Schwab Network

"There's so much we can learn from these companies that lasted one-hundred years or more," says Eric Becker, author of The Long Game. He talks about how companies and their leaders undergo "moments of truth" which can ultimately launch them toward pivotal success. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

Reports that the U.S. Army flagging Palantir's (PLTR) "very high-risk" battlefield system are weighing on shares. Marley Kayden notes the steep selling action on Friday but adds that bullish sentiment remains intact. She adds that Palantir's flagged tech is not currently being deployed by the U.S. Army. ======== Schwab Network ======== Empowering every investor and trader, every...

Best Buy (BBY) has seen staggering price action over recent months, but Likefolio's Megan Brantley sees consumer interest improving as the company heads into the peak holiday season. While she notes Best Buy facing headwinds over slowing orders with bigger price tags, Megan sees new tech from Apple (AAPL) and other Big Tech firms offering a catalyst. ======== Schwab Network ======== Empowering...

Karl Brauer and Henry Greene assess the EV sector. They discuss how the political picture has turned against EVs and look at the rate of recent adoption. “It’s going to be very difficult for carmakers” of any stripe to “continue sales at the same rate” with the expiration of U.S. EV tax incentives, Henry says. He’s looking abroad to materials makers and international EV adoption – but still likes...

Futurum's Shay Boloor says the first wave of A.I. in chips and other hardware has been priced in. He says investors need to look at what's ahead and turn to rising A.I. names he sees leading innovation ahead. Shay considers Broadcom (AVGO) "the most hidden $2 trillion company," considering its market share one that can compete with Nvidia (NVDA). He labels ASML Holding (ASML) a &...

Aquiles Larrea anticipates a market pullback to be a "healthy" one that won't impact the bull run. He sees quantum computing running alongside that bullish trend, labeling IONQ Inc. (IONQ) as a lead beneficiary. Aquiles points to Nuscale Power (SMR) as a value play in the nuclear power space and Morgan Stanley (MS) as a big bank poised for "significant growth." Rick Ducat s...

Once tariff impacts start pushing prices higher, we will see a market pullback in the short term, argues Patrick Mueller. Long term, though, he’s bullish. He discusses trends to watch in credit card debt, noting that people are beginning to finance even small or necessary purchases. He thinks that foreclosures will begin escalating and “there’s a bubble that’s going to burst that no one is really...

Steven Dickens doesn't understand why Amazon (AMZN) has been an underperformer in the Mag 7. He points to the company's ecommerce enterprise as unmatched, anticipating further acceleration heading into the holiday shopping season. It also has strong growth potential in A.I., says Steven, expecting Amazon's AWS cloud to drive much of the company's future growth. Tom White turns to t...

An upgrade from Reburn and Bitcoin's move toward records highs gave Coinbase (COIN) strong momentum to the upside on Friday. As Marley Kayden notes, the crypto rallies also lifted other stocks tied to Bitcoin. Dan Deming offers an example options trade for Coinbase. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslette...

Collin Martin from @CharlesSchwab says ADP employment is not enough to understand what's actually happening in the labor market. The lack of Friday's non-farm payrolls print adds to what he considers a foggy road ahead for a data-dependent Fed. Collin expects to see one more interest rate cut from the FOMC but says projections after that are up in the air. He tells investors to listen to F...

Emerging markets are having a moment, and Kevin T. Carter discusses the changing dynamics catalyzed by the Deepseek AI announcement. He thinks China tech stocks are still undervalued and have more bullish potential ahead. Kevin turns to India, calling it a “perfect emerging market:” scale, growth, demographics and “incredible human capital” and its digital infrastructure have made its long term pr...

The delay of non-farm payrolls means that ISM services took higher priority on Friday. The numbers weren't promising. Kevin Green highlights contractions in the report and how they serve as early indicators to stagflation pressure. Additionally, it makes the Fed's job harder when it comes to interest rates as the economic picture gets foggier. He also looks into the international landscape...

