Thursday, April 30, 2026

The morning after the most consequential earnings night of 2026 — Mag-4 split 2-2 (GOOGL +7%, AMZN +4% vs META -7%, MSFT -1.5%); Powell's valedictory delivered an 8-4 vote (largest dissent since 1992) and a surprise: he is staying on the Fed Board past May 15. AAPL closes the cycle tonight. Triple macro stack at 8:30 AM (Q1 GDP advance, March PCE, jobless claims). Brent briefly tagged $126.41 overnight on Trump-Iran military-options report; WTI touched $110+. UAE exits OPEC tomorrow.

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The single biggest single-day earnings event of 2026 produced a split decision rather than a sweep: Alphabet stunned the tape with Cloud +63% YoY ($20.0B vs ~$15.0B est) and a $460B backlog (nearly doubling QoQ), sending the stock +7% AH; Amazon posted AWS +28% (its best in 15 quarters) and shares sit +2-4% pre-market after a chop session AH; Microsoft beat ($82.9B revenue / $4.27 EPS vs $81.4B / $4.06 est) with Azure +40% and AI ARR $37B (+123%) but is -1.5% pre-market on $190B 2026 capex; Meta beat both lines ($56.31B / $7.31 EPS) yet is -7% pre-market after raising its 2026 capex range to $125-145B and missing on user growth (Iran "internet disruptions" cited). Powell's final FOMC meeting as chair produced an 8-4 hold at 3.5-3.75% — the largest dissent since 1992 — with three hawks (Hammack, Kashkari, Logan) opposing easing-bias language and one dove (Miran) wanting an immediate cut, then Powell stunned by announcing he will stay on the Fed Board after May 15 to "see through" the Trump legal challenges, denying Trump a vacancy and setting up a constitutional Fed-independence stand-off; the 10Y rose 7 bps to ~4.42%, 2Y above 3.95%, DXY ~98.6. Oil set the overnight tone: Axios reported CENTCOM is preparing military options against Iran for Trump, sending Brent to a four-year wartime high of $126.41 before paring to ~$112 (still +1-1.5% pre-market); WTI touched ~$110 then settled near $108; Trump publicly pushed for an extended naval blockade of Iranian ports and a longer Hormuz closure; Goldman estimates Hormuz exports are at just 4% of normal. Today's setup: futures mixed but tilted higher (S&P +0.2%, Nasdaq +0.2-0.9%, Dow +0.7% / +344 pts) with the Dow lifted by CAT's 22% revenue beat (+22% to $17.4B; EPS $5.47 vs ~$4.55-4.64 est) and AbbVie's beat-and-raise; the entire morning hinges on the 8:30 AM triple stack (Q1 GDP advance vs GDPNow's 1.2%, March PCE, jobless claims) and how it reframes a Powell who is now both a hawkish chair AND a soon-to-be governor blocking Trump.

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1. Market Snapshot

Wednesday close (April 29): Dow 48,861.81 (-0.57%, fifth straight loss), S&P 500 7,135.95 (-0.04%), Nasdaq 24,673.24 (+0.04%). VIX 18.81 (+5.5%). 10Y 4.42% (+7 bps post-FOMC). Pre-market Mag-4 individual moves: MSFT -1.5%, META -7-8%, GOOGL +7%, AMZN +2-4%. April month-to-date the S&P is +9.3% and Nasdaq +14.3% — best month since 2020.

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2. Asia Recap

Takeaway: Asia inhaled three shocks in one session — Mag-4 mixed reactions, the FOMC hawkish split, and Brent at a four-year wartime high — and exhaled red across the board. Japan's catch-up trade was particularly brutal as it absorbed everything from Tuesday's OpenAI miss through Wednesday's FOMC and Mag-4 in a single session. KOSPI giving back 1.4% breaks its remarkable record run; the Meta capex anxiety spilled directly into Samsung/SK Hynix as memory pricing pressure became the dominant overnight narrative.

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3. Europe Now

European markets opened in the red as Brent surged to a four-year wartime high of $126.41 overnight before paring. ECB rate decision is today; BoE held earlier in the week. The European session has now absorbed the Mag-4 split, the FOMC hawkish hold and Powell's surprise governor announcement, and the Trump-CENTCOM Iran military-options report. Stoxx 600 is broadly defensive going into the US 8:30 AM triple-stack.

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4. Economic Calendar

Today's macro stack at 8:30 AM ET is the morning's pivot: Q1 GDP advance (the breadth between GDPNow's 1.2% and the trader 2.5-3.0% consensus is the widest in a year — a print near 1% would crystallize stagflation); March PCE (the Fed's preferred gauge, with three hawks now publicly opposing any easing-bias language); jobless claims (last week 214K — first post-Hormuz labor read).

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5. News & Events

Mag-4 Earnings Recap — The Split

Read-through: The split is the story. GOOGL's Cloud +63% and AMZN's AWS +28% acceleration definitively rebuts the OpenAI miss narrative — enterprise AI infrastructure is not just intact, it's accelerating. But the $630B+ collective 2026 capex commitment (MSFT $190B + GOOGL $185B + META $135B + AMZN $200B = ~$710B) is causing META and to a lesser extent MSFT to pay the price for unchecked spending without the immediate revenue acceleration to match. Cloud monetization decisively beat consumer-AI as the cleaner thesis.

FOMC April 29 — Powell's Bombshell Valedictory

• Decision: Hold at 3.5-3.75% on 8-4 vote — the largest dissent since 1992.
• Hawkish dissents (3): Beth Hammack (Cleveland), Neel Kashkari (Minneapolis), Lorie Logan (Dallas) opposed inclusion of an "easing bias" in the statement — they wanted the door slammed on cuts.
• Dovish dissent (1): Stephen Miran (Trump-appointed) wanted an immediate quarter-point cut.
• Powell's tone: Notably hawkish. Said the oil-driven inflation shock "hasn't peaked yet" and the Fed wants to see "behind the back side" of the energy shock before considering cuts. Acknowledged growth risks from gas prices ($4.26/gal nationally).
• The bombshell: Powell announced he will stay on the Fed Board as governor after his chair term ends May 15, citing "unprecedented" Trump legal attacks. First Fed chair to remain on the board as a governor since 1948. This denies Trump a vacancy and a Board majority. Powell said he'll stay "until this investigation is well and truly over, with transparency and finality."
• Market reaction: 10Y +7 bps to 4.42%; 2Y above 3.95%; DXY ~98.6; equities sold the close (Dow -0.57% fifth straight down day).

Iran / Hormuz — Trump CENTCOM Briefing Triggers Brent $126

• Axios reported overnight that US Central Command is preparing military options against Iran to brief President Trump.
• Brent crude futures touched a four-year wartime high of $126.41 a barrel before paring back to ~$112-116; WTI hit ~$110.24 then settled near $108.
• Both contracts +60% since the war began Feb 28.
• Goldman Sachs estimate: Hormuz exports running at just 4% of normal.
• Bloomberg/Kpler: Iran could exhaust crude storage in 12-22 days if blockade persists.
• Trump publicly pushed for extended Iranian port blockade and longer Hormuz closure.
• About 2,000 ships remain stranded in the Gulf awaiting transit; 33 Iran-linked vessels turned around by US Central Command.

UAE Exits OPEC — Effective Tomorrow (May 1)

• UAE energy minister Suhail al-Mazrouei: "policy decision after careful look at current and future production policies."
• ADNOC capacity: 4.8M bpd (vs 3.4M bpd OPEC quota for May); ambition 5M bpd by 2027.
• HSBC: ADNOC could raise production to >4.5M bpd post-exit.
• Near-term impact muted because Hormuz is closed anyway. Long-term: structurally bearish for OPEC discipline; Saudi-led coalition weakened.

CAT Q1 Beat — Industrial Momentum Confirmed

• Revenue $17.4B (+22% YoY) vs ~$16.4-16.5B est
• EPS $5.47 (adj $5.54) vs ~$4.55-4.64 est — significant beat
• Operating profit $3.085B; margin 17.7%
• $5.7B returned to shareholders (buybacks + dividends) in Q1
• Record backlog cited; "resilient end markets"

AbbVie Q1 — Beat-and-Raise

• Adjusted EPS $2.65 vs $2.60 est
• Revenue $15.0B above estimates
• 2026 EPS guide raised to $14.28

