Schwab Network

It's business per usual for markets on Fed day, says Kevin Green. He turns to technical analysis to explain how the set-up into Wednesday's interest rate decision mirrors those seen prior. In the commodity space, KG talks about how commentary from the White House hit soybean pricing after the growing season already ended. Silver continues to rip amid a rise in "short covering" wh...

Bob Shea likes AI power infrastructure plays and says it has worked well over the last 2.5 years. He highlights GE Vernova (GEV) as an example and calls power infrastructure the “bottleneck” for the entire AI field. He also looks at healthcare and defense, both of which he thinks could continue to rise. Bob covers how real estate could be impacted by the upcoming midterm elections, and thinks it c...

The Fed's interest rate decision Wednesday afternoon will be crucial for the macro front, though Diane King Hall turns her attention to micro movers. She notes PepsiCo's (PEP) bullish hopes to boost sales and cut costs, leading JPMorgan to turn bullish on the stock. Palantir (PLTR) shares gained at the opening bell after securing a new contract with the U.S. Navy. Diane turns to a stock lo...

Brian Glenn previews the FOMC decision and what he’s watching, including dissension around the cut. He covers how mortgage rates could move after a 25 basis point cut. Turning to the dual mandate, he talks about the intersection of inflation and growth, and pitches “growing our way out” as a potential answer to U.S. debt. He also argues that AI isn’t a bubble, and why. He likes Meta Platforms (MET...

Markets are pricing in a hawkish interest rate cut from the Fed, says Kevin Hincks. He notes a two point climb in the VIX since the week began as the leading metric signaling that move. However, if the FOMC leans dovish, Kevin believes markets will make a 180 degree turn and rally on the session. Kevin adds that a move on interest rates will boost housing sentiment, noting a recent uptick in MBA m...

Overspending concerns surround the A.I. narrative plagued the trade in recent weeks, and Oracle (ORCL) was seen as a posterchild for that risk. The stock sold off 35% since hitting all-time highs after last quarter's earnings. Ahead of Wednesday's postmarket report, Rick Ducat highlights key levels for investors to watch while Tom White turns to the options front and offers an example trad...

"This is not a drill," says Erin Gibbs when talking about 2026 being "the year" for small and mid-cap stocks. She explains what makes the coming year different from past bullish expectations which experienced head fakes. Erin's top picks include Krystal Biotech (KRYS), Exelixis (EXEL), and Neurocrine (NBIX). ======== Schwab Network ======== Empowering every investor and tra...

Danielle DiMartino Booth (@DanielleDiMartinoBoothQI) takes investors through her Fed experience and expectations ahead of Wednesday's interest rate decision. She says she won't be surprised to see dissents on both sides of the committee as uncertainty for 2026's cutting path builds. Danielle later dives into inflation's lingering presence on the committee and why it's hard to b...

JPMorgan Chase (JPM) saw a steep sell-off after the banking giant said it expects expenses to rise to $105 billion in 2026. Rachel Dashiell takes investors through her key levels, including $290, which she says is a pivotal mark for JPMorgan Chase to hold. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sc...

Today will be all about the Fed commentary, says Kevin Green. With a 25bps interest rate cut priced into markets, he believes the FOMC's path forward will be the true focus of Wednesday's decision. He highlights how the dot plot and 2026 probabilities can help level off volatility. KG also turns to GE Vernova (GEV) issuing 2026 guidance and boosted share buybacks, rallying shares ahead of...

JOTLS and ADP weekly employment showed a little reprieve for what many consider a jobs market under pressure. It's expected to be a critical focus in Wednesday's interest rate decision from the FOMC. Marley Kayden and Sam vadas run through the numbers while previewing the meeting and a key A.I. earnings report in Oracle (ORCL). ======== Schwab Network ======== Empowering every investor and...

Mario Lagana discusses the current market consolidation of the S&P and NASDAQ. Mario points out the struggle of former leadership stocks like Meta Platforms (META), Microsoft (MSFT), NVIDIA (NVDA), and Amazon (AMZN) to surpass 50-day moving averages, indicating a shift in market leadership. He then presents new stock picks, including Lattice Semiconductor (LSCC), AppLovin (APP), Citigroup (C),...

Galaxy Digital (GLXY) nabbed Citizens as a new bull. The firm initiated coverage on the digital finance company with a market outperform rating and $60 price target as it shifts to A.I. infrastructure. George Tsilis notes it's the latest company to make the move from cryptocurrency mining to A.I. He also explains the bifurcation among analysts when it comes to Galaxy's business model. ====...

