Schwab Network

04/10/2026

Headlines from Pakistan, big bank earnings, and results from Netflix (NFLX), ASML Holding (ASML), PepsiCo (PEP) and TSMC (TSM) are in focus next week.

Sam Vadas and Alex Coffey break down what they're watching in the markets.

For more market news, tune in at: SchwabNetwork.com/?CID=SM:Facebook:Organic:2026-4-10

04/10/2026

April 10, 2026

• CoreWeave (CRWV) surged 10% after the company announced a multi-year agreement with Anthropic to power its Claude AI models

• The Labor Department's March consumer-price index report showed a 0.9% month-over-month increase and a year-over-year rise of 3.3%

• Consumer sentiment fell in April to a record 47.6, the lowest reading in the University of Michigan’s 74‑year survey history — driven by concerns about the Iran war’s impact on the economy

04/10/2026

The S&P 500 closed lower amid a fragile two-week ceasefire between the U.S. and Iran

04/10/2026

🤖 AI-led market movers. The tech trade. Technical analysis. Crypto coverage. Interviews with top experts, from AI chips to cloud infrastructure.

💡 It's all on The Watch List with Nicole Petallides.

👉 Tune in weekdays at 2 p.m. ET: SchwabNetwork.com/?CID=SM:Facebook:Organic:2026-4-10

04/10/2026

Cory Johnson thinks that heightened AI spending and data center buildout will continue. "It is not slowing down," he tells Nicole Petallides.

He sees opportunity in the space beyond Nvidia (NVDA), naming Lumentum (LITE), Coherent (COHR) and Corning (GLW) as ones to watch, some of which he owns.

For more on the latest AI headlines, watch Nicole's Inside AI social series every trading day and stream Schwab Network, 24/7: schwabnetwork.com/?CID=SM:Facebook:Organic:2026-04-10

04/10/2026

Asterozoa Capital Management CIO Joe Hegener sees corporate earnings accelerating into next year.

He also shares the names and themes he’s watching, including UnitedHealth (UNH) and bitcoin, with Nicole Petallides.

For more market news, tune in at: SchwabNetwork.com/?CID=SM:Facebook:Organic:2026-4-10

04/10/2026

3 stocks, 3 charts and 3 trades.

Tim Bohen takes a look at Aehr Test Systems (AEHR), SanDisk (SNDK) and Intel (INTC).

Rick Ducat analyzes the bearish and bullish chart trends.

Tim Bohen with StocksToTrade closes out another trading week with three names tied to the tech trade. He highlights smaller names Aehr Test Systems (AEHR), to rising giants like SanDisk (SNDK) and Intel (INTC). Rick Ducat backs Tim's trade ideas by analyzing bearish and bullish chart trends in the s...

04/10/2026

Tom White discusses how software stocks like Palantir (PLTR) and ServiceNow (NOW) are taking a hit in the second wave of the “SaaS‑pocalypse.”

For more market news, tune in at: SchwabNetwork.com/?CID=SM:Facebook:Organic:2026-4-10

04/10/2026

Between a fragile ceasefire, consumer confidence at a record low and a hot inflation print, markets are digesting a lot of headlines on Friday.

Sam Vadas breaks down the details and stock impact to note heading into the weekend.

For more: schwabnetwork.com/?CID=SM:Facebook:Organic:2026-04-10

04/10/2026

Tim Bohen on what he loves about Intel (INTC): "They had kind of really committed to bringing the chip manufacturing back to the U.S."

After trading sideways throughout 2026, he saw a follow-through about a week ago.

For more market news, tune in at: SchwabNetwork.com/?CID=SM:Facebook:Organic:2026-4-10

04/10/2026

UBS downgraded ServiceNow (NOW) to “neutral” from “buy,” cutting its price target to $100 from $170.

Nicole Petallides notes the software sector has been a bone of contention amid rapid AI advances, including agentic capabilities.

The firm cited concerns that autonomous AI agents could disrupt enterprise software incumbents, competing with traditional workflow automation platforms.

UBS flagged that ServiceNow’s customer service management business, which accounts for around 10% of total revenue, is at risk.

$NOW has plunged more than 40% year-to-date.

For more market news, tune in at: SchwabNetwork.com/?CID=SM:Facebook:Organic:2026-4-10

04/10/2026

Anthropic's latest moves are sparking both excitement and unease across the market.

Nicole Petallides covers Anthropic weighing a move to build its own AI chips while locking in more compute through a multi‑year deal with CoreWeave. The partnership gives Anthropic faster access to Nvidia‑powered capacity to scale Claude.

Meanwhile, its Mythos AI model led Fed Chair Jerome Powell and Treasury Secretary Scott Bessent to meet with the heads of major U.S. banks to discuss the cyber threats posed by the AI model.

On top of that, the slide in the iShares Expanded Tech‑Software Sector ETF (IGV) continues after Anthropic disclosed this week that its revenue run rate now tops $30 billion and rolled out its latest updates on agentic tools that reduce the time it takes developers to build their own agents.

For more market news, tune in at: SchwabNetwork.com/?CID=SM:Facebook:Organic:2026-4-10