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6. WSB/Retail Sentiment

r/wallstreetbets called Wednesday's Mag-4 close "the REAL WW3 on Wednesday at 4:01 PM" — and the post-mortem this morning reflects the split: GOOGL is the unanimous winner ("Cloud +63% nuked the OpenAI bear thesis"); AMZN gets praise for AWS reacceleration but the $200B capex sticker shock is being dissected; META is the day's villain with +$10B added to capex range mid-call ("Zuck just lit another $10B on fire"); MSFT is the most contested ("beat everything, sold off — buy the dip" vs "$190B capex on $37B AI ARR is a 5x ratio that won't last"). Powell's surprise board-stay announcement is being framed three ways: (1) constitutional Fed-independence hero, (2) Trump-base lightning rod ("Powell defies the President"), (3) wonky positive-for-bonds catalyst since the Trump-loyal majority is delayed. Brent touching $126 overnight has the energy bulls in full swagger ("WTI to $130 next leg") while the consumer-discretionary subreddits are bracing for $4.50/gal gas as the new normal. Apple options into tonight are running heavy on calls — the 5.4% implied move is being traded as a vol crush rather than directional.

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7. Commodities & Currencies

WTI at $108 is the key signal. Yesterday's prediction that WTI would close above $100 for the first time since 2022 was emphatically right — it closed at $107.16 settle and touched $110+ overnight on the Trump-CENTCOM report. Brent's $126.41 wartime high is now the benchmark to beat; today the contract is consolidating but every Trump-Iran headline is a binary catalyst.

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8. Earnings This Week

Mon-Wed Recap (Apr 27-29)

Wednesday AH (Apr 29) — Mag-4 Split

Today BMO (Thu Apr 30)

Today AH (Thu Apr 30)

Tomorrow (Fri May 1)

• 8:30 AM: NFP April (first full post-Hormuz labor read)
• 10:00 AM: ISM Manufacturing PMI (first supply-shock impact)
• BMO: XOM (est $0.85 EPS / $70.2B) and CVX (~$47.4B revenue) — first oil-major scorecard with Brent>$110
• Markets closed in EU/JP/CN for Labor Day — thin liquidity

Saturday May 2

• Berkshire Hathaway Annual Meeting in Omaha — first ever without Buffett at the podium. Greg Abel takes the CEO chair; Ajit Jain on insurance; meeting starts with Abel business update; $325B cash question dominates.

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9. Strategy Triggers

Active Signals (as of 7 AM)

oil_down_tech_up

Signal: NOT TRIGGERED. Oil is up, not down. Brent at four-year wartime high; WTI $108. The opposite trade is what's working: oil-equity pairs strong (XOM, CVX into Friday). Wait for ceasefire signal before flipping.

vix_spike_buyback

Signal: WATCH. VIX 18.5 is below the 20+ threshold for the buyback strategy. The buyback announcements are real (V $20B, BKNG $4B Q1 record, AbbVie raises) but the vol spike trigger needs >20.

defense_budget_floor

Signal: HOLD WATCH. LMT +0.15%, NOC -0.94%, RTX -1.65% on April 30 close. Trump's $1.5T defense budget proposal for FY27 is the long-term floor. Iran kinetic options being briefed = direct defense-stock catalyst if any strike materializes.

ai_mega_ecosystem

Signal: BUY-WATCH on GOOGL / HOLD MSFT / TRIM META. GOOGL Cloud +63% definitively wins the AI infrastructure debate. AMZN AWS +28% confirms enterprise AI is accelerating. MSFT Azure +40% is good, not great vs guide. META's capex jump on already-soft user growth is a sell signal until ad-monetization catches up. The OpenAI miss thesis is now decisively company-specific.

fomc_announcement

Signal: ACTIVE. Hawkish 8-4 hold + Powell staying on Board = constitutional Fed-independence event compressed into a single press conference. Rate-sensitive growth pressured (10Y +7 bps); banks slight tailwind; gold pulling back as DXY firm.

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10. Wednesday's (Apr 29's) Predictions — Scorecard

Wednesday's report (20260429.md) made 10 predictions for Apr 29 trading:

Accuracy: 5 correct + 3 partial + 2 wrong = 65% (treating partials as 0.5). The capex shock was the unmodeled variable. Biggest miss: MSFT (#4) and META (#5) — both technically beat estimates yet sold off because of forward capex commitments; the EPS/revenue calls were correct but the stock-direction calls were wrong, the harder thing to predict in a high-base AI-capex regime. Biggest win: GOOGL (#6) — Cloud +63% was 15+ points above the predicted band, validating the infrastructure-acceleration thesis at the same moment META was being punished for spending. WTI breach above $100 (#9), FOMC hawkish (#3), AMZN AWS (#7) all played to the letter. Lesson: when megacaps beat earnings AND raise capex into already-elevated capex bases, the multiple-compression trade can override the beat — the next round of predictions should explicitly model capex commitment direction, not just EPS/revenue beat magnitude.

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11. Trade Ideas

HOLD/WATCH morning — wait for 8:30 AM macro stack to reframe.

• GOOGL (BUY-WATCH): Cloud +63% is a once-per-cycle confirmation. A +7% AH gap that holds above the open all day is a momentum entry; a fade to +3-4% intraday is the dip-buy. GOOGL backlog $460B (nearly 2x QoQ) is the structural moat.
• AMZN (HOLD on existing, no chase): AWS +28% is decisive but the $200B FY26 capex tag will keep the multiple capped. No chase at +4% pre-market; an intraday fade to flat is the entry.
• MSFT (BUY-DIP only): -1.5% pre-market on a beat is the $190B capex tax. Fade to -3% to -4% intraday is the entry; the $37B AI ARR (+123%) at this growth rate justifies the spend over a 2-3 year window.
• META (TRIM/AVOID): -7-8% on a beat with capex raise + user-growth miss is a multi-day digestion event. Wait for the dust to settle into Friday before any re-entry. Iran "internet disruption" headwind is also unmodeled.
• CAT (BUY-WATCH): +22% revenue beat with record backlog and $5.7B Q1 shareholder return — buy a dip if it gives back any pre-market gain.
• Energy (XLE/XOM/CVX): Hold through Friday. Brent touched $126 overnight — every Trump-CENTCOM headline is fuel. XOM/CVX Q1 prints tomorrow are the scorecard.
• TLT (AVOID): 10Y at 4.42% with hawkish dissents and Brent shock. Powell staying on the Board doesn't change the rate path.
• AAPL (NO POSITION pre-print): Options imply 5.4% move (~3x average). Wait for AH print at 4:30; tomorrow morning is the entry window if the print is clean.
• First high-conviction entry window opens after 9:00 AM ET — once the 8:30 AM macro stack (Q1 GDP advance, March PCE, jobless claims) is digested, GOOGL is the cleanest long-side candidate.

Bias: HOLD/WATCH through the 8:30 AM macro release. Re-evaluate after 9:00 AM ET — entry conviction lifts if Q1 GDP prints in the 2-3% trader-consensus range and core PCE doesn't break 0.30% MoM.

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The Day Ahead in One Paragraph

The most consequential earnings night of 2026 produced a verdict — but a divided one: Alphabet's Cloud +63% (with $460B backlog nearly doubling QoQ) and Amazon's AWS +28% (best in 15 quarters, 37.7% op margin) decisively rebut the OpenAI miss as a company-specific event and confirm enterprise AI infrastructure is accelerating at full speed; meanwhile Microsoft's clean beat ($82.9B/$4.27 with Azure +40% and AI ARR $37B +123%) and Meta's headline beat ($56.31B/$7.31, ad revenue +33%) are being punished pre-market (-1.5% and -7-8% respectively) on $190B and $125-145B capex commitments that exceed the immediate revenue acceleration — making capex discipline the single new variable in the AI-megacap thesis. At 2:30 PM Wednesday Powell delivered an 8-4 hawkish hold (largest dissent since 1992) and a Fed-history bombshell — he is staying on the Board past May 15 to "see through" Trump's "unprecedented" legal attacks, denying Trump a Board majority for the first time since 1948 — sending the 10Y to 4.42% (+7 bps) and rate-sensitive growth into pressure. The morning data stack at 8:30 AM is the pivot: Q1 GDP advance against a yawning 1.2% (GDPNow) vs 2.5-3.0% (Polymarket) gap, March PCE with Brent's pass-through risk, jobless claims as the first post-Hormuz labor read; any combination of weak GDP + firm PCE crystallizes stagflation into Powell's hawkish messaging. Oil tagged a four-year wartime peak of $126.41 overnight (Brent) on an Axios report that CENTCOM is preparing Iran military options for Trump, with WTI hitting $110+ before settling near $108 — Goldman estimates Hormuz exports at just 4% of normal, Iran could exhaust storage in 12-22 days, and the UAE leaves OPEC tomorrow. Apple closes the cycle tonight (consensus $1.95 EPS / $109.7B revenue, options implying ~5.4% move), Caterpillar already delivered a Q1 industrial blowout (+22% revenue, $5.47 EPS, record backlog), AbbVie beat-and-raised; XOM/CVX print tomorrow with Brent>$110 averaging Q1, and Berkshire's first-ever Buffett-less annual meeting is Saturday. Bias: HOLD/WATCH until 8:30 AM data lands; GOOGL is the highest-conviction long candidate post-print, META is a multi-day avoid, MSFT is a buy-dip only, energy holds through Friday — re-evaluate after the macro stack is digested.

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Today's Predictions

1. S&P 500 opens +0.2-0.4%, fades modestly mid-morning, closes -0.2% to +0.3% — GOOGL/AMZN strength offset by META drag and macro digestion; closes near 7,140-7,160 ahead of AAPL print.
2. Q1 GDP advance prints 1.4-2.0% — splitting GDPNow's 1.2% and Polymarket's 2.5-3.0% — stagflation watch unconfirmed; bonds modestly bid on the lower-than-consensus print.
3. March core PCE prints +0.25-0.30% MoM (3.0-3.2% YoY) — at the high end of expectations on Hormuz oil pass-through; reinforces Powell's hawkish stance.
4. Initial jobless claims 215-225K — modest uptick from last week's 214K reflecting Meta/Snap layoff announcements feeding into filings.
5. GOOGL closes the day +5% to +9% on the open — Cloud +63% beat is too large to fade; momentum holds through close.
6. META closes -5% to -8% — capex shock is a multi-day digestion event; no AH bounce.
7. MSFT closes -1% to -3%; AMZN closes +1% to +4% — MSFT's $190B capex weighs more than Azure +40%; AMZN's AWS reacceleration holds.
8. WTI consolidates $105-110 intraday; Brent $112-117 — overnight $126.41 spike is profit-taken; Trump-CENTCOM headlines remain a binary risk.
9. AAPL Q2 prints in line ($1.93-1.99 EPS / $108-111B revenue) with iPhone $56-58B and Services ~$30B; AH move is sub-3% in either direction — vol-crush trade wins; the 5.4% implied move is overpriced.
10. VIX closes 19-22, +1 to +3 vol points from yesterday's 18.4 — Brent volatility + AAPL pre-print + Powell-board-stay overhang lift demand for hedges; equity put/call ratio rises; the Apple options 5.4% implied move keeps single-name vol bid into the close.

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Sources

• Stock market today: Dow futures slide as oil surges, while Mag 7 earnings buoy tech stocks — Yahoo Finance
• Microsoft (MSFT) Q3 earnings report 2026 — CNBC
• Microsoft Q3 2026 Earnings Beat on Cloud and AI Growth — Yahoo Finance
• Microsoft Cloud and AI strength fuels third quarter results — Microsoft Source
• Microsoft Q3 beats on revenue, EPS and Cloud as capex comes in $3.4bn below estimates — investingLive
• Microsoft (MSFT) Q3 2026 Earnings Transcript — The Motley Fool
• Meta Q1 2026 earnings report — CNBC
• Meta Platforms Q1 Net Profit Surged 61% Year-on-Year — TradingKey
• Meta Shares Down Pre-Bell as 2026 CapEx Guidance Raised — MarketScreener
• Meta Platforms Tops Expectations In Q1, Shares Slide As Company Raises 2026 CapEx Guidance — Benzinga
• META Stock Rout Deepens Overnight On Capex Woes — Stocktwits
• Alphabet (GOOGL) Q1 2026 earnings — CNBC
• Alphabet Q1 2026 earnings: Google Cloud revenue up 63% — Yahoo Finance
• Alphabet reports Q1 2026 revenue of $109.9 billion — 9to5Google
• AI Engines Roar at Full Power, Alphabet Cloud Business Grows 63%, Stock Surges 7% After Hours — TradingKey
• Consolidated Alphabet revenues increased 22% — SEC 8-K
• Amazon (AMZN) Q1 earnings report 2026 — CNBC
• AWS earnings Q1 2026 — CNBC
• Amazon Q1 2026 earnings beat as AWS growth hits 15-quarter high — Yahoo Finance
• Amazon Q1 2026 Earnings Reaction: AWS Reacceleration and Retail Margin Expansion — heygotrade
• Fed meeting recap: Powell to stay on board — CNBC
• Fed interest rate decision April 2026: Fed holds rates steady amid dissent — CNBC
• Jerome Powell defies Trump one last time, holding rates steady — Fortune
• Powell to stay on as Fed governor, citing Trump legal challenges — Marketplace
• Powell will remain on Fed board after term as chair ends — Washington Post
• Fed Dissents: Why 4 Officials Voted Against FOMC Decision — Bloomberg
• FOMC CHEAT SHEET: April 29, 2026 — Sensei.news
• Oil pares gains, Trump 'to be briefed' on military options against Iran — CNBC
• Oil briefly touches $126, its highest price in four years — CNN Business
• Brent oil tops $118 after Trump says he will blockade Iran until it agrees to a nuclear deal — CNBC
• 2026 Strait of Hormuz crisis — Wikipedia
• How traffic through the Strait of Hormuz shrank to a trickle — CNN
• UAE quits OPEC: What that means for the Gulf, energy markets — Al Jazeera
• UAE to Exit OPEC and OPEC+ by May 2026 — Gulf News
• Asia-Pacific markets: Nikkei 225, Kospi, Hang Seng Index — CNBC (Apr 30)
• European markets: Stoxx 600, FTSE, DAX, ECB and BOE decisions, Iran — CNBC (Apr 30)
• Asian Stocks Hit Record High as TSMC, Samsung, SK Hynix — European Business Magazine
• Caterpillar Q1 sales rise 22%, EPS $5.47 — StockTitan
• AbbVie Raises 2026 Outlook To $14.28 As Q1 Earnings Beat Estimates — Yahoo Finance
• Mastercard Targets April 30 for First Quarter 2026 Earnings Release — Harianbasis
• What to expect from Apple's Q2 2026 earnings on April 30 — AppleInsider
• Apple Q2 Earnings Anticipate: iPhone, Services, FY26 Guide — heygotrade
• Apple Q2 Preview: iPhone Sales Buck the Trend, but 'Sword of Damocles' of Costs Hangs High — TradingKey
• Eli Lilly (LLY) earnings Q1 2026 — CNBC
• Lilly Q1 2026 results call set for April 30 — StockTitan
• GDPNow — Federal Reserve Bank of Atlanta
• US GDP growth in Q1 2026? Trading Odds — Polymarket
• Next PCE release date and time (ET): April 30, 2026 — Regime Analysis
• Initial Claims (ICSA) — FRED St. Louis Fed
• VIX Climbs as Fed Decision and Mega-Cap Earnings Keep Investors on Edge — 24/7 Wall St.
• Bitcoin Price Today, April 30, 2026: BTC Price at USD 76,000 — LatestLY
• Gold Price Forecast: XAU/USD Nears $4,590; FOMC & Oil Inflation Weigh — FXLeaders
• DXY April 2026: Dollar Index 98.60, 10Y Yield 4.36% & FOMC Setup — AhaSignals
• April 30, 2026 Stock Market Today: Live Updates — Bloomberg
• Berkshire Hathaway Annual Meeting: What Investors Need to Know About Buffett's Successor — Morningstar
• XOM & CVX Friday Earnings: Capex, Dividend, Buyback for Energy Holders — heygotrade
• Chevron (CVX) Heads Into May 1 Earnings With Iran Oil Boost — Congress.net
• April 2026 FOMC Reaction: Uncertainty From All Directions — Indeed Hiring Lab
• Mag 7 Earnings 2026: What to Watch Apr 29-30 — heygotrade
• S&P 500, Nasdaq Futures Climb After Mag 7 Earnings Kickoff — Stocktwits
• Q1 2026 Layoff Surge: Industry-Wise Breakdown — Intellizence
• Stock Market Today (Apr. 29, 2026): Alphabet, Microsoft, Amazon, Meta — TheStreet
• Iran war live: Trump urges Tehran to 'give up' — Al Jazeera
• Free Thursday April 30 2026 SPY SPX ES Actionable Levels — SPY Options Substack
• Mag 7 Ride Again as Four Report After Fed Decision — Charles Schwab

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