Schwab Network
Episodes
Overlooked Stock: LITE Record High
08 Apr 2026
Contributed by Lukas
Lumentum (LITE) recently received lots of attention after Nvidia (NVDA) made a $2 billion strategic investment into the company. George Tsilis talks a...
Brandon Rakszawski on the Reset in Private Markets
08 Apr 2026
Contributed by Lukas
Brandon Rakszawski discusses the pressure facing alternative asset managers as private credit concerns and liquidity mismatches drive investor redempt...
Ben Emons on Middle East Risk & the Fragility of Global Oil Markets
08 Apr 2026
Contributed by Lukas
Ben Emons breaks down how escalating Middle East tensions are reshaping global energy markets and complicating the inflation outlook. He explains why ...
Fed in the Middle: New Dual Mandate Challenges Add Rate Uncertainty
08 Apr 2026
Contributed by Lukas
Ben Ayers says the latest FOMC minutes show a Federal Reserve caught between persistent inflation and growing labor‑market risks, even as rate cuts ...
From AI to Oil: Tim Harder on Market Risks and Fed Trade‑Offs
08 Apr 2026
Contributed by Lukas
Tim Harder says recent volatility tied to geopolitics has created a rare opportunity for investors to rebalance portfolios. He explains why maintainin...
Phillip Streible's Case for Crude Oil Volatility Continuing & Stock Positioning
08 Apr 2026
Contributed by Lukas
Phillip Streible sees energy markets staying fragile over what he considers a fragile ceasefire between the U.S. and Iran. He explains why physical oi...
Diehl: Strait of Hormuz "Cautionary Tale," "Out" of Mag 7 Except NVDA & AMZN
08 Apr 2026
Contributed by Lukas
Philip Diehl, president of the U.S. Money Reserve, is skeptical the two-week ceasefire between the U.S. and Iran will even hold due to the stark diffe...
Gilland: AAPL Playing AI Race in Smart Manner, GOOGL Next Biggest Winner
08 Apr 2026
Contributed by Lukas
Logan Gilland believes Apple's (AAPL) decision to temporarily stay on the sidelines of the AI trade is a smart one. While other Mag 7 giants spend...
Gen Z Drinking Trends Create Generational Headwind for STZ
08 Apr 2026
Contributed by Lukas
Gen Z is "definitely less into drinking" compared to all of their older peers, says Landon Swan with LikeFolio. It's creating a disconne...
DAL Earnings Show Strength Against Volatile Energy Pricing
08 Apr 2026
Contributed by Lukas
Delta Air Lines (DAL) shares soared after earnings highlighted strength in premium and corporate travel. David Nelson and Meghna Maharishi discuss why...
Mike Townsend on Trump's Midterm Pressures from Iran & Energy Disruption Timeline
08 Apr 2026
Contributed by Lukas
Charles Schwab's Mike Townsend says Wednesday's relief rally has "rational exuberance" but remains riddled with uncertainty. While M...
Garrett Nelson Previews STZ Earnings & Explains TSLA Themes Beyond EVs
08 Apr 2026
Contributed by Lukas
CFRA's Garrett Nelson talks about the key expectations investors should watch heading into earnings for Constellation Brands (STZ) after Wednesday...
The Big 3: HOG, WMT, MRVL
08 Apr 2026
Contributed by Lukas
AI chips, retails giants, and legacy motorcycles take Don Kaufman's focus amid a sharp rally on headlines of a U.S.-Iran ceasefire. He sees Harley...
Michele Schneider on Volatility, IWM Strength, and Signs of Exhaustion
08 Apr 2026
Contributed by Lukas
Market volatility remains elevated, but signs of downside exhaustion are beginning to emerge. Michele Schneider points to relative strength in the iSh...
Wednesday's Morning Movers: Tech & Travel Stocks Rally, Energy Plummets
08 Apr 2026
Contributed by Lukas
Airlines and cruise lines rallied double digits while crude oil plunged over 17% at Wednesday's opening bell. Diane King Hall explains the price a...
"Short Covering Rally" Takes Over Trading & Gearing Up for Earnings Season
08 Apr 2026
Contributed by Lukas
Charles Schwab's Joe Mazzola believes there's more going on than short covering in Wednesday's trading action after the U.S. and Iran agre...
Frances Newton on Earnings Anxiety & Fragile Market Momentum
08 Apr 2026
Contributed by Lukas
Markets are attempting a volatile rebound as geopolitical tensions complicate the outlook for the S&P 500 (SPX). Frances Newton explains why trade...
