Schwab Network

Ben Fulton, CEO of Webbs Investments and ETF pioneer, offers market commentary on volatility and energy. He discusses why markets are calm despite geopolitical headlines. He covers VIX and near-term volatility. He explains U.S. versus international positioning and why energy and rapid sector rotation deserve close attention.

Tom White, options strategist known for volatility-driven trades, and Rick Ducat, technical analyst who reads charts and key levels. They dissect Netflix's recent rebound into earnings. Rick maps crucial price and gap levels and momentum signals. Tom walks through a short-term call diagonal trade and alternative put setup around earnings timing.

Molly Peroni, president of Yakman Asset Management and long-term value investor, outlines why Microsoft and Alphabet contain hidden balance-sheet value. She highlights Alphabet’s deep scientific work and Waymo, and Microsoft’s cloud positioning. Molly also flags overlooked opportunities outside tech like U-Haul and discusses macro risks around rates, energy, and leverage.

Kevin Green, senior markets correspondent known for trade flow and options analysis, breaks down a tech-led surge. He spotlights concentrated flows into Mag-7 and AI names. He flags overbought conditions and pullback risk. He reviews TSMC’s strong quarter and AI-driven capex versus memory weakness.

Companies like AMD Inc. (AMD), Arm Holdings (ARM), and Qualcomm (QCOM) back autonomous driving start-up Wayve with a $600 million check. On the macro front, energy price fluctuations shake homebuilder confidence. Marley Kayden and Sam Vadas offer more insight into their final takeaways of the trading session. ======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Sara Lind breaks down how New York City’s new outdoor‑dining regulations are putting financial pressure on small restaurants. She explains how seasonal removal rules and high storage costs threaten profitability, especially for businesses outside Manhattan. As demand for alfresco dining remains strong, the debate now centers on whether policy adjustments can preserve street life without squeezing local operators.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

James Czerniawski previews Netflix (NFLX) earnings as the company doubles down on organic growth following its decision to walk away from a potential merger with Warner Bros. Discovery (WBD). He discusses how subscription price hikes and the ad‑supported tier are driving revenue growth, while Netflix pushes further into live sports and gaming to compete more directly with Walt Disney (DIS). The focus now turns to guidance and whether these initiatives can support the next leg of growth.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Investopedia's Caleb Silver offers insight into the biggest stocks traders have been buying and selling amid the recent market rebound. The top buys he's seen involve Big Tech names recapturing former glory, like Nvidia (NVDA), Microsoft (MSFT), and Micron (MU). He explains why they fell out of favor and why investors are moving back into them. Caleb shows that while a majority of investors are at least cautiously optimistic, there's still plenty who are skeptical of the recent run in stocks. ======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Bulls need to "hold a line in the sand" to ensure the S&P 500 (SPX) maintains its new record high, says Kevin Horner. He analyzes key levels in the index heading into Wednesday's historic milestone. In Kevin's other Charts to Watch, he shows how bulls are making a stand in Exxon Mobil (XOM) and Netflix (NFLX). ======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Dave Mazza with Roundhill Investments calls memory the "true bottleneck" of AI. As demand outpaces supply, he explains how previous "boom and bust" cycles in tech differ from the rally stocks like Micron (MU), SanDisk (SNDK), and Western Digital (WDC) are experiencing. Dave sees "incredible" revenue growth backing these earnings throughout the coming weeks. He then talks about how his firm offers exposure to these companies and others through the Roundhill Memory ETF (DRAM). ======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about