-Week Low Ahead of Earnings

Bitcoin Rallies in Down Market Week, NVDA & Anthropic Offer Bullish AI Catalysts

Crypto Assets Rally on Clarity Act Push: What's Next for Bitcoin & Legislation?

AVGO Eyes Over $60B in AI Financing & NVDA Gets New Bull

Gibbs: Yields Don't Show "Winning Long-Term Strategy" for Economy

Clarity Act on the Clock: Bitcoin Rallies as Legislation Faces Key Deadline

Thursday's Final Takeaways: UBER & BIDU Robotaxi Partnership, Bitcoin Above $70K

CRM "Mixed" Earnings Expectations: AI's Double-Edged Sword in Stock Growth

Bull v. Bear: AVGO Sees New Pressure in MRVL & GOOGL Deal

Addressing SNDK Earnings Potential Amid AI Memory Volatility

Walmart Beat & Raise Not Enough for Wall Street & WMT Options Trade

The Big 3: PH, DXCM, UNP

Treasury Bond Buybacks Attacks "Symptom, Not Cause" of Yield Spikes

BABA Earnings Mixed Despite Cloud Growth: What's Next for AI Push?

Thursday's First Moves: Analysts Mixed on MRNA & MRK Rally, AAP & DE Earnings

Options Corner: ROST Vast Outperformer in Retail into Earnings

Crude Taps $87 & Yields Climb as Trump Threatens "Economic D-Day" in Iran

Crypto Rallies & Tech Slumps, WMT Falls on Earnings Beat & Raise

Sarah Henry on TGT "Early Days" of Turnaround & WMT Earnings Preview