Schwab Network

"It's a matter of time" before the government reopens, says Alex Coffey, calling the Senate's 60-vote threshold the "biggest hurdle" in the process. Now focus turns to key inflation and jobs data, as Alex highlights the prospective timeline of key reports. The question remains: what will that data show and what will it mean for interest rate cuts? Alex talks about the &...

Kevin Hincks reporting from @cboeglobalmarkets shares the latest economic data from the NFIB Small Business Optimism Index and dives into the details to find out why it was lower than estimates. He looks at ADP's newest jobs data that pointed to a loss of more than 11k jobs each week in the last 4 weeks as the government shutdown ceased regular jobless claims prints. On the stocks front, Kevin...

Nancy Prial is closely watching the circular spending within the AI sector, but is “confident” that AI is a long-lived trend and “one of the biggest opportunities out there.” She likes the “application layer” of AI: communication services, infrastructure, software builders. She thinks some companies in the space can double or triple from here and argues investors should focus on U.S. players that...

CoreWeave (CRWV) shares sunk as much as 12% after the opening bell when it posted a guidance cut and more CapEx in earnings. As Diane King Hall notes, the company also marked a delay for one of its data centers. Rigetti Computing (RGTI) narrowed its loss in earnings but slid at the open when valuations came into check for investors. Diane also highlights the entertainment space in Paramount Skydan...

“Demand today [for AI] is very, very strong,” but a capex pullback could happen in the next few years, Joseph Shaposhnik warns. He shares stock picks, including Thermo Fisher (TMO), highlighting its recurring revenue. In defense, he also likes GE Aerospace (GE), which is his firm’s largest position, along with Loar (LOAR) and Heico (HEI). As Warren Buffett steps away from Berkshire Hathaway (BRK/B...

Rick Ducat tackles the technicals on AMD's (AMD) chart as shares have attempted to muscle back some of its recent selling action. Rick identifies the momentum and moving average studies that show signs of support during its recent downtrend after falling from all-time highs. Rick indicates significant trading volume near its standard +1 deviation. Tom White later swings by with an example opti...

Greg Friedman sees a "slow grind back" in commercial real estate, not a "snapback" like post-Great Financial Crisis. He discusses the impact of an elevated 10-year yield, but notes a predictable Fed and stable environment will help drive overall stability in commercial real estate. Greg believes 2026's market will be stronger than 2025. ======== Schwab Network ======== Empo...

Logan Gilland joins Morning Movers to help preview Oklo Inc. (OKLO) earnings and explains the pre-revenue status of the nuclear energy company. He underlines the significance of Sam Altman's role within the company and the energy demand powering interest in companies like OKLO. Logan admits that A.I. valuation concerns might be weighing on shares, and says he's been trimming his position o...

Tom White kicks off Tuesday's trading day with a look at the strength shown in Monday's tech-led rally. He points to moves in Palantir (PLTR) and Nvidia (NVDA) as leaders in the move, but discusses Softbank exiting its position of Jensen Huang's chipmaker. Tom notes that overall optimism in the equity markets remains, pushing higher on stronger earnings and cooling tariff tensions with...

On Holding (ONON) reports earnings tomorrow. Ben Watson laces up his technical analysis shoes to take a look at the chart. On the 5-day chart, he highlights the $34.50 level as a near-term area of support. Looking at the 1-year chart, Ben highlights the downtrend from May's levels near the $60 point. He looks at prior technical missteps after recent earnings reports and examines the momentum s...

“We have many more years of this AI trade to come,” Joe Tigay argues, despite fears of a bubble. He looks at Tesla (TSLA), saying that “without Elon” there is no Tesla, and he wouldn’t want to invest in the company if he wasn’t leading it. However, he notes that Elon’s new pay package and goals are extremely ambitious. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Robert Price, CEO of Greenland Energy Company, joins the show to discuss the company's efforts to develop what could be one of the largest oil fields in the world, located onshore in Greenland. With an independent engineering report suggesting significant potential, Greenland Energy is repositioning equipment and expects to break ground in the summer of 2026, with Halliburton providing oil fie...

While the A.I. trade and Trump's knock on health insurers took a lot of market attention in Monday's session, Marley Kayden and Sam Vadas turn to other stories behind today's moves. Healthcare saw another big headline in Pfizer's (PFE) bid for Metsera (MTSR) while international traders had their eyes on China. ======== Schwab Network ======== Empowering every investor and trader, e...