KG "Skeptical" in Markets Beyond Relief Rally, Eyes Energy Volatility Ahead
08 Apr 2026
Contributed by Lukas
6,812 is the level to watch in the S&P 500 (SPX) for Wednesday, says Kevin Green, believing a push above that level will cement the strength of th...
Walser: Wary of Ceasefire Rally, Expectations for Inflation & CPI
08 Apr 2026
Contributed by Lukas
Rebecca Walser says she's surprised by the U.S.-Iran ceasefire and remains wary of Wall Street getting too far ahead of headlines. Any reversal of...
Chart of the Day: COIN
08 Apr 2026
Contributed by Lukas
Coinbase (COIN) is making "short-term repair" in the stock, says Rachel Dashiell with Charles Schwab. One warning sign she sees in the bounc...
Futures Rally Strong & Crude Plunges on U.S.-Iran Ceasefire, Watch Tech & Travel Today
08 Apr 2026
Contributed by Lukas
Markets are really optimistic on the two-week ceasefire, says Kevin Green, adding that indices reclaiming bullish technical support offer more relief ...
SPX to 8,100? Dow Jones to 100,000 by 2030? James Demmert Offers Index Bull Cases
08 Apr 2026
Contributed by Lukas
"Let's hope" peace between the U.S. and Iran can be finalized, says James Demmert, who recently predicated a sharp decline in crude oil ...
Ellerbroek: MSFT "Cheaper Than" XOM, Other Stocks to Watch in Relief Rally
08 Apr 2026
Contributed by Lukas
Despite a "fragile truce" in the U.S.-Iran ceasefire, Jed Ellerbroek sees Wednesday's relief rally as important after a market that'...
U.S.-Iran Ceasefire: Market Pressure Evaporates, Crude Oil Options Price Out Risk
08 Apr 2026
Contributed by Lukas
Kevin Hincks recaps the volatile Tuesday that was and the relief rally it eventually brought to start Wednesday's trading session. He analyzes cru...
Options Corner: ORCL Down 55% from Record High
08 Apr 2026
Contributed by Lukas
Reports that Oracle (ORCL) will get $14 billion in debt financing is adding to the software giant's gains amid Wednesday's relief rally. The s...
Seana Smith "Cautiously Optimistic" on U.S.-Iran Ceasefire & MSFT Bull Case
08 Apr 2026
Contributed by Lukas
The current relief rally Seana Smith sees in markets is one she's not fully confident in. Until there's a lasting resolution between the U.S. ...
Tuesday's Final Takeaways: Healthcare, Chips, and Airlines in Focus as Markets Shift
07 Apr 2026
Contributed by Lukas
Medicare insurers rally after a finalized 2.48% Medicare Advantage payment increase, easing margin pressure across the sector. Samsung (SSNLF) signals...
Why Bitcoin Still Trades Like a Risk Asset
07 Apr 2026
Contributed by Lukas
Aryan Sheikhalian explains why Bitcoin continues to trade like a risk asset rather than a true hedge, and what institutions still need to see for the ...
Tax Season Confusion Fuels Filing Errors
07 Apr 2026
Contributed by Lukas
David A. Perez explains why this tax season is seeing a surge in early and error‑prone filings as investors grapple with changes to SALT deductions ...
SpaceX IPO's Astronomical Potential & "Space Economy" Role on Wall Street
07 Apr 2026
Contributed by Lukas
SpaceX is expected to dominate discussions throughout global markets once it makes its public trading debut. "How big can it get?" It's ...
ITRS CEO Ryan Terpstra on AI, Outages, and Infrastructure Risk
07 Apr 2026
Contributed by Lukas
Ryan Terpstra, CEO of ITRS, warns that geopolitical stress and cloud concentration are pushing U.S. financial infrastructure to the brink. He explains...
GOOGL & MSFT "Hidden Assets" & Markets Navigating "Knife Edge"
07 Apr 2026
Contributed by Lukas
Christopher Davis talks about the uneasiness surrounding the U.S. and Iran and how it detracts from what was a strong earnings and economic outlook pr...
LLY v. NVO: Weighing Who's Winning the GLP-1 Industry
07 Apr 2026
Contributed by Lukas
Scott Zari returns to the Watch List and offers the latest updates around the GLP-1 trade and the two companies leading it: Eli Lilly (LLY) and Novo N...
