Commentary
Commentary content
Schwab Market Update Podcast
Earnings from PepsiCo today and Delta tomorrow precede big banks and key chip names reporting next week. Oil and yields are elevated after the most recent Middle East skirmishes.
Looking to the Futures
Crude oil prices surged more than 7% Wednesday after President Trump announced that the ceasefire with Iran was over.
Today's Options Market Update
Investors are in risk-off mode, and oil prices are higher, after an Iran attack prompted President Trump to cancel the U.S./Iran ceasefire.
Schwab Market Update Podcast
The swift move out of chips Tuesday could reflect market fatigue and precedes key chip company earnings next week. Fed minutes are today's highlight amid inflation concerns.
Schwab Market Update Podcast
Yesterday's chip revival put tech back in the driver's seat, and it's in focus again today as South Korean semiconductor giant Samsung reports. SpaceX joins the Nasdaq 100 today.
Schwab Market Update Podcast
The calendar is light this week, with earnings season around the corner. Investors may scrutinize Fed minutes on Wednesday while the Dow strives to continue outperforming.
Weekly Trader’s Outlook
Selling pressure continued in the tech sector as investors rotate out of the momentum trade into other areas of the market.
Schwab Market Update Podcast
Though the tech-heavy Nasdaq is down 4% this week, market breadth keeps improving amid strength in other sectors. Consumer sentiment arrives today, and jobs data come next week.
Market Outlook
Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.