Citi raised its price target on Apple (AAPL) to $330 from $315 over bullish expectations for iPhone 17 sales. Rick Ducat notes the company's changing leadership and lagging stance in the A.I. race as two key topics for investors to consider moving forward. As for the chart, Rick points up an upwards wedge breaking to the downside as a bearish indicator. Options activity has also slowed on Tues...

Silviu Itescu, CEO of Mesoblast (MESO), discusses their stem cell work and their FDA-approved products. Their latest work is to treat acute graft vs host disease in children, and he says they’ve seen “terrific launch results.” He talks about gaining Medicaid coverage and adoption by private insurance plans. Silviu covers their future drug pipeline and how they are targeting heart disease and infla...

Janet Rilling expects the yield curve to continue to steepen into 2026 as the Fed holds down the front end and the market “controls the rest.” She reviews the bond market’s moves this year and how fixed income had “quite a good year.” However, she urges caution around some corporate credit segments and breaks down some of the AI capex. She’s finding opportunity in “global government bonds” creatin...

Investors will have their attention all on Fed Chair Jerome Powell and the FOMC in a highly-anticipated interest rate decision. Ian Wyatt believes a hawkish tone will lead to a pause in January. He expects that pause to come more from inflation woes tapping into the Fed's dual mandate even as cracks widen in the jobs market. John Blank says he's "not too worried" about the labor,...

Kevin Horner’s Technical Tuesday breaks down the charts of the S&P 500 (SPX), Coeur Mining (CDE), and D.R. Horton (DHI). On the SPX, he points to the confluence of the 20-day and 50-day moving averages, which can provide support. Coeur Mining has seen a “pretty healthy pullback” and is testing support at the 20-day moving average. He thinks this could be a “low risk starting spot” for traders...

Nikolas Tsakos, CEO of TEN Ltd. (TEN), says “we have been going from crisis to crisis since the ‘20s,” citing the pandemic, the Russian invasion of Ukraine, and more. TEN transports natural gas and oil products by sea and is the longest publicly traded company in Greece. However, he sees strong growth ahead, with fleet expansion underway. The “sweet spot” of oil prices is between $50-$60, he says,...

Bob Lang focuses on money flows, with inflows into healthcare, “select areas” of technology, and retail. He highlights Victoria’s Secret (VSCO) and Abercrombie & Fitch (ANF) as standouts in the latter sector. He thinks the Fed needs to pause after a cut tomorrow. If interest rates start coming down again, he says investors should pay attention to small caps. He likes Apollo Group (APO), Blacks...

More than 200 million Spotify (SPOT) users interacted with Spotify Wrapped within its first 24 hours, says MichaelAaron Flicker. He explains that there's a lot that goes into the campaign that has users coming back to it every year. In his breakdown, MichaelAaron explains how Spotify navigated marketing "flops" that paved the way to what became a social media phenomenon. ======== Sch...

Likefolio’s Andy Swan sees strength and “growing levels of retention” for Chewy (CHWY), with cancellation searches flat and autoship searches up 8% in their data. While the market is becoming more crowded, with players like Instacart (CART) and DoorDash (DASH) offering pet product deliveries, Andy thinks Chewy is doing a great job with the customers they already have. However, he adds they’re in a...

Alex Barron and Rogers Healy react to Toll Brothers (TOL) earnings. Rogers is “unsurprised” by the results, saying “they’re playing the margin game and getting squeezed.” He notes that their average price point is almost a million dollars, and that top-end real estate tends to get hit first when the sector sours. Alex thinks December demand is turning positive and the outlook for 2026 is “not too...

When it comes to Netflix (NFLX) and Paramount Skydance's (PSKY) vocal battle for Warner Bros. Discovery (WBD), Investopedia's Caleb Silver says there's a lot to consider under the surface. He explains why this is a "story built for Hollywood" as undercurrents from the Trump administration add to the bidding discussion. Caleb also notes YouTube's role in adding pressure to...

Jessica Inskip's Big 3 focuses on stocks she sees disappearing from investors' radars that will continue strong upside moves. She talks about CME Group's (CME) long-term play, IBM Corp.'s (IBM) acquisition of Confluent (CFLT) strengthening its enterprise A.I. positioning, and Walmart's (WMT) move to the Nasdaq defining its A.I. value. Rick Ducat takes investors through his key...