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As the Senate readies to vote on the Clarity Act, Evernorth CEO Asheesh Birla discusses what the "monumental" day means for crypto's forward momentum. Once the bill passes, he sees institutional investments in Bitcoin and other cryptocurrencies accelerating rapidly. If it doesn't, Asheesh worries the U.S. will fall behind as other countries building policies on crypto adoption. H...

South Korean tech still has lots of bullish catalysts ahead, according to Molly Pieroni. She points to Samsung as a company sitting at the epicenter of AI memory's explosive surge in demand, while having a strong foundry business and low valuation compared to U.S. peers. Molly turns to a much different company in Berkshire Hathaway (BRK/B) as another low-valuation company with significant shar...

The competitive landscape for Amazon (AMZN) is getting tougher in the AI field, says Andy Swan of LikeFolio. His firm data shows a strong uptick in Microsoft (MSFT) Azure while Amazon AWS and Alphabet (GOOGL) Google Cloud lag. However, as Andy explains, "a flat line for consumer demand does not mean a flat line for revenue." He discusses how Amazon can pick up the slack through existing...

Kyle Reidhead makes the case that SpaceX (SPCX) is more about AI than it is about rockets and space travel. He adds that the company's 10-gigawatt goal is reasonable. Laura Rippy dives more into Kyle's points by explaining the "critical" intersection she sees SpaceX serving in AI's role in the final frontier. She points to other startups in the space industry she believes inv...

Alex Fink, U.S. CEO and president of Swarmer (SWMR), discusses the company's new $224 million acquisition of Ratel Robotics. He says it will help the autonomous drone developer in ground vehicle operations. Alex adds that this tech will save lives by removing humans from combat as the war between Russia and Ukraine lingers on. ======== Schwab Network ======== Empowering every investor and trad...

The Fed balancing several inflation woes and a full job market sets up an interesting dynamic for the Fed's interest rate decision Wednesday, says Jessica Inskip. She explains how the market trajectory plays into Tuesday's Big 3. Jessica names Circle (CRCL) as a beneficiary from tentative passage of the Clarity Act, Bank of New York Mellon (BNY) as a growth story in tokenization, and Apple...

Edison Byzyka suggests current yields are appropriate given recent economic growth and earnings, but warns a 5% yield could trigger an equity correction while presenting a significant buying opportunity in bonds, particularly 20-year Treasuries. He anticipates sustained inflation from elevated energy prices and infrastructure build-out, and dismisses recent AI market noise, requiring more fundamen...

Phil Kafarakis delves into Chipotle's (CMG) operational efficiencies and menu innovations to counter macroeconomic headwinds and food safety concerns, with international expansion as the real story. Tom White offers a tactical options strategy using a stock replacement method with deep in-the-money calls for those anticipating an upside move in the next 45 days. ======== Schwab Network =======...

Crude oil over $100 and the 10-year Treasury yield above 5% are two pain points for the stock market, says Charles Schwab's Joe Mazzola. Both metrics don't just change market dynamics, but also serves as headwinds for future earnings should these overhangs persist. Joe points to AI's violent rotation as another dynamic to watch. Michelle Gibley turns to the global stage and discusses h...

James Demmert says economies across the world are seeing interest rate hikes, not just the U.S. He believes the Fed remains firm on pulling inflation down to 2%, something he doesn't expect incoming inflation data to change. Despite inflation challenges, James makes the case for a fourth-quarter rally, bolstered by AI growth, to close out 2026. James sets a year-end target of 8,100 for the S&a...

"The gold trade could actually be a favorable one," says Kevin Green, who believes bulls can regain if the Fed hikes interest rates in Wednesday's meeting. While unusual, KG also can't take a "game time decision" off the table for the Fed due to Wednesday's retail sales print hitting the wire before its decision. It all comes amid a shaky macro picture with crude oi...

Jordan Rizzuto, CIO of GammaRoad Capital Partners, weighs in on the Fed's impending rate hike and persistent inflation, then shifts to Japan's monetary policy and the potential unwind of the yen carry trade. He highlights the appeal of hard assets like metals and mining for real returns, and offers a cynical perspective on OpenAI's delayed IPO and its implications for the broader AI ma...

