Schwab Network

Graham Stock reacts to Javier Milei winning the midterm Argentinian election and emphasizes his “conciliatory tone” to other parties. He discusses U.S. involvement with Argentina and what could come of the relationship between Presidents Trump and Milei, especially when it comes to China. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark...

Ahead of Pres. Trump's meeting with Pres. Xi Jinping this week, investors are reacting to ongoing developments in U.S. and China trade negotiations. With potential delays of U.S. imposing 100% tariffs and a delay of export controls for rare earths out of China, Kevin Green provides his insights on the "optimism" leading to all-time highs in the equity markets. KG examines several rar...

Tom Hulick thinks the S&P 500 is “a little bit frothy right now” and zeroes in on specific sectors and names to watch. “It’s a stock picking market right now.” He likes Broadcom (AVGO) for chips, Ciena (CIEN) for fiber dominance, and Intuitive Surgical (ISRG). On the broader economy, he emphasizes that rates need to be lowered to allow people to buy houses. ======== Schwab Network ======== Emp...

Diane King Hall and Nicole Petallides discuss markets at all-time highs. Also topping new heights: Micron (MU), following a bullish price target hike from the analyst at Citi. Diane points to the company's role in the memory space and expected price increases as a catalyst for the company. Meanwhile, Keurig Dr Pepper (KDP) pops after a "perking up" in its earnings, including gains in...

“Even I, at times this year, have been skeptical” of market strength, says David Nelson, but admits that markets keep heading higher and seem strong. It’s not just the U.S., too – international equities are also hitting all time highs. He doesn’t believe AI is in a bubble and says that growth solves a lot of things. “Until I see some evidence that the demand isn’t there,” he expects the sector to...

Kevin Hincks kicks off the Opening Bell coverage from the Cboe Global Markets and maps out the trading week ahead. He dives into the latest developments between U.S. and China trade negotiations, including a drop in gold prices and the VIX as a potentially good sign for equity markets. Kevin adds his thoughts on big tech stocks as 5 of the Mag 7 names report earnings this week including Alphabet (...

Garrett Melson believes the broader economic performance continues to hold up, despite a "gradual cooling" in the labor market. He says a combination of the A.I. trade and easing Federal Reserve policy are helping to create a "FOMO" mentality, adding he believes the stock market could continue higher into the end of 2025. On the labor front, Garrett is looking at wage growth co...

UPS Inc. (UPS) earnings will be delivered before Tuesday's opening bell. Rick Ducat illustrates the chart's performance over the last year, which has been in an overall downtrend. He compares it to freight and logistics competitors such as C.H. Robinson (CHRW) and FedEx (FDX). Later, Tom White packages together an example options trade for UPS. Tom looks at a call diagonal strategy, which...

Logan Gilland previews NXP Semiconductors (NXPI) earnings and discusses the company's exposure to the automotive industry, which could be weighing on its performance. He admits "this is one that's going to struggle" adding that these chips are used in many Autos & EVs which have seen a dip in consumer interest as car prices have risen. Logan adds that investors are looking to...

AMD Inc. (AMD) shares have been on a tear, with the stock recently breaking out of a triangle pattern that formed over the past month. This move higher comes after a strong relative strength performance within the Technology sector. Rachel Dashiell notes that this breakout could be the beginning of a larger move higher, with a potential upside target of $280. ======== Schwab Network ======== Empow...

Stocks are set to kick off the week on a high note as optimism around a U.S.-China trade deal lifts the market. Kevin Green notes that a potential deal or framework announcement this week could be the catalyst for a S&P 500 (SPX) push to new highs. With positive earnings on the docket, including from tech giants like Apple (AAPL), Microsoft (MSFT) and Alphabet (GOOGL), plus a lack of economic...

Gold "doesn't seem like it has any chance of slowing down," says Will Rhind. He points a likely run-up to several factors, from a weakening dollar, to persistent inflation, to central banks around the global loading up on the rare metal. Will later explains why gold mining stocks don't offer the same upside potential to the asset itself. ======== Schwab Network ======== Empowerin...

