Schwab Network

LikeFolio leans bullish on Coinbase (COIN) with the firm's data showing strong retail interest in the company. Landon Swan doesn't expect that sentiment to shift, as long as retail trading and cryptocurrency prices continue to accelerate. He talks about the potential for Coinbase shares to pick up steam after Thursday's earnings. ======== Schwab Network ======== Empowering every invest...

Tony Zipparo and Scott Kessler give their key takeaways from 3Q Alphabet (GOOGL) earnings. Tony warns of pullback potential, breaking down the numbers and looking at their ad business. Scott looks at their antitrust cases and other legal matters Alphabet is embroiled in, which he considers a continuing risk. ======== Schwab Network ======== Empowering every investor and trader, every market day. S...

John McCluskey, CEO of Alamos Gold (AGI), joins Trading 360 to discuss their latest earnings and the state of the gold trade. “We had a pretty shaky quarter,” he says, after losing a week of production towards the end, causing them to miss their guidance. However, they had “record cash flow, record earnings, and we still beat on costs.” Their gold production increased 3% vs 2Q. John also discusses...

Dan Deming highlights two stocks he says don't "get the attention they deserve" and a third seeing strong momentum ahead of its earnings. He highlights key trends and example options trades for Corning (GLW), Cummins Inc. (CMI), and Palo Alto Networks (PANW). Rick Ducat offers a closer look into all three names through technical analysis of the charts. ======== Schwab Network =======...

Todd Sohn sees opportunities to diversify into healthcare, small caps and international equities. “Japan is in a great bull market,” he adds. He charts Thematic ETF flows over the past decade and offers tips on diversifying through ETFs. He highlights the S&P 500 Equal Weight Index (SPXEW) and how investors can use its signals to gauge the market. He also likes the CAOS ETF. ======== Schwab Ne...

Angelo Zino expects a "fairly upbeat" earnings from Apple (AAPL) after Thursday's close. The two aspects of the report he believes are critical for a rally: showing robust iPhone 17 sales and strong momentum in its services sector. Regardless of the earnings, Angelo remains "very positive" on the stock heading into next year. Tom White turns to the options front for the iPh...

Meta Platforms (META) sold off more than 10% after earnings with investors and analysts alike sharing concerns for the company's increased CapEx spending. Marley Kayden takes traders through the list of price target cuts from analysts to highlight the heart of their concerns. Joe Tigay says he's "cautiously pessimistic" on Meta as he offers an example options trade for the Mag 7...

Charles Schwab's Liz Ann Sonders wasn't surprised by Wednesday's hawkish rate cut from the Fed. She says markets got overextended on hopes of a dovish FOMC, pointing to the pullback in sentiment as one that was needed. On the meeting between President Trump and China's president Xi Jinping, Liz Ann doesn't see substantial traction to "lower the temperature" of trade t...

Powell says he’s remaining data dependent, but he doesn’t have the data, says Eric Diton. “He’s not comfortable” with the market pricing in further rate cuts right now, he argues. “My guess is that we’re going to see continued weakness in the labor market…that’s just the new normal.” He notes huge AI capex may be leaving lower income consumers struggling. ======== Schwab Network ======== Empowerin...

China is reopening rare earth exports in what Kevin Green calls a "mixed" meeting between President Trump and Chinese President Xi Jinping. He urges investors to keep an eye on rare earth stocks like MP Materials (MP), USA Rare Earth (USAR), and Critical Metals Corp. (CRML) as volatility hits the space yet again. Kevin later points to energy futures as geopolitical moves impact prices at...

President Trump and Chinese President Xi Jinping agreed to a one-year deal regarding rare earth metals, along with other terms regarding A.I. chips. Kevin Hincks goes over the terms which includes an allowance of chip sales to China, with a notable exception of Nvidia's (NVDA) Blackwell. Kevin attributes the premarket downside action to what he calls an "overreaction" to Fed Chair Je...

A gain in same-store sales wasn't enough to reel investors back into Starbucks (SBUX). Diane King Hall says a lack of outlook had many investors scratching their heads. Eli Lilly (LLY) rallied after showing strength in its Mounjaro and Zepbound weight-loss drugs. Estée Lauder (EL) posted a profit that Diane King Hall calls a "sigh of relief" for investors. ======== Schwab Network ===...