Alibaba (BABA) has more than doubled its stock price so far in 2025, getting more bullish optimism Friday with an upgrade from Erste. Diane King Hall talks about Alibaba's big run higher and how the Street is shaping their opinion on China tech. Meanwhile, bears claw into PayPal (PYPL) with Wolfe seeing concerns in the company's branded growth. Diane later turns to signs of turbulance in B...

“We’re climbing the wall of worry,” Joe Tigay argues as equities continue to reach new records. He compares today’s AI enthusiasm to the dynamics of the dot-com bubble. No one knows what will happen next quarter, but over time, he expects the markets to go higher. He examines volatility and how traders can use it to hedge equity positions. Joe likes cloud stocks and talks the possibility of new IP...

Redburn believes Coinbase (COIN) will outperform as the analyst steps off the sidelines and into the buy camp. Jenny Horne analyzes the notes and talks about the boost in institutional trading it expects to drive the stock higher. Applied Materials (AMAT) moved to the downside as new export restrictions can cut $710 million from revenue. ======== Schwab Network ======== Empowering every investor a...

Taylor Huffman gauges market reaction to the latest government shutdown saying there's been a "ho-hum reaction" and more noise about an event that's been known about for some time. As this current shutdown reaches its 3rd day, Taylor weighs in on the impact of a lengthy stall in economic data like non-farm payrolls which the Federal Reserve uses in its decision-making. She says t...

A "very sharp rally" as shares of Alibaba (BABA) have been "straight up" since the summer, says Rick Ducat. He swings by Morning Movers to examine the technical conditions for China's e-commerce giant. Shares of BABA are near 4-year highs as the stock receives an upgrade from Erste Group to Buy from Hold. Later, Tom White examines an example options strategy using a short p...

The S&P 500 (SPX) notched a new high Thursday, but with some caveats. Kevin Green notes that while the chart still looks bullish, some warning signs are flashing, including weak market breadth and declining volume. He's keeping an eye on communication services and financials, which are showing signs of stalling, and points to AI and power as two themes that are still going strong. KG also...

As investors and traders weigh the recent iPhone 17 release, shares of Apple (AAPL) have touched their highest point in 2025. Carolina Milanesi discusses the significance of this latest launch as Apple continues to build out its mobile hardware and device ecosystem. She says hardware is still driving the biggest refresh cycles, despite "all the talk about AI." She things this iPhone 17 i...

Ben Watson stops by the Chicago studio's touchscreen to take a look at the technical setup for Coinbase (COIN). On the short-term 5-day chart, he points to current volume trading levels forming a base underneath recent highs above $370. On the 1 year chart, Ben highlights the downward trend in the 50-day moving average that could weigh on shares. Ben notes $425 upward resistance with support z...

The continuing government shutdown can't keep markets down. The SPX and NDX hit new record highs as stocks continued to inch higher. Intel (INTC) and AMD Inc. (AMD) rallied on a report the latter was in early talks to become a new foundry customer for Intel. A.I. stocks moved in part over OpenAI's announcement that it reached a $500 billion valuation, making it the most valued private comp...

When it comes to their top stories, Sam Vadas and Marley Kayden have in mind, they look ahead to the high probability that markets won't get Friday's important jobs report and discuss what it means for price action. As for today's session, Marley talks about the possibility of an Intel (INTC) and AMD Inc. (AMD) relationship while Sam turns to Tesla (TSLA) and Alibaba's (BABA) perfo...

Russell Rhoads looks at trends in the options market during the government shutdown. “We continue to see more block call buying than anything else out of institutions,” he says, despite the market being at record highs. He thinks that education and better tools are helping options grow because it allows retail investors to participate. Russell also highlights some unusual options trades he’s seein...

SkyWater Technologies (SKYT) has a compelling thesis when it comes to semiconductor fabrication, according to George Tsilis. He explains how Intel's (INTC) recent developments and a strengthening A.I. trade offer potential for small cap tech companies like SkyWater. George says it all comes down to company fundamentals as it races to turn a profit. ======== Schwab Network ======== Empowering e...

Rivian (RIVN) was on a drive to the upside until hitting the brakes and sliding down Thursday. Rick Ducat shows how technicals behind the EV stock played into the sharp sell-off. He later highlights the mixed options picture as bears and bulls clash on future price action. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...