Santiago Roel Santos believes Bitcoin holds its place as a mature crypto asset in the market, though he admits volatility can surge if price action doesn't hold or break $110,000 to the upside. He explains what investors need to watch for in crypto prices if volatility in the space surges. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

CoreWeave (CRWV) is one of several A.I. related companies to go public in 2025 as the artificial intelligence investing theme has captured the attention of nearly every tech firm on Wall Street. Rick Ducat provides the fundamental backdrop to CoreWeave's transformation from a crypto miner to one of Nvidia's (NVDA) trusted data center partners. Plus, Rick examines the technical layout on Co...

Matt Wittmer believes investors should broaden their AI trades, highlighting names like Suncor (SU), TotalEnergies (TTE), Xylem (XYL), and more. When creating the Allspring LT Large Core ETF, he likes to look 5 years into the future and take a more holistic approach. He believes software has been left behind, so he also likes Salesforce (CRM), Adobe (ADBE), and Microsoft (MSFT). Turning to financi...

A volatile week on Wall Street ended with significant rallies across indices, with the SPX, NDX, and $DJI all closing at record highs. AMD Inc. (AMD) and IBM Corp. (IBM) also hit all-time highs thanks to quantum computing developments linking the firms together. Tesla (TSLA) slid on a week it posted record revenue, though the selling action wasn't as steep as Netflix (NFLX) after it posted an...

Bob Lang discusses the market's recent run-up to new highs. He notes that despite volatility concerns, strong earnings and guidance from companies like IBM Corp. (IBM), RTX Corp. (RTX), and 3M Co. (MMM) have alleviated some of those fears. Looking ahead to next week's earnings, Lang highlights Visa (V), Apple (AAPL), and Amazon (AMZN) as key names to watch, with a particular focus on Meta...

Marley Kayden and Sam Vadas help investors digest the CPI-induced rally that started Friday's trading session to the upside. On stock movers, they turn to the big week in quantum capped by AMD Inc. (AMD) and IBM Corp. (IBM) developments, along with Target's (TGT) corporate layoffs affecting 1,800 workers. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Lumentum Holdings (LITE) is up more than 110% so far in 2025. Part of its rally is attributed to Lumentum's Apple (AAPL) connection. Alex Coffey offers a closer look behind the company's meteoric rise and how A.I. infrastructure buildout accelerated bullish hopes. He notes the company's financials ahead of earnings in early November. ======== Schwab Network ======== Empowering every in...

Coinbase (COIN) saw up to a 10% rally on Friday's trading session thanks to a bounce back in Bitcoin and a price target raise from JPMorgan. Rick Ducat notes the stock's close correlation to Bitcoin prices and outperformance compared to the SPX as stock highlights. With earnings taking place next Thursday, he shows traders key levels to watch by highlighting how former resistance has becom...

Andrew Feldman, CEO and cofounder of Cerebras Systems, aims to be a rival to Nvidia (NVDA). They build hardware and software that “accelerates AI.” He shows off the “largest chip” in computer history and says its size allows it to be faster than the competition. They are focusing on going public after a recent funding round raised over $1 billion. Clients include IBM, AWS, and the U.S. Department...

Sonali Basak gives her takeaways from the CPI report and highlights “promising signs” of inflation easing. She also discusses government data collection issues and delays compounding as the shutdown continues, and how the market is turning to private data releases instead, which don’t have the whole picture. She thinks the Fed now has room to support the jobs market with multiple rate cuts. Howeve...

Jay Hatfield discusses his price targets for the S&P 500 as it approaches 7K. He digs into the underlying multiples and why as long as corporate tax rates remain low, the market can keep heading upwards. He believes that the AI bubble will pop in “5 years” and thinks investors should benefit while the going is good. His stock picks include the private equity firms KKR (KKR), Apollo Global (APO...

Dan Ahrens covers the cannabis sector for Next Gen Investing. “We’re in an odd situation,” he says, with pot stocks doubling in just a few months on a mix between “behind the scenes” discussions and rumors of the U.S. government rescheduling the drug. He looks at the current difficulties for cannabis companies based in the U.S. and in Canada and says there would have to be “a lot of work” and guid...

Jeffrey Cleveland and Ben Ayers break down Friday’s CPI report, one of the few blockbuster economic data releases during the government shutdown. Jeffrey thinks the data is “really good news” as it shows inflation softening. Ben points out that tariffs are still not hitting prices like people feared, and maybe we won’t see an increase at all. They discuss what the Fed will take away from the repor...