Michael Green charts market breadth and says one of the key moves this week is that the Mag 7 is propping up the market while most other stocks in the index are falling. He discusses big tech valuation and if Nvidia (NVDA) and others can keep moving higher. He notes that “very little money is driving this move,” but says that as long as the flows continue, it can still climb. Michael also reacts t...

“A bubble ends when the liquidity dries up,” it doesn’t end due to valuation, Jim Thorne argues. He thinks that companies are motivated to spend on capex, and the U.S. is motivated to spend on power to beat China. He thinks that AI is the “place to be,” saying investors should overweight their portfolios in that sector for now. His stock picks include Nvidia (NVDA), Seagate (STX), Micron (MU), Cam...

Danielle DiMartino Booth (@DanielleDiMartinoBoothQI) says the Fed's latest rate cut didn't come as a surprise, but added that Jerome Powell's commentary about taking "December off the table" did. She notes the increase in dissent opinions on the rate adjustments, with voices on both sides of the inflation date. Danielle discusses the Fed's dual mandate, especially the lab...

Rick Ducat looks at the chart of Apple (AAPL) as investors await the iPhone makers next earnings report. He shows that Apple is underperforming the rest of the combined Mag 7 group this year, but highlights the recent upward channel leading to new all-time highs this week. Later, Tom White illustrates an example options strategy for Apple using an iron condor. He explains why the trade "needs...

CFRA's Arun Sundaram has a strong buy on Amazon (AMZN) with a $296 price target ahead of the company's upcoming earnings release. He breaks down Amazon's e-commerce and cloud business segments, saying the overall operating margin could get up to 20% with growth in AWS leading the charge. Arun does admit the bar has been set high, especially following Microsoft (MSFT) and Alphabet (GOOG...

Ben Watson brews together a few different looks at the Starbucks (SBUX) chart after the coffee-maker's latest earning report. Ben shows the slide after its release, breaking below a previous support range of $82.50. On the 1-year timeframe, Ben shows the overall downtrend shares have been on since falling from its March highs. He shows the break below the 50-day moving average and RSI momentum...

Stocks are poised for a choppy session as investors weigh mixed signals on trade and interest rates. Kevin Green breaks down the overnight reaction to overseas meetings, the Fed and Mag 7 earnings. The U.S. and China reached a partial trade truce following Pres. Trump and Pres. Xi's meeting, with both sides making concessions, but no major breakthroughs announced. Meanwhile, the latest FOMC me...

Even after the Fed lowered interest rates and Fed Chair Jerome Powell gave hawkish commentary regarding the path of future cuts, investors still braced for three Mag 7 earnings after the closing bell. Marley Kayden takes investors through the postmarket moves in Alphabet (GOOGL), Microsoft (MSFT) and Meta Platforms (META) and what they mean for the future of A.I. spending. ======== Schwab Network...

There's a lot to take away from the back half of today's trading session. Marley Kayden and Sam Vadas take a closer look into the Fed's decision to cut interest rates by 25bps, along with earnings from Microsoft (MSFT), Meta Platforms (META), and Alphabet (GOOGL). They later turn to more Mag 7 earnings Thursday in Amazon (AMZN) and Apple (AAPL). ======== Schwab Network ======== Empower...

Three of the Mag 7 reported earnings after the close as Alphabet (GOOGL), Microsoft (MSFT) and Meta Platforms (META) all posted a clearer picture on how A.I. is affecting their financials. Starbucks (SBUX) and Chipotle (CMG) also served their reports to investors. Our Schwab Network team breaks down the gargantuan earnings slate following Wednesday's busy session. ======== Schwab Network =====...

In a pre-recorded taping ahead of the FOMC rate cut, Jenny Horne and Nate Peterson break down this week's activity in the crypto space. First, they look at news out of Canada as the North American nation looks to make a splash in the stablecoin space. Next, Coinbase (COIN) and Citigroup (C) announced a partnership on digital assets and payments. Lastly, Nate breaks down the technical condition...

The Fed cut rates 25 basis points, but Powell's commentary sows market uncertainty. Jeanette Garretty breaks down the Fed's decision and the surprising press conference that followed, where Chairman Powell's comments on the dual mandate, inflation, and the labor market picture in the absence of government data, added to market uncertainty. ======== Schwab Network ======== Empowering ev...

Chipotle (CMG) traded near 52-week lows ahead of its earnings report after Wednesday's closing bell. George Tsilis notes the operational efforts the fast casual company is making to ensure it can serve profits for investors, though it won't come without headwinds. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslet...