Schwab Network

Marley Kayden discusses investor expectations for Salesforce (CRM) ahead of its earnings report after Wednesday's closing bell. She notes the company's recent price increases on top-tier plans and the potential impact of its A.I. offerings, which include Agentforce, on future revenue growth. Despite a challenging year, Marley highlights why some analysts are cautiously optimistic. ========...

Charles Schwab's Cooper Howard breaks down the ADP employment report, which he calls the "big one" investors should note. He emphasizes the weakness in small business as something that the Fed will watch closely and consider in its December meeting. Cooper later talks about what all the data means for the bond market. ======== Schwab Network ======== Empowering every investor and tra...

Keri McGhee of Attentive, an AI marketing platform, assesses the Black Friday/Cyber Monday sales period. She argues that “people did a lot more research” and notes that although they bought less items overall, they spent more in total. “They’re waiting for the brand to come to them” with discounts, she adds. Keri also explains how AI is being used in retail and how Attentive uses consumer data to...

A better overall ISM Services number gave a boost to Wednesday's trading action, says Kevin Green. He explains why the print is "pretty decent" following what investors saw the month prior. As for ADP employment, KG considers the pressure on small businesses important as they employ around 50% of the U.S. workforce. It's something he believes pushes the Fed to cut interest rates...

“We’re definitely eyeing that 7,000 number” on the SPX, says Alexis Browne Roberts, and thinks we can hit it within the next few months. Looking ahead to next year, she notes midterm election years are traditionally worse for the stock market and is more neutrally positioned heading into 2026. GLD is one of her big winners this year and she still considers it a “great play” that investors can add...

After facing a rough start to 2025, Macy's (M) muscled an earnings beat thanks to a strong showing from Bloomingdale. That said, Diane King Hall points to tariffs and selective spending from consumers plaguing the company's forward momentum. CrowdStrike (CRWD) showed strength in the cybersecurity sector but shares still slid on the report. Staying in the space, Diane turns to Okta Inc.&#39...

Gene Goldman sees a low probability of a Santa Claus rally this year, arguing that “we have a terrible market backdrop” as Bitcoin drives markets lower, the Fed turns hawkish, and inflation persists. He sees “very little room for multiple expansion” and thinks that 2026 returns will only be in the single digits. However, Gene expects AI and technology to remain bullish. Another favored sector is h...

Private payrolls in the latest ADP employment print showed a decrease of 32,000 jobs. Kevin Hincks reports from the Cboe Global Markets to explain what the numbers means and why it emphasizes the Fed's employment end of its dual mandate. However, as Kevin points out, consumer spending remains strong. He also touches on Nvidia (NVDA) CEO Jensen Huang's meeting in Washington D.C. with the go...

With the Fed likely to cut rates, the market has plenty of liquidity and should be able to maintain the 2025 rally, according to Thomas Hayes of Great Hill Capital. Hayes thinks the usual volatility seen in an mid-term election year may be overblown, and thinks that the Health Care sector and defensive dividend stocks are set to outperform in 2026. Hayes stock picks include Pfizer (PFE) and Papa J...

Snowflake (SNOW) shares have rallied nearly 50% this year, outperforming its peers in the cybersecurity sector. Rick Ducat examines the chart ahead of earnings and Tom White places an example trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://a...

Salesforce (CRM) has lost nearly 1/3 of its value since the beginning of the year, and with earnings on deck, its A.I. Agentforce will be the most factor in its earnings report according to Melissa Otto of S&P Global Market Intelligence. Otto says that Salesforce needs to show specific quantification of how the Agentforce and Data360 business segments progress can be tracked. ======== Schwab N...

Futures are pointing to a second straight day of gains as volatility falls, with Nvidia (NVDA) pushing markets higher in the premarket. Kevin Green examines Wednesday morning's action, including the ADP jobs data and Bitcoin Futures (/BTC) showing gains, with iShares Bitcoin Trust ETF (IBIT) seeing buyers. In earnings news, Marvell (MRVL) is soaring after guiding for strong data center demand...

Shares of Uber are moving higher premarket after an upgrade to buy from Arete. Rachel Dashiell examines the chart, which in the short term has been showing a possible bottoming process with $90 the key level to watch. The long term chart shows a consistent uptrend, with the recent fall in shares showing support at the $82 level, with the stock rangebound for several months. ======== Schwab Network...

