Schwab Network

"Nothing surprises me anymore" when it comes to the markets, says Tiffany McGhee, who explains why Wall Street's strength is so impressive given current macroeconomic conditions. She suggests investment strategies to consider as U.S. markets take a breather, including looking into other international markets. For individual stocks, Tiffany turns to what she considers unsung AI plays, including Vertiv (VRT) and Eaton (ETN).

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Nike (NKE) is stumbling deeper into a downtrend ahead of earnings, says Ben Watson of Charles Schwab. He points to the stock's struggle to maintain price action in a trading channel since its previous earnings.

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Alex Coffey ends the trading week with insight on the Fed's lasting impacts in corners of Wall Street beyond treasuries. A hawkish tilt from Fed Chair Kevin Warsh hit gold and Bitcoin in ways that Alex says hit traders in those markets harder than expected. It all comes as the AI memory trade gains speed following Micron's (MU) earnings as supply sees a long-term crunch. Alex attributes memory as a new commodity. Elsewhere in tech, he explains why ON Semiconductor (ON) is acquiring Synaptics (SYNA), and reports of OpenAI pushing back its IPO timeline.

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Micron (MU) soared to record highs after a blowout earnings report and stronger-than-expected guidance. Qualcomm (QCOM) secured key partnerships with Meta Platforms (META) and Microsoft (MSFT), while Apple (AAPL) logged its worst trading session in a year.

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Marley Kayden breaks down the latest PCE inflation data and what it means for investors. Sam Vadas recaps a volatile session, with stocks opening higher before the Nasdaq reversed lower, and highlights the key themes and market movers driving the action.

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John Deal breaks down the oil market and what it means for inflation and Fed policy. He discusses how a potential U.S.-Iran deal could stabilize prices, while strong demand risks overheating the economy. Deal also points to travel spending, including at Walt Disney (DIS), as a key gauge of consumer sentiment.

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David Doyle breaks down the latest U.S. data, noting that while GDP was revised higher, weaker personal consumption tells a more mixed story. He says persistent core inflation and a strong labor market could still push the Fed toward another rate hike. Doyle adds that lower oil prices may ease headline inflation, but won’t change the underlying pressure.

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AI exuberance and a pullback in consumers create a "tale of two Chinas," according to Henry Greene. He uses international ETF trends to show how the divergence is widening and explains why global investors are favoring South Korea over China. However, Henry suggests that investors pay attention to Chinese internet providers as tentative beneficiaries to come in the AI trade.

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Thomas Skrobe of WisdomTree discusses the firm’s evolution over 20 years, from factor-based ETFs to thematic strategies. He highlights growing demand for targeted exposure to areas like defense, AI, and quantum computing, including funds like the WisdomTree Europe Defense Fund (WDEF). Skrobe says the focus remains on delivering portfolio solutions for advisors as the firm scales its offerings.

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Paisley Nardini and Jeff Klingelhofer break down the latest inflation data, noting that while overall pressures have eased, services and AI-related costs remain sticky. They highlight core PCE rising to 3.4% in May, keeping the Fed cautious despite a strong labor market. While a near-term rate hike looks unlikely, they say persistent inflation could shape policy further out.

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