A.I. and quantum computing took the attention of investors after Monday's closing bell. Marley Kayden, Sam Vadas, and Kevin Green discuss the better-than-expected losses in CoreWeave (CRWV) and Rigetti Computing (RGTI) and where both companies stand in the evolving A.I. space. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

Globalstar (GSAT) hit highs it hasn't seen since 2014 after B. Riley raised its price target on the satellite services company. George Tsilis centers on what the firm sees in the company's outlook and where the company stands compared to peers in Starlink and how Apple (AAPL) plays a pivotal role in its growth story. ======== Schwab Network ======== Empowering every investor and trader, ev...

Before CoreWeave reported earnings after Tuesday's close, Rick Ducat dove into the A.I. infrastructure company's technicals. While the stock surged since its IPO, Rick points out that CoreWeave (CRWV) still hasn't rallied as much as peers like Nebius (NBIS) and Applied Digital (APLD). He highlights key levels to watch and where investors expect the shares to move through a glimpse at t...

Scott Melker says the U.S. Senate bill allowing crypto assets to be included in mortgage risk assessments is a “game changer” for U.S. crypto owners. “I don’t think there’s any risk to this,” he says, it is only a “natural evolution” of the industry. He argues the only reason it hasn’t been adopted already is the industry is just slow to adapt. ======== Schwab Network ======== Empowering every inv...

While Monday's rally came partially off investor hopes of the government reopening, Verified Investing's Gareth Soloway believes the catalyst will be a bull trap. He argues the economy "has only gotten worse." As for equities, Gareth turns to his technical analysis in semiconductors and Bitcoin that he believes show warnings flags for the stock market. ======== Schwab Network ===...

Joe Mazzola with Charles Schwab goes in-depth on the firm's October 2025 STAX report, which showed yet another tick higher. He says the report reinforced a dip-buying mentality, especially in Mag 7 and high-beta names like Nvidia (NVDA), Meta Platforms (META), and Palantir (PLTR). Among the stocks that sold the most: AMD Inc. (AMD), Tesla (TSLA), and Eli Lilly (LLY). Joe also talks about the d...

Randy Altschuler, CEO of Xometry (XMTR), discusses their latest earnings and the business of creating custom machinery and parts. He tells viewers a success story about gaining clients and talks about how their reliability and customization options are crucial to its success. He explains how they’ve built an AI-powered marketplace to connect customers with fabricators. Randy also talks about their...

Sean Cudahy and Tom Essaye discuss how the government shutdown has impacted airlines. Sean says almost 25,000 flights have been cancelled since the beginning of the shutdown, with 2,000 today alone. The end “can’t come soon enough,” he says. They discuss how quickly travel can return to normal after the shutdown lifts. Tom looks at the best-positioned airlines, and thinks Southwest (LUV) is winnin...

Axel Merk thinks investors are choosing metals over bonds and discusses the demand for precious metals in the market. “Because this market is so much smaller than the bond market in particular, you don’t need that many people to come into the market to have outsized returns,” he notes, as gold climbs over the $4,100 level. He stresses that investors need to decide whether they can “afford the risk...

"2025 has been a pretty interesting year for the auto industry," says Kevin Roberts with CarGurus. He has a particular interest in the used car market, noticing a rise in vehicle sales under $30,000 and/or with cars seven years or older. Kevin sees similar trends in the EV space after the Trump administration axed the EV tax credits. With interest rates remaining high and new vehicle pri...

Opendoor (OPEN) has become a staple to the meme stock trade, though JPMorgan sees the company's new management setting the foundation for a new beginning. George Tsilis talks about how the rental listing company is navigating the space with shaky footing on the backs of an earnings miss last week. He explains how a pivot to an "asset-light model" helps mold JPMorgan's bullish tak...

Likefolio’s Andy Swan covers Chipotle (CMG), where he notes a major change in visits: -17% year-over-year. He thinks that “an entire generation of consumers” is moving away from the company, and they were the ones who “built the company up.” The other big story he sees is “people are complaining” that their portions aren’t large enough. ======== Schwab Network ======== Empowering every investor an...