Schwab Network

The Evolution of SpaceX, Importance of Rocket Data & Starlink's Future

22 May 2026

Contributed by Lukas

Lisa Martin breaks down the importance of SpaceX's IPO, adding that the strongest asset isn't the physical rockets, but instead the data aroun...

AI, Fed & Strait of Hormuz Headwinds: Ahmed Riesgo's Cautious Market Take for 2026

22 May 2026

Contributed by Lukas

Ahmed Riesgo says he is still "structurally bullish" due to earnings, though he takes issue with the run up in stocks on during a time that&...

Tech Corner: INTC A.I. Turnaround, Valuation in Question

22 May 2026

Contributed by Lukas

Intel is trying to reinvent itself as a major player in A.I. infrastructure, foundry services, and advanced chip manufacturing. In this week's Tec...

David Aspell on KMLM ETF, Bonds & Portfolio Balancing in Peak Uncertainty

22 May 2026

Contributed by Lukas

David Aspell of Mount Lucas Management talks about his firm's KMLM ETF and how it trades across 22 global markets. He shares his taking an being s...

Survey Director Behind University of Michigan Consumer Sentiment Explains Report

22 May 2026

Contributed by Lukas

Joanne Hsu, director of surveys of consumers at the University of Michigan, talks about the university's latest consumer sentiment print and why i...

Charts to Watch: SPX Near All-Time High, LUNR & JOBY Momentum

22 May 2026

Contributed by Lukas

Ben Watson with Charles Schwab covers which stock charts to watch into the long holiday weekend, including a push in the S&P 500 (SPX) near record...

WMT Earnings, Attracting Diverse Consumers & Managing New Fed Policy

22 May 2026

Contributed by Lukas

James Czerniawski talks about the key takeaways from Walmart's (WMT) earnings after guidance came in softer than expected. However, he adds that t...

Bull v. Bear: IBM's Quantum Leadership in Early Innovation

22 May 2026

Contributed by Lukas

IBM Corp. (IBM) has entered the quantum computing space with lots of headlines. Charles Schwab's Joe Mazzola says the turn toward new innovation g...

Ca$htag$: RGTI Surges as Bulls Pile into Quantum Stocks

22 May 2026

Contributed by Lukas

Rigetti Computing (RGTI) shares are making a quantum leap. Megan Brantley (@LikeFolio) says we're still in the very early stages of the technology...

ROST Sees Short-Term Tailwinds & Long-Term Headwinds with Higher Inflation

22 May 2026

Contributed by Lukas

Ross Stores (ROST) posted earnings at the end of a week packed with retail reports. Chris Wang believes the big box retailer's growth can continue...

May's Consumer Sentiment Sinks: Rising Gas Prices Remain Biggest Culprit

22 May 2026

Contributed by Lukas

Eddie Yoon breaks down May's consumer sentiment report as it comes in at a record low. Ukraine's attacks on Russian oil supply, paired with th...

The Big 3: BE, APLD, AAPL

22 May 2026

Contributed by Lukas

Tim Bohen (@Stockstotrade) believes the stock market remains resilient despite all of the volatility surrounding global trade. His bull thesis revolve...

Chris Vermeulen on SpaceX Excitement, Silver & Gold's Slowdown

22 May 2026

Contributed by Lukas

@TheTechnicalTraders's Chris Vermeulen talks about SpaceX's incoming IPO and ways it re-energizes investors. He also talks about expectations ...

WDAY Margins Standout in Earnings, Company Fends Off AI Concerns

22 May 2026

Contributed by Lukas

Alex Coffey walks us through Workday's (WDAY) earnings, pointing to the software company's margins as the big standout. He says guidance leans...

David Woo's AI Bear Case For AI, Mythos & Markets' Middle East Disconnect

22 May 2026

Contributed by Lukas

David Woo explains why stocks keep moving higher and his bear case for AI despite the recent rally. He argues AI models may already be hitting limits....

KG on Sliding Consumer Sentiment, U.S.-Iran Disconnect & Warsh's Fed

22 May 2026

Contributed by Lukas

Consumer sentiment continues to slide, as Kevin Green points to metrics suggesting Americans are more concerned about their wallets getting pinched by...

James Demmert Sees 8,100 SPX in 2026, Favors NVDA & AAPL in Mag 7

22 May 2026

Contributed by Lukas

James Demmert tells investors to look at earnings growth and predicts by 2030, the Dow Jones Industrial Average ($DJI) will double. He also sees the S...