More and more, Eli Lilly (LLY) is being seen as the winner in the GLP-1 race over Novo (NVO), with Berenberg backing that thesis in its upgrade on the stock. Diane King Hall explains what the analyst sees in the forward momentum to join the bull camp. She then turns to Oppenheimer's upgrade on Etsy Inc. (ETSY) and the post-earnings plunge in Dave & Buster's (PLAY). ======== Schwab Netw...

Essex Investment Management Co-CEO Nancy Prial projects an S&P 500 (SPX) valuation of $8,000 in the coming year, pointing to healthcare and defense spending as key catalysts for growth. She also highlights Willdan Group (WLDN), Hinge Health (HNGE), and CECO Environmental (CECO) as attractive investment opportunities. ======== Schwab Network ======== Empowering every investor and trader, every...

Wall Street is bracing for a more than 90% chance the Fed will raise interest rates Wednesday. Kevin Hincks discusses how he sees the market moving should the FOMC raise rates for September and gauges whether it will start a rate hiking cycle. As for the AI trade, Nvidia (NVDA) CEO Jensen Huang makes a pledge to President Trump that he won't allow an AI slowdown. Kevin also offers his insights...

Berenberg upgraded Eli Lilly (LLY) to buy from hold and boosted its price target to $1,400 from $1,220 as the healthcare giant extends its lead over Novo (NVO). Rick Ducat stacks the stock against its peers and shows how bulls can regain momentum in the stock following a slowdown in recent sessions. He turns to an example options trade for Eli Lilly. ======== Schwab Network ======== Empowering eve...

As the Fed begins its interest rate meeting, Brian Jacobsen believes we will get a rate hike even though he thinks the FOMC should hold. He adds that a hike will be more about "symbolism" instead of "substance" to show U.S. investors the Fed remains independent. Brian explains why he sees a hike adding more headwinds for U.S. consumers. In equities, he expects a greater market...

Ulta Beauty (ULTA) has some blemishes it needs to cover up in its stock chart, according to Ben Watson of Charles Schwab. He points to ugly points in the stock's trading action and highlights areas to watch now that earnings have passed. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com...

Chris Sain, Jr. poses important questions to younger investors struggling to find their next steps in investing. He walks through his risk management experience and gauges ways investors can use riskier assets like AI stocks to accumulate while balancing those investments with defensive plays. "Always know what you're investing in," says Chris, urging everyone not to blindly follow s...

The market is still in the middle of a churn, says Kevin Green, who calls out the lasting volatility as crude oil prices swing and 10-year-Treaury yields linger around 5%. He discusses how the "rotational market" impacts investors and hidden strengths he sees in the dicey trading environment, including the communications sector. Stay mindful of the geopolitical risk, says KG, who highlig...

Comments from Anthropic and OpenAI executives sent stocks across the AI space tumbling on Monday's trading session. Cybersecurity was the antithesis of the trade as companies like CrowdStrike (CRWD), Palo Alto Networks (PANW), Okta Inc. (OKTA) and others rallied. Bank of America (BAC) shares sunk to a two-month low after the CEO projected flat quarterly revenue growth. Marley Kayden takes inve...

Oracle (ORCL) is a buy at current levels, says Jacob Shonenshine of Barron's. He believes the company is poised to become a higher quality, high growth stock as it builds out its AI infrastructure. Jacob points to the stock's forward P/E ratio of 16-times as another signal of quality. As to why Oracle isn't being bought by investors, Jacob points to other issues keeping shares in a tro...

For her Final Takeaways, Sam Vadas discusses the outperformance in ADRs focused on Chinese tech as U.S. AI stocks lose momentum over safety concerns. Marley Kayden sticks with international headlines and discusses a new agreement between Russia and Ukraine to pause energy strikes. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

Matt Barry explains how small-cap stocks demonstrated surprising strength in 2026 driven by robust fundamentals, offering diversification beyond mega-cap tech. He highlights opportunities in industrials, the advantage for active managers in this under-analyzed segment, and advises investors to consider a market-cap weight allocation to small caps for a diversified portfolio. ======== Schwab Networ...

Chris McMahon says the selling action in tech during Monday's session was "reasonable" following a strong run higher in a lot of names across the space. That said, he sees rallies ahead for Mag 7 names. In Apple (AAPL), Chris believes the company's suite of new tech products led by iPhone Duo adds muscle to the Big Tech giant's growth trajectory. He names Microsoft (MSFT) and...