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Schwab Network episodes
- "Phenomenal" Earnings v. Cyclical Concerns: MU Faces Key AI Questions
The outlook for AI memory stocks remains bullish, according to Yaël Ossowski, who discusses Micron (MU) earnings just ahead of the report. "There's just not enough memory" to power AI demand, says Yaël, who points to "huge opportunities" Micron can use to leverage more pricing power. William Kerwin of Morningstar Wealth has an $850 price target for Micron despite expecting "phenomenal" results. So, why his target is below the current stock price? William thinks "we're in the sixth or seventh inning" of Micron's "cyclical upswing."
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6 min - The Big 3: NVDA, BE, SPCX
High concentration in tech stocks isn't a bad thing for short-term traders, according to Tim Bohen, who points to trading opportunities it presents across Wall Street. He names Nvidia (NVDA) as the long-standing AI giant with plenty of value, Bloom Energy (BE) as a tentative breakout candidate, and SpaceX (SPCX) as a company with strong potential in guidance. Rick Ducat backs Tim's analysis of his stock picks by offering technical analysis of the charts.
======== Schwab Network ========
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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
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17 min - Why Set It and Forget It Could Wreck Your Retirement Plan
Bonnie Treichel says income planning is about preparing for markets rather than predicting them. She advises against the "set it and forget it" mindset, instead advocating for continually updating your financial plan as life and markets change. She also urges investors to tap into resources they may already be paying for, like 401k advisory services and CFP professionals, and to consolidate orphaned retirement accounts.
======== Schwab Network ========
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7 min - Dale Smothers Sees 8,000 SPX by End of 2026, MU Earnings Volatility Ahead
The "reversal" of market reaction to Wednesday's core PCE print remains plagued by crude oil's price spike despite continuing earnings strength, says Dale Smothers. He expects those earnings to bring the S&P 500 (SPX) to 8,000 or higher by year's end. Dale tells investors to "buckle up," however, noting that the path higher will be bumpy. On Micron (MU) earnings, he would "not be at all surprised" if the stock plunges after the report even if it presents blockbuster numbers.
======== Schwab Network ========
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8 min - BA Wins $20B U.S. Navy Contract Following Stock Price Plunge
Boeing (BA) has won a $20 billion contract to sell its next-gen fighter jets to the U.S. Navy. Marley Kayden explains the significance of the 11-digit sale and the lackluster price action to the headlines during trading late Wednesday morning. Prosper Trading Academy's Scott Bauer turns to an example options trade for Boeing.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
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7 min - Paul Meeks Remains Bullish on Micron, Sees Opportunities to Buy on Weakness
Micron (MU) shares are up over 500% year-over-year heading into Wednesday's earnings after investors saw upside in AI memory supply shortages. Paul Meeks believes the earnings will be great but points to guidance as the key question mark due to cyclicality concerns surrounding it and other peers like SanDisk (SNDK). That said, Micron's P/E ratio compared to the S&P 500 (SPX) is something Paul sees as a bullish opportunity so long as the profit roadmap remains clear. Tom White turns to an example options trade for Micron.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
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10 min - Oil Above $100 Could Be Coming After the Midterms
Simon Lack sees upside risk to oil prices with crude potentially pushing above $100 as the White House holds back action until after the midterm elections. He says China remains a swing buyer that calibrates purchases based on price, and views US energy exporters as the big winners since America is a reliable supplier with rising volumes in any scenario. He also warns a diesel export ban would backfire and push gasoline prices higher domestically.
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7 min - "Healing Needs to be Done" in SPX, Factors Keeping RUT in Downtrend
Market breadth is the key factor Nathan Peterson is watching in the S&P 500 (SPX). He explains why "there's some healing that needs to be done" in sectors beyond tech. Also mind the volatility he sees hitting markets at Wednesday's close due to the combination of Micron (MU) earnings and quarter-end rebalancing. Nate looks ahead to October and tentative headwinds he sees weighing on Russell 2000 (RUT) technicals.
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8 min - KG on Core PCE's Market Impact, White House "Accord on Super Intelligence"
Kevin Green tells investors to keep an asterisk next to the core PCE print that lifted equities at the beginning of Wednesday's trading session. He makes the case that the year-over-year metric will be the most important one for investors to mind. The latest GDP read shows an uptick driven primarily by AI spending. Speaking of AI, KG discusses the "White House Accord on Super Intelligence" after various AI leaders met with President Trump at the White House. Among the leaders in attendance: Jensen Huang of Nvidia (NVDA), Lisa Su of AMD Inc. (AMD), and Mark Zucerkberg of Meta Platforms (META).
======== Schwab Network ========
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9 min - Why the Consumer's Breaking Point Could Punish High-Flying Tech
Adam Coons says the Fed is unlikely to raise rates again despite consensus, as the consumer nears a breaking point with mortgages above 7%. He warns that tech names with stretched valuations and refinance risk, like Oracle (ORCL), could get punished this earnings cycle. He also likes Japanese financials and Southeast Asian semiconductors for diversification and prefers higher-dividend energy names for defense.
======== Schwab Network ========
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9 min
About Schwab Network
From the publisher's feed
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