Friday's Morning Movers: ROST, DECK & TTWO Report Earnings

22 May 2026

Contributed by Lukas

Ahead of a long holiday weekend, Diane King Hall highlights key earnings moving the stock market Friday morning. Ross Stores (ROST) shows consumers st...

Future Outlook for Microcaps & Small Caps, Bigger Opportunities Ahead

22 May 2026

Contributed by Lukas

Elena Khoziaeva, Co-CIO & Portfolio Manager of Bridgeway, breaks down the outlook for small cap and microcap stocks. When it comes to microcaps, s...

Warsh to Start New Fed Chapter, World "Lush with Crude Oil"

22 May 2026

Contributed by Lukas

Kevin Warsh will set a new tone for how the Fed will tackle interest rates moving forward, says Kevin Hincks. He believes the new Fed Chair will be in...

Options Corner: ZS Rebounds Ahead of Earnings

22 May 2026

Contributed by Lukas

Zscaler (ZS) reports earnings on Tuesday as shares experience a short-term rebound from 52-week lows. Rick Ducat highlights key support and resistance...

Google I/O Key Takeaways: Gemini's Growth, Smart Glasses & Ties to Space Economy

22 May 2026

Contributed by Lukas

Sean Gorman talks about the biggest headlines for investors to walk away with from Google's I/O 2026 event. He sees the Gemini developments as a p...

Markets "Wait and See" Fed Approach & Importance of FOMC Independence

22 May 2026

Contributed by Lukas

Christopher Della Fave believes markets are taking a wait and see approach when it comes to the Fed and interest rates. He sees the bond market as the...

Stay Aware of U.S.-Iran Headlines, Breaking Down WDAY, ZM & DECK Earnings

22 May 2026

Contributed by Lukas

Keep your head on a swivel when it comes to headlines between the U.S. and Iran into the holiday weekend, says Kevin Green. Unofficial reports suggest...

Chart of the Day: ANF

22 May 2026

Contributed by Lukas

"A lot of chop with no real trend" is Rachel Dashiell's reason behind Abercrombie & Fitch's (ANF) stark move lower following a s...

Thursday's Final Takeaways: Gas Prices & QMCO Big Move

21 May 2026

Contributed by Lukas

Marley Kayden talks about gas prices spiking by 43% from prices last year ahead of memorial day while millions of Americans are still headed to hit th...

Scott Lander: "AI Matters More Than Oil on Market Impact"

21 May 2026

Contributed by Lukas

Scott Lander explains why AI is now driving markets more than oil, from the top-line growth to bottom-line profits. He also analyzes the market fallou...

Sundaram: WMT Guidance Underwhelms, High Margins Show Promise

21 May 2026

Contributed by Lukas

Walmart (WMT) shares sold off after posting underwhelming guidance in Thursday's earnings. Arun Sundaram points out that the previous quarter was ...

NVDA "Prisoner's Dilemma:" Why Shay Boloor Sees $10T Market Cap

21 May 2026

Contributed by Lukas

Shay Boloor talks about Nvidia's (NVDA) earnings beat backed soaring data center revenue, and why AI platform expansion is still in the early inni...

TTWO Beyond GTA 6, NTDOY Turnaround & Video Game Stock Earnings

21 May 2026

Contributed by Lukas

Alicia Reese breaks down the state of the video game industry, focusing on earnings from Take-Two Interactive (TTWO) and how investors may reframe exp...

Bitcoin Stays Quiet as Inflows Stay Thin, Institutions Leverage Stablecoin Supply

21 May 2026

Contributed by Lukas

Charles Schwab's Adam Lynch offers a closer look into the latest cryptocurrency movers — or lack thereof — in the space. He says he needs to s...

Capitalizing on HALO Stocks & AI Memory: Dave Mazza Talks LOHA & DRAM ETFs

21 May 2026

Contributed by Lukas

When it comes to heavy asset, low obsolescence stocks, Dave Mazza of Roundhill Investments talks about how his firm's HALO ETF (LOHA) capitalizes ...

The Consumer Squeeze: Ways WMT Earnings Show Retail Weakness

21 May 2026

Contributed by Lukas

Bryan Gildenberg and Katherine Black discuss retail trends and what Walmart (WMT) earnings say about the consumer. The company absorbed some transport...

Detrick: "Inflationary Growth" Market Bullish, AI Passing Baton to Cyclicals

21 May 2026

Contributed by Lukas

Even as markets continue to linger near all-time highs, Ryan Detrick says he's surprised to see a lack of excitement among investors. He attribute...

Ca$htag$: Is Everything Priced into DECK Ahead of Earnings?

21 May 2026

Contributed by Lukas

Landon Swan of LikeFolio highlights Deckers (DECK) ahead of earnings after Thursday's closing bell. The big question he poses to investors: is eve...

Bull v. Bear: Weighing AVGO Value Against Earnings Growth

21 May 2026

Contributed by Lukas

As investors digest Nvidia's (NVDA) earnings, @CharlesSchwab's Joe Mazzola and Kevin Hincks turn their attention to Broadcom (AVGO). Joe sees ...

NVDA "Priced for Perfection" & "Continues to Deliver Perfection" 

21 May 2026

Contributed by Lukas

Ed O'Gorman says Nvidia's (NVDA) stock movement after earnings should be expected. He suggests the company needs massive guidance raises and e...

The Big 3: GS, TER, DLTR

21 May 2026

Contributed by Lukas

Jason Brown isn't surprised to see a pullback Thursday after stocks ran up hot into Nvidia's (NVDA) earnings. He turns to Goldman Sachs (GS), ...

Buzz Solutions CEO on AI Growth, Energy Demand & Pressure on Utilities

21 May 2026

Contributed by Lukas

Buzz Solutions CEO, Kaitlyn Albertoli, breaks down how AI's rapid growth is creating a massive energy demand and putting pressure on utilities and...

Jay Mehta On NVDA Earnings, Rising Yields & Market Risks

21 May 2026

Contributed by Lukas

Jay Mehta breaks down why stocks moved lower after Nvidia (NVDA) earnings as bond yields reached 16-month highs. He explains the risks of a "mini...

Questions Surrounding Warsh-Led Fed & Inflation's Yield Impacts

21 May 2026

Contributed by Lukas

There's a lot of questions surrounding what a Kevin Warsh-led Fed will ultimately turn into. @CharlesSchwab's Cooper Howard talks about how a ...

NVDA Data Center Revenue Nearly Doubles, Announces $80B Buyback & Dividend Boost

21 May 2026

Contributed by Lukas

Jenny Horne talks about Nvidia's (NVDA) beat on earnings as data center revenues continue to soar. She says Nvidia announced a $80 billion additio...

KG: NVDA Muted Reaction Healthy for Stock Market, Analyzing Crude Oil Moves

21 May 2026

Contributed by Lukas

Nvidia's (NVDA) muted movement in shares following earnings is something Kevin Green considers a good thing given the stock's past performance after e...

Warning: 10-Year Treasury Yield Could Hit 5% If War Escalates

21 May 2026

Contributed by Lukas

Kevin Nicholson breaks down the federal reserve outlook and explains why rising inflation is putting upward pressure on interest rates and Treasury yi...

Kevin Warsh Faces Major Fed Headwinds

21 May 2026

Contributed by Lukas

Danielle Dimartino Booth breaks down the growing labor market fallout and why incoming pressure could make life more difficult for Kevin Warsh at the ...

David Dietze on AI's Path Ahead After NVDA Earnings, Top Picks in ACN, ACI & FISV

21 May 2026

Contributed by Lukas

David Dietze talks about his expectations for the U.S.-Iran War and weighs uncertainty against the recent bull run led by the AI trade. He also turns ...

Thursday's Morning Movers: ELF & DE Rise, INTU Falls After Earnings

21 May 2026

Contributed by Lukas

After markets opened lower after Nvidia's (NVDA) earnings, Diane King Hall breaks down this morning's biggest moving stocks. She highlights E....

SpaceX Files for IPO & Path Ahead for CBRS, Anthropic & OpenAI

21 May 2026

Contributed by Lukas

SpaceX has officially filed for a Nasdaq IPO under the ticker SPCX. Jim Neesen says it adds to a healthy backdrop for IPOs that includes Cerebras (CBR...

NVDA Earnings Solidify Central AI Standing, China Nowhere in Numbers

21 May 2026

Contributed by Lukas

Nvidia (NVDA) didn't move much following its earnings but there's a lot to take away from the report, including near-double data center revenu...

