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What Happens After Peak Inflation? (With Keith McCullough)

Hedgeye CEO Keith McCullough joins the show to discuss his "quads" framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.

Sector Views

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

Schwab Market Update
Schwab Market Update

Tech Malaise Persists Amid AI Cost, Spending Fears

Weakness in tech dragged major indexes early, with concerns mounting about AI demand amid rising prices. Consumer sentiment data is ahead, and jobs data arrives next week.

Looking to the Futures

Looking to the Futures

WTI crude closed higher Thursday after reports that a cargo ship was attacked near the Strait of Hormuz revived concerns over maritime security in one of the world’s most important energy corridors.

Schwab Market Update
Schwab Market Update Podcast

Micron Earnings, Guidance Top Estimates, PCE Ahead

Solid earnings and guidance from chip giant Micron initially sent its shares up sharply, while Wall Street awaits PCE price data this morning. Banks passed the Fed's stress test.

Today's Options Market Update

Today's Options Market Update

Stocks are mixed as quarterly earnings from Micron Technology helps reignite the AI infrastructure trade but leads to selling in the “Magnificent 7” complex.

Schwab Market Update
Schwab Market Update Podcast

Micron Earnings in Focus, Inflation Data on Deck

Earnings from memory maker Micron Technology are in the spotlight today amid a tech sell-off, but investors will also be looking ahead to PCE data after a hawkish Fed meeting.

arial view of a winding stream through a forest

Will the Bitcoin Halving Cycle Persist?

A historical look at so-called "bitcoin halving cycles," digital asset performance, and the risks and limits investors should consider across the bitcoin cycle.

Schwab Market Update
Schwab Market Update Podcast

After Mixed Monday, Earnings Loom Including FedEx

After small caps gained and big tech eased to start the week, investors await more developments from peace talks and earnings later from FedEx. Micron results loom tomorrow.