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Tech Corner: SNDK Joins the Nasdaq-100
<p>Sandisk (SNDK) has risen nearly 3,000% over the last year, and despite the rally, it is making a case that it could go even higher. In this week's Tech Corner, George Tsilis examines how Sandisk has excelled since its spin-off from Western Digital, and how its pure-play NAND technology allows it to serve the growing LLM market.</p><p><br></p><p>George also examines key risks — including the parabolic move in the stock, fears of a global oversupply in NAND technology, and valuation concerns.</p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader, every ma...
Stock Market This Week: Iran, INTC Earnings & AAPL CEO Stepping Down
<p>Headlines surrounding Iran and the Strait of Hormuz continue to command markets. Intel's (INTC) rebound story gains ground in earnings. Apple (AAPL) CEO Tim Cook announces he's stepping down from the position in September. Marley Kayden talks about the biggest stories of the trading week. </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 Market Minute newsletter - https://schwabnetwork.com...
Friday's Final Takeaways: DOJ Ends Powell Probe & Consumer Sentiment Uptick
<p>Marley Kayden ends the trading week with Friday's final takeaways centered on macro movers. She talks how the Department of Justice ending its probe into Fed Chair Jerome Powell, along with an uptick in consumer sentiment, mold moves under the surface of Wall Street. </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 Market Minute newsletter - https://schwabnetwork.com/subscribe<...
Matt Barry: SEC Ruling Opens the Door to a New Era for ETFs
<p>Matt Barry explains how the SEC’s decision to grant exemptive relief is reshaping the ETF landscape by ending Vanguard’s long‑standing dual‑share class advantage. He details how mutual funds and ETFs can now coexist in a single structure, combining established track records with ETF tax efficiency and liquidity. Barry says the shift could unlock a massive migration of mutual fund assets and intensify competition in U.S. large‑cap and fixed‑income markets over the next several years.</p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader, every market day.</p><p>Options in...
Kevin Davitt on NDX "Smart Money" & Index Rally Trends
<p>There's been a lot of upbeat change in the Nasdaq since the last time Kevin Davitt appeared on our network in March. He examines the index's outperformance over recent years and how it compares to historical trends. Kevin then touches on how "smart money" plays a role in the uptrend and how "sophistication" is broadening beyond institutional investors. </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/2v9tH6...
Lance Growth: Investors Exit Coastal Markets as Sunbelt Real Estate Gains Appeal
<p>Lance Growth says U.S. real estate is undergoing a structural shift as investors move capital out of heavily regulated markets like New York and California. He explains how crackdowns on short‑term rentals, including Airbnb (ABNB), are accelerating migration toward Sunbelt markets such as Miami, Texas, and Atlanta. Growth also highlights rising interest in defensive assets like self‑storage and data centers as investors seek passive, recession‑resistant exposure amid high rates and persistent demand.</p><p><br></p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader, every market day.</p><p>Options involv...
Matt Kaufman Breaks Down Calamos’ Antetokounmpo ETF Structure
<p>Matt Kaufman breaks down Calamos Investments’ expansion into alternative strategies with new Antetokounmpo‑branded ETFs, including SROI and CAGE. He explains how the growth‑oriented auto‑callable structure uses a memory feature and principal barriers to capture gains through volatility, using a swap with JPMorgan Chase (JPM). Kaufman outlines why the strategy is designed to outperform the S&P 500 over time and serve as a more aggressive long‑term and retirement allocation.</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...
INTC Rally Too Hot? Ways Earnings & TSLA Back Price Action
<p>Stephen Sopko believes Intel (INTC) is in a unique position as earnings surge and grabs new partnerships in Big Tech firms like Tesla (TSLA). The question: has Friday's rally run too hot? Stephen says Intel's foundational improvements are plus but has questions around the future of CPUs in an agentic AI landscape. </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...
Rachel Dashiell: S&P 500 Near Exhaustion as APP and CRWD Set Up Technically
<p>Rachel Dashiell warns the S&P 500 may be nearing short‑term exhaustion as technical indicators like the ADX reach extreme levels. She highlights AppLovin (APP) as a potential rebound setup forming a double bottom, while CrowdStrike (CRWD) retests key breakout support near $445. Dashiell says both names could see further upside if support holds alongside improving expectations for enterprise I.T. spending.</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...
Dan Ives Sees SpaceX & TSLA Merger, Talks Anthropic, OpenAI & Cybersecurity
<p>Wedbush's Dan Ives remains confident the tech trade will accelerate and goes deeper into his firm's buy ratings like Palantir (PLTR), Microsoft (MSFT), and Tesla (TSLA). On the IPO front, Dan has high expectations for SpaceX and sees a tentative merger with Tesla (TSLA) on the radar for 2027. He later differentiates Anthropic and OpenAI, weighing the pros and cons of both chatbot business models. Dan expects cybersecurity firms like Palo Alto Networks (PANW) and CrowdStrike (CRWD) to rebound after being unfairly punished in the SaaS-pocalypse. </p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader...
