Schwab Network

Charles Schwab's James Kostulias says investor concerns are across the board depending on which cohort you find yourself a part of, from AI to geopolitics and inflation. The number one concern for Gen Z: AI and whether the trade is really in a bubble. James adds that investors are likely seeing the market as overvalued, pointing to a heightening trend in outflows from single stocks and inflows into ETFs.

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Tsvetta Kaleynska says consumers have been stressed for the last year and a half despite what economic data suggests. She outlines her firm's data that points to the Fed and current political set-up as what consumer blame for inflation. It's not just inflation — Tsvetta also says the jobs front is also top of mind for Americans.

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SK Hynix (SKHY) shares slid to the downside even after the South Korean AI memory giant posted strong earnings. The selling action was even steeper in KLA Corp. (KLAC) even though that company showed similar results. Jenny Horne explains how supply constraints are hitting both firms and talks more about the high bar heading into both earnings. One firm that's muscling gains on its report: Seagate (STX).

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Zachary Hill discusses consumer confidence and the lack thereof around gas and grocery prices. He says it's no surprise numbers came in weaker as inflation adds pricing pressures and the jobs market remains in a no fire, no hire environment. This shift comes as Zachary makes the case that AI is driving economic growth, not American consumers. That said, he sees the trajectory for markets and the economy as bullish overall.

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As the Fed begins its interest rate meeting, Zed Francis talks about his predictions for tomorrow’s meeting and ways it can shake up volatility. He gives investors his full picture perspective on volatility trends and ways the Fed's decision shift momentum in the VIX, especially if the FOMC votes for a rate hike.

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Has the Senate shelved the Clarity Act? Seth Ginns talks more about the back and forth between Democrats and Republicans on key sticking points in the legislation but says "we're feeling quite good" it will get passed. When it comes to the Fed, he highlights his expectations for crypto should the FOMC tighten interest rates. 

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Joanne Bianco discusses volatility in the market ahead of the Fed’s rate decision and fixed income’s dual roles. She says fixed income is competing with stocks now as it creates great amounts of opportunity. Joanne also shares her expectations for tomorrow’s rate decision and the Fed’s path forward.

Boeing's (BA) mixed earnings showed enough green lights for investors to send shares higher on Tuesday's session. Morningstar Wealth's Nicolas Owens says one of the key questions lies in a key customer and a tentative setback of orders. However, he still sees the stock as one flying under fair value. Ben Tsocanos believes the aerospace giant's turnaround story continues to gain altitude on what he calls a "pretty solid quarter." He points to Boeing's backlog offering muscle to future earnings. 

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Nitin Sacheti talks about the state of the AI trade as the buildout accelerates. He focuses on small-cap companies tied to AI infrastructure and discusses what to watch in today’s earnings for the firm. Nitin also touches on the next phase of the AI investment cycle and separates winners from the rest of the tech crowd.

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Ryan Detrick talks about the "awfully strong" earnings season Wall Street has seen so far and points out opportunities for a market-wide rebound since sliding from all-time highs in early June. Financials and healthcare are two sectors in particular he sees "taking the baton" from tech. Ryan turns to the Fed and why he expects to see an interest rate pause for July and a rate hike for September. 

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