Schwab Network

LikeFolio's Landon Swan shares his bullish take on McDonald's (MCD) despite the fast-food giant's underperforming stock. Swan credits McDonald's success to its focus on value, citing the return of the value meal and successful promotions. He also points to the company's vast data reserves, which could give it an edge in implementing A.I.-driven efficiency improvements. Swan not...

Prosper Trading Academy's Charles Moon turns to hot software trades on today's Big 3. He sees Palantir (PLTR) shooting up to $205 as long as it breaks $195, Shopify (SHOP) experiencing more short-term drawdown, and Cloudflare (NET) to make a short-term rebound. Charles also offers example options trades for his picks while Rick Ducat dives into the technical trends to watch. ======== Schwa...

Futurum's Shay Boloor believes Palantir (PLTR) remains strong after its post-earnings selling action. He points to the company's commercial revenue growth showing a massive runway ahead. Shay sees a $1 trillion market cap sooner than some investors think, though valuations will have to cool first. Joe Castiglie adds that Palantir has "unique tailwinds" that separate it from A.I....

After Walt Disney (DIS) closed a merger deal between Hulu + Live TV and FuboTV (FUBO), CEO David Gandler discusses what it means for the company's opportunities ahead. He believes exposure to Disney's streaming network won't just boost subscriber counts, but also expanding advertising opportunities for partners. ======== Schwab Network ======== Empowering every investor and trader, eve...

McDonald's (MCD) will offer a clearer picture not just for the state of the company, but also for the fast food industry. Brian Szytel believes the set-up looks good heading into the report as it mitigates labor woes. He adds that inflation pressure facing McDonald's are now "backward-looking" and has a "loyal" customer base that offers a long-standing profit base. Tom...

Charles Schwab's Nate Peterson takes a look back at last week's price action to explain the moves we're seeing this week. He attributes the weakness to a hawkish interest rate cut from the Fed, a change in A.I. spending perspective seen in Meta Platforms (META), and selling reaction to Palantir's (PLTR) "stellar" earnings indicating a change in psyche for markets. Nate ad...

AMD's (AMD) stock has soared over 50% in the last month ahead of its earnings report, driven by a strategic partnership with OpenAI for computing power. But with the bar set high, can the chipmaker justify its huge run up? Though the A.I. chip deals with OpenAI and Oracle (ORCL) have sent shares higher, their impact may not be fully felt until next quarter. Join Marley Kayden to discuss if val...

Last week, the FOMC voted to lower interest rates by 25bps and showed no certainty that there will be another cut in December. Taylor Huffman explains that a lack of economic data due to the government shutdown plagued the Fed's interest rate path. However, she notes that the uncertainty did create new opportunities in bonds. ======== Schwab Network ======== Empowering every investor and trade...

Kevin Green says the Morgan Stanley (MS) and Goldman Sachs (GS) CEO commentary should be treated as a "blip on the radar" for now. When it comes markets getting a lack of data due to the record-setting government shutdown, he says investors are okay with it. That could change once the shutdown ends as Kevin expects volatility to ramp higher once we get a hold of all the delayed economic...

A 10% to 20% pullback predicted by Morgan Stanely (MS) and Goldman Sachs (GS) CEOs can be good for the market, argues Dory Wiley. He points to tech names like Palantir (PLTR) gaining significant traction in recent months that could benefit from a valuation cooldown. He sees small banks benefitting the most in the current economic environment and offers perspective on stocks he is watching. Dory ad...

Diane King Hall turns to three stocks all turning to the downside following Tuesday morning's earnings slate. Norwegian Cruise Line (NCLH) shares sank after the company missed on its report. Spotify (SPOT) also took a big hit even though it beat and showed signs of margin expansion. Shopify's (SHOP) in-line report didn't satisfy as investors appeared to check out of the stock. ========...

Leaders with Goldman Sachs (GS) and Morgan Stanley (MS) see a correction between 10% and 20% in the next one to two years, adding pressure to Tuesday morning's tech sell-off. Kevin Hincks makes the case that investors shouldn't fear due to the A.I. trade showing continuing strength. He also points to gold and Bitcoin's downside action adding to the case for volatility to take charge of markets yet...