Technical Tuesday: SPX, MO, CVX
07 Apr 2026
Contributed by Lukas
Charles Schwab's Kevin Horner says geopolitical risk and key technical levels are keeping pressure on the S&P 500, with bulls needing a reclai...
Rotation Out of Big Tech Fuels Power and Defense Plays
07 Apr 2026
Contributed by Lukas
Bob Shea says market leadership is shifting as investors rotate out of mega‑cap tech and into industrials tied to power, defense, and reindustrializ...
The Power of Patience in a Noisy Market
07 Apr 2026
Contributed by Lukas
Kevin Matthews II argues that constant market action is a distraction, not a strategy—especially for younger investors. Drawing on Gen Z investing d...
Ca$htag$: DAL "Pretty Strong" Pre-Earnings Thanks to Wealthy Customers
07 Apr 2026
Contributed by Lukas
"The K-shaped economy is very much applicable to travel," says Landon Swan of LikeFolio, pointing to positive web interest in Delta (DAL), U...
Examining MU Leadership in AI Memory Shortages, MSFT & PLTR Bull Cases
07 Apr 2026
Contributed by Lukas
Kim Forrest urges investors to "think a little slowly" with the AI memory chip trade. She tells investors questioning the longevity of the i...
Sal Mercogliano on Strait of Hormuz Future & Energy Disruption
07 Apr 2026
Contributed by Lukas
Sal Mercogliano offers a full picture perspective on the shipping concerns surrounding the Strait of Hormuz. While he sees ships making their way thro...
The Big 3: BA, DE, FDX
07 Apr 2026
Contributed by Lukas
Today's Big 3 focuses on stocks Aquiles Larrea, Jr. sees as fortresses in Wall Street despite ongoing geopolitical uncertainty. He makes the case ...
Nyland: Earnings Growth Offsets Geopolitical Risk
07 Apr 2026
Contributed by Lukas
Tim Nyland says the S&P 500’s path forward hinges on earnings resilience despite geopolitical risk and stagflation fears. He highlights tactical...
DAL Earnings Preview: Crude Oil's Climb Hits Airlines & Offering Options Trade
07 Apr 2026
Contributed by Lukas
Christine Short offers a preview of Delta Airlines (DAL) earnings as travel costs soar due to accelerating crude oil prices. She offers bearish and bu...
SPX "Sliding Window" on Iran Headlines, Finding Safety in Tech & Utilities
07 Apr 2026
Contributed by Lukas
Markets "want to be higher," says Nathan Peterson with Charles Schwab, seen in S&P 500 (SPX) resilience despite higher crude oil prices ...
Dollarhide on Oil, Big Tech, and Defensive Opportunities
07 Apr 2026
Contributed by Lukas
Jake Dollarhide, CEO of Longbow Asset Management, says markets have remained calm despite Middle East tensions, but warns a sharp oil spike could quic...
EXE, CHRD, and FLG: Where George Schultze Finds Defense in Volatility
07 Apr 2026
Contributed by Lukas
George Schultze says market volatility is forcing investors away from passive exposure and toward selective stock picking. He highlights domestic ener...
Stever: Volatility Exposes the Risk of Market Concentration
07 Apr 2026
Contributed by Lukas
Ryan Stever, CIO of Intech, says recent volatility is forcing investors away from concentration risk and toward value. He explains why rising oil pric...
Tuesday's Morning Movers: ANET & MS Upgrades, Homebuilder Downgrades
07 Apr 2026
Contributed by Lukas
George Tsilis turns to stories moving stocks beyond the pending U.S.-Iran negotiation deadline. Rosenblatt's upgrade of Arista Networks (ANET) is ...
Perception v. Reality: Stay Nimble on Headlines as Wall Street Awaits U.S.-Iran Resolution
07 Apr 2026
Contributed by Lukas
The theme of Tuesday's trading action is perception versus reality, says Kevin Hincks. He urges investors to keep your heads on a swivel as headli...
Options Corner: AAPL at Key Support Amid Foldable Phone Delays
07 Apr 2026
Contributed by Lukas
Reports say Apple (AAPL) has faced engineering setbacks for its foldable iPhones, leading to some pressure in the Mag 7 stock. Rick Ducat turns to App...
Garner: Oil "Blow Off Top" Likely, Outlining "Perfect Scenario" Case for Price Slash
07 Apr 2026
Contributed by Lukas
After crude oil topped $116 in Tuesday's futures, Carley Garner makes the case that a "blow off top" move is likely. She outlines her ca...