Options Corner: WDAY Down Over 50% Y/Y into Earnings

21 May 2026

Contributed by Lukas

Workday (WDAY) shareholders have experienced a tough year, with the stock now more than 50% below its 52-week high. Rick Ducat highlights key support ...

Fulton: Expect Volatility to Last, AI Trade to Take Biggest Hit

21 May 2026

Contributed by Lukas

Ben Fulton considers the rise in yields a serious issue that not many investors are assessing. It clashes with an AI trade's parabolic rally, whic...

Brace for Market Moves After NVDA Earnings, WMT & INTU Sell

21 May 2026

Contributed by Lukas

Keep a close eye on the first couple hours of trading after the opening bell, says Kevin Green. He believes the stock market's reaction to Nvidia&...

Chart of the Day: DECK

21 May 2026

Contributed by Lukas

Deckers (DECK) shares have shown a lot of trading activity around $100, building what Charles Schwab's Scott Thompson considers an interesting sce...

Crypto Corner: Bitcoin's Level to Watch & Plans for Tokenized Stocks

20 May 2026

Contributed by Lukas

Charles Schwab's Adam Lynch offers the latest glimpse into key crypto headlines investors need to watch. The biggest of which: the SEC planning fo...

Stock Market Today: NVDA Earnings Crushed, OpenAI Preparing & SpaceX Files

20 May 2026

Contributed by Lukas

Nvidia (NVDA) crushed earnings with record AI driven growth, OpenAI is reportedly preparing for massive IPO, and SpaceX just filed for what could beco...

Wednesday's Final Takeaway's: Crude Oil Prices & Samsung Union

20 May 2026

Contributed by Lukas

Marley Kayden talks about crude oil prices dropping back below $100 while Sam Vadas touches on Samsung's union announcement holding off on their w...

Jan Rogers Kniffen on WMT Strength and Retail Competition

20 May 2026

Contributed by Lukas

Jan Rogers Kniffen says Walmart (WMT) continues to outperform with strong execution across stores and e-commerce. He highlights growth in higher-margi...

EARNINGS ALERT: NVDA

20 May 2026

Contributed by Lukas

Nvidia (NVDA) has nearly doubled its quarterly data center revenue from a year ago, shown in the Mag 7 giant's latest earnings beat. The company&#...

NVDA Earnings Breakdown: Will Anyone Catch Up?

20 May 2026

Contributed by Lukas

Josh Schafer breaks down Nvidia's (NVDA) earnings beat, rising AI chip demand, and whether hyperscalers can finally challenge Nvidia's dominan...

NVDA Earnings Seen as Key Test for Market Rally

20 May 2026

Contributed by Lukas

Steve Bruce says markets are balancing strong AI-driven momentum with stubborn inflation and weak consumer confidence. He highlights value in small ca...

China Moves Toward AI Independence as Risks Build

20 May 2026

Contributed by Lukas

Sam Radwan says China is projecting strength globally while balancing weak consumer sentiment at home. He highlights rising valuations in China’s te...

Charts to Watch: SPX, CL & NUE

20 May 2026

Contributed by Lukas

Charles Schwab's own Ben Watson breaks down the key S&P 500 (SPX) technicals investors are watching. On stock movers, he highlights Colgate-Pa...

Uncorrelated Income Strategies: Inside the Catastrophe Bond Market

20 May 2026

Contributed by Lukas

Ethan Powell of Brookmont Capital Management highlights catastrophe bonds as an uncorrelated income strategy tied to natural disaster risk. He says hi...

Nvidia (NVDA) Eyes Next Phase of AI Leadership

20 May 2026

Contributed by Lukas

Shaon Baqui says Nvidia (NVDA) faces a key test as competitors like Amazon (AMZN) and Alphabet (GOOGL) push custom silicon. He highlights strong deman...

How Google I/O Changes GOOGL & AI Boom, Previewing NVDA Earnings

20 May 2026

Contributed by Lukas

Tony Zipparo and Ian Tien break down why markets are pushing higher, what Nvidia's (NVDA) earnings could signal next, and the biggest takeaways fr...

Travis Madeira on Food Supply Pressures and Energy Costs

20 May 2026

Contributed by Lukas

Travis Madeira says rising energy costs are pressuring the food supply chain, despite temporary relief from strong supply. He highlights growing strai...

Ca$htag$: WMT Outpaces TGT, TJX but Earnings Bar Is High

20 May 2026

Contributed by Lukas

LikeFolio's Megan Brantley says Walmart (WMT) continues to gain share across income groups, driven by strong e-commerce and delivery growth. She n...

