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The Calm Before the Oil Price Storm?
<p>Oil markets remain unusually calm despite escalating tensions in the Strait of Hormuz. Ellen Wald explains why crude prices have yet to hit triple digits even as drone threats disrupt tanker traffic and drive up insurance costs. While global inventories offer a short-term buffer, concern is shifting toward potential long-term damage to regional refining infrastructure that could trigger a sharper price spike.</p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader, every market day.</p><p>Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http...
Analyzing USO Key Levels & Options as Crude Oil Spikes
<p>Crude oil rallying 35% on the week offers other trading opportunities in the energy space, including ETFs. Rick Ducat turns to the U.S. Oil Fund (USO) and shows how traders can navigate its correlation to crude oil futures. He later notes elevated options activity which more than tripled a normal trading session. </p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader, every market day.</p><p>Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D</p><p>Subscribe to the...
Costco (COST) ‘One of the Strongest Earnings Compounders’ in Retail Sector
<p>Arun Sundaram shares his takeaways from Costco (COST) earnings, noting that it is growing topline above its peers. “It’s one of the strongest earnings compounders in our retail coverage,” he says. He thinks the renewal rate for memberships will stabilize, arguing that the churn is coming from younger people who tend to have a higher churn rate across the board. He discusses how executive-tier members are providing the bulk of their revenue and how Costco is trying to grow penetration there. </p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader, every market day.</p><p>O...
AI Pushing Wages Down & Potential for Labor Market Collapse
<p>Jason Greer argues that the labor market isn’t collapsing despite the shock of losing 92K jobs in February, but it is definitely slowing down. He attributes a part of the issue to the Kaiser Permanente strikes, which he says just happens every few years because of contract negotiations. He thinks workers are anxious for a ton of reasons, including politics, cash, global conflict, inflation, and more. Jason argues AI is pushing down wages as workers scramble for jobs, although he notes that businesses are still struggling to figure out how to use it.</p><p><br></p><p>======== Sc...
Investing in MARS: ETF Using RKLB, LUNR, ASTS & Others as Tech Evolves
<p>Dave Mazza with Roundhill Investments returns to the Watch List to talk about his firm's MARS ETF. It includes high-beta stocks in the space race like Rocket Lab (RKLB), Intuitive Machine (LUNR), and AST Spacemobile (ASTS) among others. Dave explains why Roundhill sees these names leading the space trade in the years ahead and the path of profitability for space-themed companies. AI is a corner of the market he sees as intertwined to space success. </p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader, every market day.</p><p>Options involve risks and are...
Breaking Down the Shock Job Loss in February
<p>James St. Aubin and Amy Glaser react to the February nonfarm payrolls report, which showed a shock loss of 92K jobs. James says the lack of layoffs has been the “linchpin” in continued optimism in the jobs market, and that may no longer hold. He tells investors to watch weekly initial claims closely. Amy notes one-offs hurting the report, including weather-related issues, though she does stress that hiring has slowed overall. On AI, she thinks people don’t have to worry about losing their jobs to technology, but to people who use AI better than they can.</p><p><br></p...
Why Investors Shouldn’t ‘Knee-Jerk’ Panic Sell
<p>Jeff Mortimer covers sector allocation strategies to consider and thinks investors should trim overweight tech positions. However, he still thinks it should hold a central place in portfolios. Overall, he thinks investors shouldn’t make any “knee-jerk reaction” to the U.S./Iran war as historically, market shocks have created entry points. He looks at how war and conflict have historically impacted risk assets in the longer-term to underscore his point.</p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader, every market day.</p><p>Options involve risks and are not suitable for all invest...
Repeat of Covid-19 Drop? Maley Warns of Potential ‘Sudden Decline’ in Stocks
<p>Matt Maley thinks we could see a “sudden decline” in stocks if the market wakes up to the U.S./Iran war, like how stocks dropped with Covid-19. But it’s not all geopolitics: stresses from AI capex and credit markets continue, meaning that a “rebound may not last all that long.” He looks at energy and defense, though he says he wouldn’t chase the former after the rapid run up. Matt argues that if tech starts to sell off, it will drag down equity markets as a whole and investors will move towards cash.</p><p><br></p><p>...
Tech Corner: NVDA Core of AI Trade
<p>You know the name, but do you know everything about Nvidia's (NVDA) core businesses? George Tsilis turns to the key drivers behind the Mag 7 giant's substantial profits. He adds that Nvidia's stock is considered cheap on a forward basis despite its gargantuan $4.4 trillion market cap. That said, it faces rising competition and investor fears of an AI bubble as headwinds. George later takes investors through his technical analysis for Nvidia. </p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader, every market day.</p><p>Options involve risks and are not suitable for all investors...
Age of AI Career Tips: Advice with Erin Talks Gen Z Jobs & Adaptability
<p>Erin McGoff says we're currently undergoing a "tough" jobs market as employers navigate AI and general uncertainty. She joins Schwab Network to offer her tips to those looking to get their next job. When it comes to Gen Z, Erin speaks on the challenges she believes the "hustle" generation needs to be wary of. She urges jobseekers to stay open-minded to evolving tech and opportunities in the sector. </p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader, every market day.</p><p>Options involve risks and are not suitable for all investors. Before trading...
