Schwab Network

Rachel Dashiell breaks down the chart of Cisco Systems (CSCO) and highlights a cup shape. She looks at potential resistance and support areas and says bullish traders “may need to be patient.” She also examines a longer-term time frame for a clearer picture. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://...

Stocks could see a relief rally with solid earnings, but a prolonged government shutdown and lack of economic data may create market fog, making it harder for the Fed to set policy. Kevin Green says ADP's jobs report on Wednesday will take on added importance, while investors also keep an eye on inflationary prints. Meanwhile, M&A activity is heating up, with Kimberly-Clark's (KMB) $48...

Christine Short and Scott Zari cover Eli Lilly (LLY) earnings and the future of GLP-1 drugs. Christine emphasizes the global demand for these drugs, as evidenced by higher international revenue, and what a daily oral GLP-1 pill could do for the company. Scott looks at Eli Lilly’s market share in the weight loss sector, calling it a “two horse race” between them and Novo Nordisk (NVO). ======== Sch...

Microsoft (MSFT) shares tumbled following its latest earnings report, but George Tsilis goes under the hood of the Mag 7 stock to find out what investors need to know. From Azure to Copilot, George identifies the potential growth areas in the business and cautions investors about the potential headwinds for Microsoft moving forward. Later, George looks at the technical indicators on his radar when...

It was another volatile week thanks in part to a hawkish interest rate cut from the FOMC, though three of the four major indices closed higher. Another factor behind volatility: five of the Mag 7 reporting earnings. Marley Kayden takes investors through the gauntlet of Big Tech reports, from big rallies in Alphabet (GOOGL) and Amazon (AMZN), to a bigger downside slip in Meta Platforms (META). ====...

Joaquin Martin and Carlos Lacave discuss the Nomadar's (NOMA) innovative approach to the business of football. With a focus on technology, digitalization, and real estate, Nomadar aims to generate alternative revenue streams beyond just ticket sales. Key projects include a multi-purpose event center in Spain and a high-performance training program. ======== Schwab Network ======== Empowering e...

On the final day of the trading week and October, Marley Kayden and Sam Vadas take investors through their top stories to close out another month on Wall Street. They talk about Nvidia's (NVDA) silent but strong week where five other Mag 7 giants took many of the headlines. As for October, they note gold's massive rally and following selling action, along with storage companies like Micron...

Mega cap companies dominated the earnings headlines this week, though George Tsilis turns to Cloudflare (NET) as a tech name many missed. He considers the company an important one which posted an impressive report that sent Cloudflare's stock to record highs. Another factor George touches on: Cloudflare's appeal to small and mid-sized businesses. ======== Schwab Network ======== Empowering...

After Coinbase (COIN) rallied Friday off a strong earnings beat, Rick Ducat takes a closer look into the stock's year-to-date outperformance and comparisons between the SPX and Bitcoin. He takes investors through his technical analysis which shows a compressing pattern and the bullish traction he sees in the options front. ======== Schwab Network ======== Empowering every investor and trader,...

Darrell Crate, CEO of Easterly Govt. Properties (DEA), walks through the key takeaways from their 3Q25. He notes their 8% dividend and “steady growth,” calling the REIT an “anchor in the storm.” He thinks the stock has been unfairly punished by fears around DOGE and the government shutdown, but thinks things will balance out again. “We have billions of dollars of rent” from the U.S. government eve...

Dale Smothers believes AI capex can get “spooky if you ask the right questions,” and calls it the story traders should be focused on. “At what point – and how – do we turn all of this artificial intelligence into profitability?” He posits that the sector might be overvalued because of the difficulty of answering that question. However, he still likes Apple (AAPL) and Amazon (AMZN), CoreWeave (CRWV...

Sam Stovall anticipates a rate cut in December and two more in 2026. He expects continued softening in the job market and thinks unemployment will hit 4.5% next year. He reminds viewers that November and December are typically the strongest months of the market, and he expects this to be true for 2025. Right now, he likes retail, highlighting the XRT ETF, along with healthcare names VRT and NBIX....