“At some point, the AI trade is going to fall flat on its face,” says Jake Dollarhide – but not right now. He says Google’s Gemini is “pushing OpenAI to its max” and thinks Sam Altman is calling a code red because he thought their lead was unbeatable. Jake sees “a lot of value” in the market, especially in sectors with smaller gains. However, he warns of a potentially accelerating unemployment rat...

CrowdStrike (CRWD) and Okta Inc. (OKTA) muscled earnings beats for cybersecurity while Marvell (MRVL) did the same for the A.I. hardware space. All showed different reactions when it came to price action. Marley Kayden, Sam Vadas, and Kevin Green break down the earnings and analyze why each stock was searching for direction after the closing bell. ======== Schwab Network ======== Empowering every...

Chris Retzler expects small-cap stocks to rally should the Federal Reserve cut interest rates. He explains how recent tax policy changes will unlock capital in the small-cap space, especially in the technology sector, driving growth in areas like data centers, automation, and robotics. Chris also highlights semiconductors as a key opportunity, anticipating a boost from enterprise refreshes and a p...

From OpenAI CEO Sam Altman issuing a "code red" to employees, to the international front in the Japanese bond market, Marley Kayden and Sam Vadas explain what makes Tuesday's headlines so critical to Wall Street. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read t...

Credo Technology (CRDO) hit an all-time high of $213 Tuesday before pulling back from the record. George Tsilis why some investors see Credo as a "hot" under the radar A.I. stock after posting a stronger-than-expected earnings report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Befo...

Ahead of Okta Inc.'s (OKTA) earnings after Tuesday's closing bell, Rick Ducat analyzes the most recent earnings moves and why they can be "confounding" to new traders. He explains how the general cybersecurity trade experienced shakiness in 2025 by comparing Okta to peers like CrowdStrike (CRWD) and Fortinet (FTNT). Rick takes investors through bearish and bullish signals in the...

Kyle Brown, CEO of Trinity Capital (TRIN), explains how the alternative asset management company works and how they partner with nascent companies to put them on the path towards IPOs. Kyle digs into the private credit market, which has become more popular as fewer companies come to public markets. He addresses skepticism of the industry – “not all private credit is made the same” – and why return...

David Woo expects a hawkish rate cut from the Fed, if we get one at all, noting that multiple Fed members at the last meeting did not want another cut. The Fed’s next rate announcement will be on December 10. “The market right now is pricing in more cuts” in January and March, and if the Fed stays neutral, it “could be a problem” for bonds and equities. He discusses what that fallout could look li...

In previewing CrowdStrike (CRWD) and Okta Inc. (OKTA) ahead of their earnings after Tuesday's close, Ahmed Khan shows concerns from 2025's price action compared to 2024 but believes it makes the names more attractive in affordability. He adds that cybersecurity's fragmented market will experience continued consolidation. Ron Westfall notes "mixed" expectations heading into th...

Dale Smothers returns to the Watch List and explains why he believes A.I. stocks hit a new bottom after stark selling action in November. Names he likes include Palantir (PLTR), Nvidia (NVDA), CoreWeave (CRWV), and Applied Digital (APLD) as he sees more upside potential to downside risk. Another factor Dale expects to bolster the A.I. trade: CapEx spend from hyperscalers like Alphabet (GOOGL). ===...

Kevin Horner’s Technical Tuesday picks are the SPX, MSFT and NFLX. On the SPX, he looks at price levels from the last few days and points to it breaking above the 50-day moving average. Microsoft (MSFT), which is bouncing back from its 200-day moving average, will take “a bit more optimism” to bring it above the “neckline” level Kevin sees. Lastly, Netflix (NFLX) “doesn’t look terribly bullish” he...

Jay Jacobs gauges income-oriented ETF demand in a record year for ETFs altogether. He describes different strategies traders are using to play the market and shares a few ETFs they may be interested in, including the iShares Advantage Large Cap Income ETF (BALI) and the Deep Buffer ETF (IVVB). Turning to AI, Jay says there are lots of options for ETFs, including the AI Innovation and Tech Active E...