U.S.-Iran Agreement Deadline Key Focus of Markets, Portfolio Positioning in Uncertainty
07 Apr 2026
Contributed by Lukas
Garrett Melson says everyone is waiting anxiously for Iran to reach an agreement with the U.S. to reopen the Strait of Hormuz. He points to ways inves...
Chart of the Day: MSFT
07 Apr 2026
Contributed by Lukas
Microsoft (MSFT) has experienced a large but slow pullback from last year's record highs. Ben Watson with Charles Schwab highlights the short and ...
Bauer: "Heavy Pullback" Imminent if Iran Conflict Escalates
07 Apr 2026
Contributed by Lukas
Crude oil futures broke above $116 heading into Tuesday's trading session as global markets wait anxiously for a tentative U.S.-Iran conflict reso...
Monday's Final Takeaways: Iran Fatigue & Dispersion Returning
06 Apr 2026
Contributed by Lukas
Alex Coffey covers Monday's final takeaways and explains how headlines surrounding the U.S.-Iran War are dampening price action throughout Wall St...
Latham Group CEO on Growth Beyond the Housing Slowdown
06 Apr 2026
Contributed by Lukas
Latham Group (SWIM) is gaining share in a tough housing market by leaning into its fiberglass pool niche. CEO Sean Gadd explains how strong execution ...
Jacobsen: Manufacturing Reawakens, Risks Remain
06 Apr 2026
Contributed by Lukas
Brian Jacobsen says U.S. manufacturing is showing early signs of a cyclical rebound after a two‑year slump, even as higher energy costs complicate t...
AI Can’t Replace Caregivers: Healthcare Hiring Surges
06 Apr 2026
Contributed by Lukas
Barb Clapp explains why healthcare continues to anchor the U.S. labor market even as AI and trade policy disrupt other sectors. The industry added rou...
Tchir: 3% to 5% Stock Pullback Likely, Stay Overweight on Energy
06 Apr 2026
Contributed by Lukas
Peter Tchir is "highly suspect there will be a ceasefire" in Iran. Another 3% to 5% pullback in stocks is in the cards should the U.S.-Iran ...
Llerena: Why Panic Isn’t the Play in a Geopolitical Market
06 Apr 2026
Contributed by Lukas
Marla Llerena says global conflict is driving volatility, but investors shouldn’t panic. She highlights opportunities tied to AI‑driven infrastruc...
Strait of Hormuz "Best Case Scenario" Involves Years of Structural Issues
06 Apr 2026
Contributed by Lukas
Even if conflict around the Strait of Hormuz ends soon, the existing damages to energy infrastructure in the Middle East have Ellen Fraser maintaining...
March 2026 STAX: Investors Diversify Exposure, Still Buys Big Tech
06 Apr 2026
Contributed by Lukas
New month, new Charles Schwab STAX. Joe Mazzola notes a shift in sentiment with investors moving into more ETFs. He believes those investors want to s...
Why Higher Tax Refunds May Not Boost Consumer Spending
06 Apr 2026
Contributed by Lukas
Sandra Swirski, CEO of Integer, breaks down why tax refunds are surging this season and whether that cash will boost spending or get absorbed by infla...
Ca$htag$: Wall Street Missing CVNA Bullish Consumer Momentum
06 Apr 2026
Contributed by Lukas
LikeFolio's Landon Swan says Carvana (CVNA) is flashing a bullish disconnect as consumer demand trends higher despite Wall Street skepticism. He e...
"More Bullish Than Ever on Gold:" Getting "Ahead" of Next Metal Rally
06 Apr 2026
Contributed by Lukas
Max Baecker is "more bullish than ever" on gold as the yellow metal retreats to what he sees as a strong support level. If crude oil's p...
Osborne: Value, Small Caps, and Private Credit Gain as Fed Waits
06 Apr 2026
Contributed by Lukas
Kieran Osborne says geopolitical noise is pressuring markets, but underlying U.S. fundamentals remain solid. He discusses the rotation into value and ...
The Big 3: LNG, TSLA, UBER
06 Apr 2026
Contributed by Lukas
Energy, EVs, and rideshare companies take Scott Bauer's attention for Monday's Big 3. He sees opportunity in the volatile energy trade with Ch...
MSFT, META, and a Market Priced for Fear
06 Apr 2026
Contributed by Lukas
Ted Thatcher warns that rising energy costs and cracks in the labor market raise stagflation risks, leaving the Fed in a tough bind. He discusses why ...
