Schwab Network

The U.S. government is "on track" to reopen before Thanksgiving, says Kevin Hincks from the Cboe Global Markets. He believes the groundwork laid by the Senate will give lawmakers in the House a much-needed push. As for the housing market, Kevin points to a strong uptick in mortgage application purchases but a downtick in refinancing. ======== Schwab Network ======== Empowering every inve...

Kevin Green kicks off Morning Movers with a look at market activity as optimism mounts that the government shutdown bill could pass the House of Representatives later tonight. KG points to the health care and energy sectors as ones to watch. On the stock front, he looks at the move in AMD Inc. (AMD) following the company's analyst day. KG discusses the chipmaker's updated data center guida...

Cisco (CSCO) earnings report after Wednesday's close. Rick Ducat calls up the chart and compares its performance to industry-peers in Arista Networks (ANET) and Palo Alto Networks (PANW). He indicates several areas of resistance and support as shares are rising in a recent uptrend over the past month. Rick highlights the RSI momentum study remaining in bullish territory despite a small pullbac...

Dina Ting and Diane King Hall discuss global trading patterns as countries adjust to new tariff rates. She points to potential growth in South Korea, the United Kingdom and Japan. Dina provides insights into the regulatory environment in Europe, particularly its capex spending on defense capabilities and A.I. growth. For the semiconductor trade, she looks at Japan's public/private model to bec...

IBM Corp. (IBM) shares have completed another "smaller cup and handle pattern" according to Rachel Dashiell. She examines "Big Blue's" chart and provides technical thoughts on the stock's recent run higher. On a 1-year chart, she points to the structural uptrend and says its post-earnings rally pushed it above a longer-term resistance point near $295-$300. ======== Schw...

Nathaniel Bradley joins Morning Movers to break down Circle (CRCL) earnings. He discusses the company's progress in USDC adoption and points to the institutional adoption of its stablecoin technology. Nathaniel says the token economy "unlocked by the GENIUS Act" could act as a growth catalyst, saying the company is "in the right place at the right time." He discusses the ef...

Rachel Dashiell with Charles Schwab says the SPX holding its 50-day SMA offers a bullish signal for investors. She offers her technical analysis through the 6-month chart. On her stock picks, Rachel shows how "no trend can run forever" through Oklo Inc.'s (OKLO) explosive price action and how Expedia (EXPE) exhibited bullish traction before its recent rally. ======== Schwab Network =...

Rigetti Computing (RGTI) narrowed losses in its latest earnings, though Cory Johnson sees its $1.95 million in quarterly revenue as "ridiculously small." He compares the quantum company to a "science project selling to other science projects" and needs more time to develop. Ron Westfall adds to Cory's point by saying "patience may be warranted." However, he sees l...

While tech headlines flooded the market on Tuesday's session, Marley Kayden and Sam Vadas highlight other sectors getting attention that investors should note. They talk about the pressure airlines are expected to continue seeing even after the government shutdown ends, along with the unsung strength seen in the healthcare sector. ======== Schwab Network ======== Empowering every investor and...

The Einstein of Wall Street, Peter Tuchman, talks about everything he sees as pivotal to markets ahead. He points to the waterfall of economic data investors will get once the government reopens as critical to outlook, particularly in the eyes of the FOMC and interest rate cuts. Peter also urges investors "tune out the noise" and pay attention to metrics. He explains why investors overre...

XPeng Inc. (XPEV) joined other EV peers like Rivian (RIVN) in recent rallies by racing to a 3-year high. However, as George Tsilis explains, the company's leap into robotics is what's drawing investor attention. George talks about how the company is accelerating its positioning to compete with a tech giant like Tesla (TSLA). ======== Schwab Network ======== Empowering every investor and tr...

Rob Haugen celebrates the RVER ETF’s upcoming two-year anniversary and passing $100 million in assets in the fund. Its top holdings include Amazon (AMZN), Eli Lilly (LLY), and Novo Nordisk (NVO). He explains how the ETF aims to be an “all-weather” holding for investors and the thesis behind its construction, as well as their risk management strategies. He believes that valuations in certain AI mar...