Where TGT Stands in Big Box Retail Following Earnings Beat

20 May 2026

Contributed by Lukas

Andy Wang and Burt Flickinger break down Target (TGT) earnings, highlighting strong digital growth and improving traffic. They say the turnaround is g...

Google I/O 2026: Gemini AI Push Raises Stakes Against AAPL & MSFT

20 May 2026

Contributed by Lukas

Dave Nicholson discusses how Alphabet's (GOOGL) Gemini AI is becoming the foundation of its ecosystem and reshaping the future of search and onlin...

The Big 3: NKE, CVS, CSCO

20 May 2026

Contributed by Lukas

TheoTrade's Don Kaufman breaks down today's Big 3. He includes a bullish call spread on Nike (NKE), a bearish outlook on CVS Health (CVS), and...

NVDA Still Cheap? Andrew Arons Sees Earnings Strength, Eyes IBM as Value Stock

20 May 2026

Contributed by Lukas

Nvidia (NVDA) is expected to move markets after the close following a surge in the stock so far this year. Andrew Arons makes the argument the Mag 7 c...

Tani Fukui on Retail Reality vs. Inflation Pressure

20 May 2026

Contributed by Lukas

Tani Fukui says retail strength is masking real demand weakness once adjusted for inflation. She highlights pressure on lower-income consumers and ris...

Clarity Act & Lowering Mining Costs: Key Bull Catalysts for Bitcoin

20 May 2026

Contributed by Lukas

Charles Schwab's Jim Ferraioli believes crypto needs a fundamental catalyst for Bitcoin to break through heavy resistance forming around $82,000. ...

KG on SPX Testing Key Resistance, Crude Oil Persistence & NVDA Earnings

20 May 2026

Contributed by Lukas

The S&P 500 (SPX) is testing a key area of resistance established over recent weeks, says Kevin Green. Nvidia's (NVDA) earnings will be the ca...

Versace: NVDA Leading Multiyear AI Buildout, Impacts to Job Productivity

20 May 2026

Contributed by Lukas

Chris Versace sets the table for Nvidia's (NVDA) earnings ahead of the Mag 7 giant's report after Wednesday's closing bell. He favors the ...

Wednesday's Morning Movers: CAVA & TOL Jump, LOW Slides After Earnings

20 May 2026

Contributed by Lukas

Ahead of Nvidia's (NVDA) earnings after the close, Diane King Hall breaks down Wednesday morning's biggest market movers. She highlights Cava&...

SPX Sees Low Volume as NVDA Takes Spotlight into Earnings

20 May 2026

Contributed by Lukas

Bob Lang says market momentum is at a crossroads as the S&P 500 (SPX) and Nasdaq-100 (NDX) experience light volume. He highlights strong earnings ...

Other AI Stocks Impacted by NVDA Earnings & Analyzing Climb in Yields

20 May 2026

Contributed by Lukas

It's not just Nvidia (NVDA) that's expected to move after earnings. Kevin Hincks tells investors to pay attention to the greater AI trade for ...

Options Corner: NVDA Surges Ahead of Earnings

20 May 2026

Contributed by Lukas

Nvidia (NVDA) has rallied over 60% year-over-year, but as Rick Ducat points out, Nvidia's outperformance is underperformance compared to some of i...

Malibu Boats (MBUU) CEO on Earnings Growth & Sailing Past Headwinds

20 May 2026

Contributed by Lukas

Malibu Boats (MBUU) CEO Steve Menetto talks about the company's latest earnings and the direction he wants to the company to sail toward. He also ...

Hayes: "Sell the News" on U.S.-Iran Resolution, Call Buying Akin to Meme Stock Craze

20 May 2026

Contributed by Lukas

After the tech-led parabolic rally, Thomas Hayes now expects a "sell the news" situation in markets on a resolution surrounding the Strait o...

Chart of the Day: URBN

20 May 2026

Contributed by Lukas

Urban Outfitters (URBN) reports earnings after the close Wednesday. Rachel Dashiell of Charles Schwab points out a downtrend the shares are currently ...

SPX "Breather" into NVDA Earnings, ADI & LOW Report

20 May 2026

Contributed by Lukas

All attention turns to Nvidia (NVDA) as the stock market leader readies to report earnings after the closing bell Wednesday. Kevin Green talks about t...