Google's AI Push Shows Positives in Ads & Gemini, GOOGL Options Trade
06 Apr 2026
Contributed by Lukas
Alphabet (GOOGL) is leading the way when it comes to AI monetization, says Ali Mogharabi. He points to optimization in search and advertising as key s...
Iran Conflict & Energy Volatility's Impact on FOMC, Bond Market
06 Apr 2026
Contributed by Lukas
Charles Schwab's Collin Martin runs through the latest ISM manufacturing data and ways it affects the Fed's dual mandate. It plays into Collin...
Pelosky: Emerging Markets Gain on U.S. Weakness, Opportunities in NVDA & ETFs
06 Apr 2026
Contributed by Lukas
Jay Pelosky says geopolitical tensions are accelerating a rotation out of U.S. equities and into international markets. He discusses new leadership in...
Ted Weisberg on Doing "Nothing" Amid Volatility & "Short Oil" Airline Trade
06 Apr 2026
Contributed by Lukas
Sometimes, "the best thing you can do is do nothing," says Ted Weisberg. He sees continuing volatility from the U.S.-Iran War creating an un...
Bullish Infrastructure Bets: NVDA, DELL, HPE, HUT Lead the Charge
06 Apr 2026
Contributed by Lukas
Steven Orr, CEO of Quasar Markets, sees a bullish market ahead by emphasizing infrastructure investments over speculation. He expects oil prices to fa...
Monday's Morning Movers: NFLX Upgrade, CVNA Downgrade, INTC PT Hike
06 Apr 2026
Contributed by Lukas
Goldman Sachs sees new bullish potential in Netflix (NFLX) after Paramount Skydance (PSKY) won the bidding war for Warner Bros. Discovery (WBD). Georg...
Volatility Escalates: Brace for Another Uncertain Week on Wall Street
06 Apr 2026
Contributed by Lukas
Whispers of ceasefire talks between the U.S. and Iran have investors on edge to begin another trading week expected to hold lots of volatility. Kevin ...
Options Corner: CVNA Key Levels & Example Trade
06 Apr 2026
Contributed by Lukas
Carvana (CVNA) shares caught new traction in recent trading session, as Rick Ducat takes the wheel by putting key levels to watch in the headlights. H...
Jay Woods Talks SPX Technicals, Upcoming Earnings & Sectors to Watch Amid Iran Conflict
06 Apr 2026
Contributed by Lukas
Jay Woods remains cautious of positive price action so long as the U.S.-Iran War continues. That said, he sees technical improvement in the S&P 50...
Volatility's Reach in Jobs: Ways Fed Will Navigate & Protections to Consider
06 Apr 2026
Contributed by Lukas
"Volatility may still be in front of us," says Erin McLaughlin when turning to the labor picture after Friday's March jobs report. The m...
Iran Deadline Looms as Futures Quiet to Begin Week
06 Apr 2026
Contributed by Lukas
Markets are awaiting President Trump's Tuesday deadline for Iran to reopen the Strait of Hormuz. Tom White discusses how the war is impacting the ...
Tech Corner: AAPL Builds Up Tech Ecosystem
02 Apr 2026
Contributed by Lukas
You see their products everywhere — and may even own one of them yourself. George Tsilis revisits Apple (AAPL) for this week's Tech Corner and w...
Thursday's Final Takeaways: Travel Stocks Plunge & Tariffs Back in Focus
02 Apr 2026
Contributed by Lukas
Marley Kayden and Sam Vadas cap a short trading week filled with volatility by turning to headlines investors likely missed on Thursday's session....
Energy Independence Powers the AI Future
02 Apr 2026
Contributed by Lukas
Rob Thummel says the latest oil spike tied to Iran highlights a deeper shift toward U.S. energy independence. He explains why America’s shale advant...
Low Hire, Low Fire: Why Workers Are Stuck
02 Apr 2026
Contributed by Lukas
Mark Hamrick breaks down a frozen U.S. labor market as JOLTS data shows low hiring and low firing, limiting mobility and wage growth. He explains why ...
Bruce: History Warns Against Chasing the Bounce
02 Apr 2026
Contributed by Lukas
Steven Bruce, CIO of Bruce Wood Capital, says history suggests caution after the S&P 500 snaps a multi‑week losing streak. He explains why forwa...
Braiin (BRAI) CEO on Bringing AI to Analog Industries
02 Apr 2026
Contributed by Lukas
Natraj Balasubramanian, CEO of Braiin (BRAI), joins to discuss the company ahead of ringing the Nasdaq closing bell. The company runs an AI platform t...