Coinbase (COIN) is "looking like it's in a really good place," says Ray Salmond. With retail interest gaining traction, the big concern he has for the stock is how the company can sustain current growth. David Siemer says it won't be much of a problem with Bitcoin and other stablecoin having "every possible tailwind." According to David, it may just take time for those...

Jim Worden thinks the bull market can continue and thinks tech and industrials show promise. He hopes the Fed continues to lower rates, which will support market breadth. He thinks the Fed needs to “remain proactive” and thinks employment is a bigger risk than inflation. He is expecting a December rate cut but comments on the Fed’s caution. He likes Broadcom (AVGO) and Intel (INTC) in AI, but is a...

Wedbush's Dan Ives returns to The Watch List and reiterates that the A.I. trade will continue a bullish run for the foreseeable future. He points to Alphabet's (GOOGL) earnings as a sign that the A.I. buildout shows no signs of slowing. Dan believes the company will eventually partner with Apple (AAPL) to deliver a "one-two punch" for A.I. development. He adds that "there&#3...

Mark Valentino explains how young adults are redefining success, moving towards freedom rather than wealth accumulation. He says this could be because young people feel like old milestones are no longer possible. He sees “troubling” trends around how young people are still dependent on their parents for basic necessities. Mark also looks at how the gig economy factors into these trends. ======== S...

Likefolio’s Megan Brantley is “still waiting on that turnaround” for Starbucks (SBUX). While Starbucks is still leading the coffee space, she sees a lot of “up and comers” like Dutch Bros (BROS) chipping away at their share. They see a drop in brand interest and web visits for SBUX. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and a...

Charlie O'Shea considers Amazon's (AMZN) earnings pretty strong, bolstered by AWS cloud. He sees A.I. spending increasing and believes Amazon investors will remain very "patient" for the company to buildout infrastructure. Owen Carr talks about the Mag 7 giant's advertising arm and how it added muscle to the report. He makes the case that Amazon trimmed tariff fears but will...

Mick Farrell, CEO of ResMed (RMD), joins Trading 360 to discuss their latest earnings and their work in respiratory medicine. It was a “very solid quarter,” he emphasizes, walking viewers through the key drivers, including in their supply chain. ResMed sells CPAP machines and sleep apnea treatments, and they are focusing on selling directly to the home. Mick also explains how they are expanding th...

Alphabet (GOOGL) spiked into its earnings this week, and StocksToTrade's Tim Bohen believes the Google parent company has much more room to run. He explains his bull case that rides on A.I. and "under the radar" quantum computing developments. On his other stock picks, Tim likes the pullbacks to previous breakouts in Kodiak Sciences (KOD) and Flotek Industries (FTK). Rick Ducat takes...

Apple (AAPL) traded about flat after posting record revenue in earnings, though iPhone sales and China revenue both missed estimates from Wall Street. Ben Bajarin believes the report showed a strong foundation that Apple will build on with time. He sees the next two quarters being the real sales catalysts in China. George Tsilis takes investors through the options front for Apple. ======== Schwab...

“Money’s being very selective right now.” Chris Vermeulen notes that money is flowing into stocks from precious metals and thinks this could be the beginning of rotation. “It’s a sign that this market isn’t the strongest.” He calls AI a “huge bubble” and wants to see “all stocks” moving upwards in sync instead. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Amazon's (AMZN) dominance in ecommerce was backed by its AWS cloud that added lots of muscle to the Mag 7 giant's earnings. Jenny Horne talks about how the cloud services platform sets the groundwork for more growth after Amazon already showed strong numbers on Thursday. Dan Deming offers an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and...

Charles Schwab's Cooper Howard recaps the FOMC's hawkish interest rate cut on Wednesday and explains why visibility ahead is so important to the Fed. A lack of data due to the government shutdown is what he considers the biggest question mark for Fed governors, making whatever data we do get all the more important. ======== Schwab Network ======== Empowering every investor and trader, ever...

“Objects in motion tend to stay in motion,” quotes Jay Pelosky, expecting the U.S. and China to keep “running hot” next year. He thinks international will outperform U.S. as a secular shift takes place, and thinks energy is one of the “most attractive regions” in markets. He anticipates a continued bull market in commodities next year, and thinks it will expand to new products. Jay notes that he i...