Stock Market Today: HD Earnings Beat, Google I/O 2026 AI Announcements & KEYS Surges

19 May 2026

Contributed by Lukas

Home Depot (HD) closed higher after an earnings beat, while Alphabet (GOOGL) unveiled major AI updates at Google I/O 2026. Additionally, Keysight Tech...

Tuesday's Final Takeaways: Yields Rising & Alcohol Consumption Under Pressure

19 May 2026

Contributed by Lukas

Marley Kayden highlights rising yields and growing pressure on U.S. alcohol consumption. New data shows overall beverage demand declined last year, wi...

Rachel Ziemba on Oil Risks and Stagflation Threat

19 May 2026

Contributed by Lukas

Rachel Ziemba warns oil holding near triple digits could mask deeper geopolitical risks and fuel inflation. She highlights growing stagflation concern...

Bread Financial Holdings CFO on AI, Growth, Credit, and Consumer Trends

19 May 2026

Contributed by Lukas

EVP and CFO of Bread Financial Holdings (BFH), Perry Beberman, says the company is strengthening its model with disciplined credit and diversified par...

Dave Sekera on AI's Parabolic Run, Rotation to Value & Undervalued Sectors

19 May 2026

Contributed by Lukas

Dave Sekera, chief U.S. market strategist at Morningstar, says now is a good time to take money out of tech and growth stocks and move them into value...

DIVO, IDV, NDIV: Inflation Fears Drive Shift to Income ETFs

19 May 2026

Contributed by Lukas

Christian Magoon of Amplify ETFs says rising inflation and policy uncertainty are driving investors toward income-focused strategies. He highlights th...

Housing Recovery Delayed as Affordability Worsens

19 May 2026

Contributed by Lukas

Yelena Maleyev and Brian Jacobsen say the housing market remains stalled as affordability and rising mortgage rates keep buyers sidelined. They highli...

How Hardware & Software Show Two Sides of Same AI Growth Story

19 May 2026

Contributed by Lukas

Colin Symons discusses the current state of software versus semiconductor stocks, saying his team trimmed some chip holdings after the sector's ma...

Big Moves: NVDA, MSFT & AMZN Massive Options Activity

19 May 2026

Contributed by Lukas

Alex Coffey outlines eye-watering options activity in Nvidia (NVDA), Microsoft (MSFT), and Amazon (AMZN) just a day ahead of Nvidia's earnings. He...

Crypto Report: Iran's "Hormuz Safe" Bitcoin Insurance Push & Crypto Regulation

19 May 2026

Contributed by Lukas

Chris Perkins discusses Iran's new Bitcoin-backed service "Hormuz Safe" and why the country is increasingly turning to cryptocurrency am...

Flik CEO on AI's Next Big Shift: Impact to Startups & Productivity

19 May 2026

Contributed by Lukas

Brennan Ebrz, CEO and found of the generative AI company, Flik, says AI companies are ultimately selling intelligence, with startups and tech firms le...

Ca$htag$: TGT Recovery Questioned as Consumer Stress Builds

19 May 2026

Contributed by Lukas

LikeFolio's Andy Swan warns Target (TGT) faces an uphill recovery as consumer pressure and rising delinquencies weigh on demand. He highlights tou...

Home Depot (HD) Growth Stalls Amid Macro Headwinds

19 May 2026

Contributed by Lukas

Morningstar's Jaime Katz and Ryan Stever say Home Depot (HD) is holding steady but struggling to drive growth amid inflation and weak housing turn...

Changing Tastes Reshape Alcohol Market Dynamics

19 May 2026

Contributed by Lukas

Marten Lodewijks says alcohol consumption is declining as economic pressure and moderation trends reshape demand. He highlights strong growth in ready...

The Big 3: META, CAT, DDOG

19 May 2026

Contributed by Lukas

Joe Tigay walks us through today's Big 3, all of which have ties to the AI trade. He highlights Meta Platforms (META) as shares remain on the lowe...

MSFT, AMZN, WDC in Focus as AI Trade Faces Pressure

19 May 2026

Contributed by Lukas

Tom Essaye warns AI-driven market gains are facing pressure from rising yields and elevated oil prices. He highlights risks to tech spending and paral...

TGT Under Pressure? Metrics to Watch in Turnaround Story

19 May 2026

Contributed by Lukas

Charles "Charlie" O'Shea breaks down earnings expectations for Target (TGT), saying the big box retailer is still putting pieces togethe...