Schwab Network

Russell Hackmann, author of "Wall Street Is Not Your Friend," warns that stretched valuations, inflation concerns, and potential Fed tightening could pressure stocks. He shares risk-management strategies, including buffered ETFs and dividend-paying sectors like utilities and energy.

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The 10-year yield is near a 12-month high as the U.S.-Iran war continues to serve as an overhang for equities. Kevin Hincks offers his thoughts on the volatility as crude oil prices remain elevated and tariff developments add more questions to the macro picture. In equities, he talks about the key takeaways from Intel (INTC) earnings and AMD Inc.'s (AMD) climb following updates from its Advancing AI conference.

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Big Tech earnings delivered mixed results this week as Alphabet (GOOGL) and Tesla (TSLA) weighed on the sector despite Alphabet's revenue and earnings beat, with investors focusing instead on rising capital expenditure plans. Intel (INTC) stood out with stronger than expected earnings driven by growth in its data center and AI client computing businesses. Defense stocks rallied after strong quarterly results from Lockheed Martin (LMT) and RTX Corp. (RTX), sending both shares sharply higher.

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Sam Vadas breaks down the ECB's decision to hold interest rates steady and what it signals for the region's economic outlook. Marley Kayden also covers the latest move in energy markets as oil prices climb above $90 per barrel, highlighting the factors driving the rally.

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Sender Shamiss President and CEO at ReturnPro discusses how GLP-1 weight-loss drugs are transforming consumer shopping behavior, driving increased apparel spending and changing brand loyalty patterns. He explains why shoppers are buying more clothing, opting for higher-end brands, and demanding greater flexibility from retailers as they navigate ongoing weight loss.

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Intel (INTC) shares have climbed more than 300% over the last 12 months but have fallen 30% from record highs less than a month ago as of Thursday's close. After hours, the legacy tech firm showed AI strength with stronger-than-expected earnings and guidance that surged past Wall Street's estimates. Marley Kayden, Sam Vadas, and Jeff Pierce parse through the report that helps reinforce Intel's comeback story.

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Shay Boloor offers more insight into Alphabet's (GOOGL) earnings, which showed strong revenue growth backed by cloud, but expanding CapEx sent shares plunging. He sees the AI spending plans as bullish long-term, making the case that the first company to down will lose its AI moat. He adds that Alphabet's "shock factor" is now priced in to other Mag 7 names and likely limits further CapEx-tied downside. He talks about the bullish path he sees for Alphabet and other Big Tech firms as the AI buildout continues.

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Sam Callahan explains how inflation, Federal Reserve policy, and rising government spending could shape Bitcoin's future and why he believes the crypto market may be nearing the end of its bear cycle. He also shares why he thinks Bitcoin performs best during times of economic uncertainty and discusses what the Clarity Act could mean for the future of cryptocurrency regulation.

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Masayuki Abe, Chief Product Manager at Mitsubishi UFJ Financial Group (MUFG) explains why improving inflation, wage growth, and corporate reforms are strengthening the investment case for Japan. He also discusses the MUFG Japan Small Cap Active ETF (MJSC) and how its active strategy targets under-followed companies tied to themes like semiconductors and national resilience.

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Carley Garner breaks down the recent rally in the energy market, explaining why crude oil climbed to $90 a barrel for the first time since June 11. She argues the rally likely would have happened without U.S. involvement, just not as quickly. She also argues the gold market was pricing in geopolitical conflict before the broader market recognized the risks and makes a correlation between it and crude oil.

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