"30,000 is the New Zero:" Critical Metrics in March Jobs Report
02 Apr 2026
Contributed by Lukas
Markets are closed Friday but we'll still get the March jobs report in the morning. Nicole Bachaud and John Blank both agree that "30,000 is ...
How Energy Shortages Around the World Impact U.S. & Stagflation Threat
02 Apr 2026
Contributed by Lukas
Sweta Singh explains how the market perceived Trump’s speech on Iran last night. She doesn’t think it believes the Strait of Hormuz is going to re...
MSFT, AVGO, LLY & Other Stock Market Opportunities Amid U.S.-Iran War
02 Apr 2026
Contributed by Lukas
There's always opportunity in markets if you know where to look, says Tiffany McGhee. She offers insight into how her firm positions portfolios in...
Dickens: ORCL Next "Hyperscaler," NVDA Moat Unstoppable, CRWV "Fantastic" Model
02 Apr 2026
Contributed by Lukas
Steven Dickens offers a wide perspective on the AI trade and makes the case why it's still the market's "theme" moving forward. For ...
Ca$htag$: AAPL Interest Grows Despite "Sitting Back" in AI Race
02 Apr 2026
Contributed by Lukas
Some investors questioned Apple's (AAPL) decision to stay on the sidelines of the AI trade, though 14% year-over-year web visit growth shows a las...
Vigilant CEO on AI Supply‑Chain Attacks Exposing Substantial Cybersecurity Risks
02 Apr 2026
Contributed by Lukas
Chris Nyhuis, CEO of private cybersecurity firm Vigilant, breaks down how a recent AI supply‑chain attack exposed vulnerabilities in open‑source s...
Eric Diton on Small Caps, International Stocks, NVDA & Opportunity Beyond Big Tech
02 Apr 2026
Contributed by Lukas
Eric Diton warns that geopolitical risk and heavy S&P 500 (SPX) concentration leave markets vulnerable, even if oil shocks prove temporary. He dis...
WTI Crude Prices Overcome Brent, Implications for Inventories & FOMC
02 Apr 2026
Contributed by Lukas
Ben Cook adds clarity to what he considers a headline-driven market. He notes that investors pricing in a conflict cooldown, offering levity ahead for...
The Big 3: PLTR, GEV, CASY
02 Apr 2026
Contributed by Lukas
As volatility continues to grip the stock market to close a short trading week, Dan Deming turns to three stocks he sees weathering the volatile storm...
Energy's Electrifying Trade: Iran & AI Tailwinds, CVX Options Trade
02 Apr 2026
Contributed by Lukas
Greg Halter offers his full-picture perspective on the energy trade after crude oil broke above $110 on Thursday's trading session. He sees the se...
TSLA Misses 1Q Deliveries, Still Rises Y/Y: Telsa Losing Speed in Global EV Race?
02 Apr 2026
Contributed by Lukas
Tesla's (TSLA) 358,000 first-quarter vehicle deliveries did not meet Wall Street expectations of 366,000. However, that number still beats year-ov...
What SPX & VIX Options Activity Signals in Stock Market
02 Apr 2026
Contributed by Lukas
With the S&P 500, Nasdaq-100, and Dow Jones all below their 200-day SMA, Charles Schwab's Nathan Peterson analyzes price action and its correl...
Oil Prices Making Dents in Economy, Consumer Sentiment
02 Apr 2026
Contributed by Lukas
Erik Lundh covers consumer sentiment in an uncertain environment. He expects the Iran war to weigh on the economy this year – gasoline prices are es...
Ted Parkhill: This is My Favorite Kind of Market to Trade
02 Apr 2026
Contributed by Lukas
The “next big thing to watch” is Cuba, says Ted Parkhill, following the logic for American energy dominance. He looks to commodities like coffee a...
Thursday's Morning Movers: GOOGL & META PT Cuts, Airline Adjustments & EAT Upgrade
02 Apr 2026
Contributed by Lukas
Lots of analyst updates hit the wire into Thursday's trading session, including price target cuts from Wells Fargo on Alphabet (GOOGL) and Meta Pl...
McMahon: Rate Cuts ‘Critical’ This Year, ‘Loves’ META & MSFT
02 Apr 2026
Contributed by Lukas
“Interest cuts are just so critical” this year, says Chris McMahon, but high oil prices prevent them. He says Trump is playing a “sophisticated ...