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US Market Commentary

*El siguiente contenido solo está disponible en inglés.

Schwab Market Update

Packed Earnings Slate In-Focus Before Fed Decision

Earnings from Visa, Boeing, KLA Corporation, Seagate, and more will be in focus today as investors continue their rotation away from AI darlings ahead of tomorrow's Fed meeting.
July 28, 2026
Schwab Market Update: A picture of a semiconductor manufacturing process.

Nasdaq Tumbles Early as Chip Selloff Deepens

Shares in chip companies fell in early trading, dragging the Nasdaq near correction territory amid jitters over AI-related capital spending and chip-making advances in China.
July 28, 2026

Looking to the Futures

Soybean futures (/ZS) have carved out potential trading opportunities heading into the late-summer crop-development window.
July 28, 2026
Schwab Market Update

Markets Eye Mag 7, Fed Decision Amid Iran Tensions

A Fed rate decision and a crowded earnings and economic calendar feature this week. Highlights include GDP and PCE data as well as earnings from Microsoft, Meta, Apple, and Amazon.
July 27, 2026
Schwab Market Update

Intel Impresses After Oil, AI Spending Hurt Stocks

Intel's results lightened the mood as chip demand stayed robust. This followed yesterday's market stumble as oil and yields rose, Tesla plunged, and AI spending worries mounted.
July 24, 2026

Weekly Trader's Outlook

Stocks are on track for modest weekly losses, particularly in the technology space, as rising oil prices and higher Treasury yields keep investors sidelined, despite strong earnings reports.
July 24, 2026
Schwab Market Update

Alphabet, Tesla Results Mulled as Intel Awaited

Alphabet and Tesla delivered earnings late Wednesday, and reaction could affect trading today. Alphabet enjoyed firm cloud growth, but Tesla fell short as margin disappointed.
July 23, 2026
Schwab Market Update

Alphabet, Tesla Earnings Awaited After Close

Mega-caps Alphabet and Tesla report this afternoon. Chips rallied into Alphabet's results, possibly on hopes for big spending plans. But climbing yields and oil present headwinds.
July 22, 2026

What's in the Fed's Toolbox?

What the Fed's monetary-policy tools signal about the market.
July 21, 2026

Q2 Tech Earnings Preview: It's All About AI ROI

Here's what to watch as the Magnificent Seven report earnings, from AI monetization and capital expenditures to guidance and company-specific trends.
July 21, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.
July 17, 2026

Trading the News

Four common types of news releases—and how to consider trading them.
July 14, 2026

Financial Considerations of Moving Abroad

More and more Americans are establishing second homes abroad. Here's how to prepare your finances before making the move.
July 14, 2026

Q2 Bank Earnings Preview: Hawkish Fed Pivot Eyed

The Fed's recent shift into a more hawkish mode creates concern about banking profits later this year, but second-quarter results are seen strong thanks to IPOs, mergers.
July 13, 2026

Navigating the Global Earnings Boom

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.
July 13, 2026

Market Snapshot | July 2026

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
July 9, 2026

Great Moderation Era: Drift(ing) Away

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.
July 8, 2026

Understanding Margin Interest

Even if traders don't intend to use margin, there are actions that can trigger margin interest. Here are tips for understanding and reducing the potential of a margin loan.
July 1, 2026

What Is Deflation? Definition, Causes, Examples

Deflation is a broad drop in prices that can slow consumer spending, hurt corporate profits, and reduce economic growth. Learn what causes it and how it can impact markets.
June 30, 2026

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.
June 26, 2026

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