Oklo Inc. (OKLO) has become a giant in the nuclear power space without showing revenue since going public. Ahead of the company's after-hours report on Tuesday, Rick Ducat turns to the stock's explosive price action after rallying close to 400% so far this year. Shares still remain 45% under a record high. Options traders are bracing for wild swings in the stock with an uptick in activity...

Marta Norton says there “isn’t a lot of room for good news to move to the upside” with the market around highs, but there’s a lot of room for bad or middling news to drag the market lower. She looks at current market volatility and argues that while valuations are stretched, they’re not in a bubble yet. She discusses how to watch for “bottlenecks” in the AI sector and the market overall. ========...

Mark Travis is looking for “founder-led” businesses with strong financials. He covers the state of the AI trade and how much investors should think about putting into the sector depending on where they are on their journey towards retirement. Anticipating rates to drop, he thinks it might be time to lock in bond purchases before the Fed moves. He likes Garmin (GRMN), Levi (LEVI), Jefferies (JEF),...

Brandon Pizzurro sees earnings momentum sending markets higher through the end of the year. “We’re looking at the third year in a row of the S&P up double digits,” he adds. He explains what will happen to missing economic data once the government reopens and how it could affect the Fed’s rate decisions, likening it to flying in a fog. Brandon also points to some investment areas to watch, incl...

Mike Silvestrini, co-founder of Energea, joins to discuss the launch of a private wealth channel for energy infrastructure investments. He thinks solar energy is “here to stay,” and “fast to deploy.” He looks at the pace that the world is adding solar energy and the financial opportunities that come along with that. Energea is buying up clean power projects, doubling down on a $500 million solar i...

Likefolio’s Andy Swan thinks ONON “stock has been thrown out with the bathwater” even as its traffic beats competitors. “The consumer loyalty, consumer demand for this product is so high,” and he sees an opportunity in this mismatch. “This is a stock worth looking at a 35% discount.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

George Tsilis turns to BigBear.ai (BBAI) once again after the company's stock surged on earnings. An acquisition of Ask Sage added to bullish optimism. George compares the company to an A.I. analytics peer in Palantir (PLTR) and makes the case that it has room to grow through small and mid-sized partnerships, though it has more work to do in shaping up its balance sheet. ======== Schwab Networ...

In the first hours of Tuesday's trading session, CoreWeave (CRWV) sold off as much as 15%. David Nicholson still considers the company a "proxy" for the A.I. trade. He likes CoreWeave's strong potential, though admits it faces risk if hyperscalers pull out of their contracts. Mike Maloney also says he's "bullish on the long-term" and makes the case that taking on de...

Paul Schatz “would be surprised” if the markets take out the lows from Friday, arguing that the pullback today is a retrenchment after yesterday’s run up. He thinks investors should take some gains headed into the end of the year during “rippy up days” and rebalance their portfolios. He argues that it’s hard for the market to fall in 4Q based on historical trends and says that even if conditions f...

David Trainer of New Constructs discusses their partnership with Google Cloud to launch Finsights, a “perfectly curated” AI agent based on “super clean data” combined with Google’s Gemini. He explains how they’ve built the AI tool for investors and how it can be used both on the institutional side and retail side. “Success is going to be getting this into as many investor hands as possible.” =====...

Jessica Inskip focuses on Big Tech for today's Big 3. She explains how Alphabet's (GOOGL) TPU growth and Google search play into a long-term bull thesis, Apple's (AAPL) ever-changing ecosystem and product diversification, and TSMC's (TSM) cash war chest and role in the center of the A.I. trade. Rick Ducat turns to key levels in the stock charts. ======== Schwab Network ======== Emp...

Circle (CRCL) reports earnings before Wednesday's opening bell. Vladislav Ginzburg sees the upside potential for the blockchain-tied stock but relies heavily on how the company sets up its outlook. Vladislav makes the argument that rate cuts will be bearish for the company, though an increase in general crypto adoption can push the stock to serve as a global competitor against Tether. Tom Whit...

Charles Schwab's Nathan Peterson believes the U.S. government reopening will offer a new base of support for markets, though he warns investors to watch for a forming rotation. As companies like Nvidia (NVDA) and CoreWeave (CRWV) sell off, he explains the move out of tech may be used to support market breadth in the broader indices. ======== Schwab Network ======== Empowering every investor an...