Ben Sturgill believes the U.S. economy remains a stronghold despite facing a sea of uncertainty. He plans to stay long in tech with expectations volatility will cool. Ben sees promise in Amazon (AMZN) heading into the holiday season and Tesla (TSLA) for components not many investors are talking about. As for his undercard plays, Ben also explains his bullishness on CoreWeave (CRWV) and Qualcomm (Q...

Chris Versace sees the government shutdown impacting consumers more the longer it persists. He points to data suggesting Americans will have to pay $40 billion more as they face an uphill battle with tariffs. Chris makes the case that Costco (COST) will weather the storm. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslet...

AMD Inc. (AMD) reports earnings after Tuesday's closing bell. Can the chipmaker continue its rally that more than doubled the stock price in 2025? Rick Ducat gives investors an up-close look of his technical analysis in AMD's chart. Tom White tells traders "don't be a hero" when it comes to the options front. ======== Schwab Network ======== Empowering every investor and trad...

Norway's sovereign-wealth fund said it will not vote for Elon Musk's pay package, leading Tesla (TSLA) shares to slide to the downside. Charles Schwab's Ben Watson takes a look into Tesla's technicals and urges investors to "take the narrative" out of the company when examining levels. He explains how the stock shows a bullish "twin peak." ======== Schwab Networ...

CFRA's Cathy Siefert says investors are taking profits across the insurance space, putting pressure on related stocks. She saw something similar through American International Group (AIG) but considers the company a "name you got to own" in the industry. Cathy explains how "social inflation" plays a role in her thesis. She later talks about the lagging price action in Berks...

Stocks faced pressure Tuesday morning in an apparent tech-led sell-off. Kevin Green isn't raising the alarm, noting many tech names ran significantly higher and attributes the selling to profit-taking. He points to the SPX futures holding its 20-day SMA and expanding market breadth as other signals of strength. On the earnings front, Kevin explains why Palantir (PLTR) has sold off following st...

From Palantir (PLTR) to Reddit (RDDT), Jim Cramer shares his legendary market perspective with Sam Vadas at the NYSE set. He discusses his new book "How to Make Money in Any Market" and describes the importance of reaching out to investors to promote financial literacy. Jim's wit, humility and sharp market acumen are on full display in this 1-on-1 interview on Schwab Network. =======...

Alex Coffey and Sam vadas take a step away from specific stock stories and turn to the macro front on Monday's final takeaways. They talk about the latest developments in the tariff talks between China and the U.S., along with the general A.I. trader masking weakness under the market's surface. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

Palantir (PLTR) shares were little changed after its earnings report. Russell Rhodes believes the market correctly priced in a relatively muted reaction, given the company's history of post-earnings volatility. Rhodes sees parallels between Palantir's valuation and the broader trend of high-flying tech stocks in the NASDAQ, which has historically followed strong first halves with a strong finish t...

It was a mixed session to start November trading, with Amazon (AMZN) being the sole reason the SPX closed higher. It and OpenAI announced a $38 billion partnership that will allow the ChatGPT parent to use Amazon's AWS cloud. The deal still didn't have as big of a price tag as Kimberly-Clark's (KMB) offer to buy Kenvue (KVUE). Palantir (PLTR) created volatility after hours when it post...

Palantir (PLTR) was volatile after hours when the company posted an impressive earnings beat that included a 121% year-over-year gain in commercial revenue. Alex Coffey, Sam Vadas and Kevin Green take investors through the report as it hit the wire. The key aspect they agree kept the stock from ripping higher: its valuation. ======== Schwab Network ======== Empowering every investor and trader, ev...

Nathaniel Bradley is concerned that the Amazon (AMZN) and OpenAI partnership is "late to the game" and holds many questions around privacy. He's also skeptical that the deal will be longstanding, explaining that Amazon can remove OpenAI from AWS once it has all the data it believes it needs. Nathaniel adds that Nvidia (NVDA) remains a superpower in A.I. and will still benefit from th...

Michael Saylor joins Sam Vadas for an in-depth, hour-long discussion into Strategy's (MSTR) business model, Bitcoin's performance and the adoption of Bitcoin by institutional finance. Michael has been the Executive Chairman for Strategy since Aug. 2022 after serving as its CEO from 1989-2022. He weighs in on Bitcoin treasury competitors, his company's latest preferred stock offerings a...