Kasey McCurdy, Schwab Wealth Advisory Chief Portfolio Strategist, highlights key charts and portfolio views from the Schwab Market Insights.

Though SpaceX and AMD fell early despite better-than-expected results, stocks hit new highs on peace hopes and as Eli Lilly and Disney impressed. ADP jobs growth missed consensus.

Yesterday's rally to record highs reflected hopes for peace and strong earnings. However, SpaceX and Advanced Micro Devices appeared to disappoint with results after the close.

Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.

Profit margins for refineries declined over the past week as crude inventories have decreased faster than refined product supplies.

After stocks closed near record highs Monday and Palantir topped estimates, investors await AMD and SpaceX after the close. Job openings kick off a key labor data week.

Kevin Warsh considers fewer Fed meetings, the Fed holds rates steady, the Senate moves to avert a shutdown, a new BLS chief is confirmed, and midterms near.

Palantir kicks off another packed earnings slate after the bell, while manufacturing data is in focus this morning. Attention will then shift to jobs data later in the week.

Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.