Schwab Network

CFRA downgraded Tesla (TSLA) to sell with a $300 price target. CFRA's Garrett Nelson talks about the "red flags" he sees in the stock that he believes are sell-off warning signs. His firm points to Elon Musk's re-upped focus in the company as the driver for Tesla's recent rally that he says is "fully priced in," adding that valuations are far above CFRA's fair v...

Wedbush's Dan Ives says President Trump's executive order on nuclear energy is "just the start" of the industry's rebound, signaled by a price target increase that nearly doubles his prior. Marley Kayden talks about why there's so much bullish optimism building for the company. One risk she points to: its tech, and how there's nothing like it currently in existence. P...

Contention on interest rates cuts will be on the radar for Charles Schwab's Kathy Jones. She expects commentary from Fed governors to create volatility and shape investor expectations on cuts through 2025. Nathan Peterson adds that markets are "stretched" and anticipates a pullback. He points to Micron's (MU) earnings serving as a catalyst for the A.I. secular growth story. =====...

Kevin Green urges investors to watch any and all inflation and labor commentary throughout the week into Friday's PCE print. He expects data and comments from Fed speakers to drive market moves. With Costco (COST) reporting earnings, Kevin turns to technicals in the Consumer Staples Select Sector SPDR Fund (XLP) as it faces a breakdown following a bear cross. He later shows how silver is geari...

Wedbush continues to see tremendous upside for Apple (AAPL), citing iPhone sales and the new iPhone Air as catalysts. Pfizer's (PFE) acquisition of Metsera (MTSR) sent the obesity drug maker's stock soaring after the opening bell. Morgan Stanley upgraded several chipmakers while downgrading one. Diane King Hall takes investors through the biggest stories to start the trading week. ========...

Kevin Hincks believes "fatigue" has set in following the market's all-time high run. Even though Jerome Powell speaks on Tuesday, he urges investors to pay attention to any and all economic data between now and October's meeting. Kevin sees every piece of the economic puzzle facing scrutiny ahead of expected interest rate cuts between now and the end of 2025. ======== Schwab Netw...

CoinDesk's Andy Baehr returns to the NYSE set to talk about the launch of the Grayscale Coindesk Crypto 5 ETF (GDLC) and how it gives investors access to a "basket" of new and established cryptocurrencies. He expects Bitcoin to continue leading the charge in the industry but notes Solana and XRP as rising giants. ======== Schwab Network ======== Empowering every investor and trader,...

Tom White looks at a couple of different example trade ideas for Apple (AAPL). Investors and traders are reacting to the latest iPhone update as shares near a 2025-high. Tom's first example is a bullish call vertical using the Oct. 17 $245 and $260 strikes, something he calls an "aggressive trade." The second trade example is more neutral to bullish, selling a put vertical. Tom says...

Mish Schneider joins Morning Movers with her glimpse at the markets heading into year-end of 2025. She says investors need to approach the markets like crossing the street by making sure to "look both ways" and protect against selling pressures. Mish says the U.S. consumer needs to "stay in the game" and highlights relative performance in small-cap stocks. She's keeping oil...

CrowdStrike (CRWD) "has come a long way" since the July outage last year, says Steve Koenig. His firm has a neutral rating based on valuation with a $485 price target. He discusses the company's latest investor day initiatives surrounding A.I. as a key driver for the company. Steve says A.I. is a "gamechanger" but says it will take time for customers to adopt a lot of the n...

Rachel Dashiell looks at the chart for Oklo (OKLO) as shares of the nuclear energy company has gone vertical this month. She points to the "stair steps higher" in the most recent uptrend before shooting higher last week on the heels of a U.S. and U.K. nuclear energy deal. On a longer-term 1-year chart, Rachel points to a basing pattern around $59 before the stock took off. She also point...

Tech sector companies are eyeing the visa updates over the weekend, as the Trump admin. is looking to apply a $100K fee for H-1B Visa affecting skilled workers. Kevin Green and Diane King Hall break down the move and whether or not it will legally be upheld. Elsewhere, they look at the premarket pop in Fox Corp. (FOXA) as shares rise in connection to reports of the Murdoch family entering a U.S. T...

George Tsilis re-examines Apple (AAPL) following the company's latest product launch. Apple's iPhone 17 models hit the stores this weekend to long lines around the globe, but will it be enough to lift AAPL shares to new highs? George breaks down the forward earnings picture for Tim Cook's tech giant and explores the ways Apple's ecosystem continues to be a source of strength for it...

Maja Vujinovic and Benjamin Tsai build a bullish case for cryptocurrencies in the months and years ahead. Maja says the current momentum will drive institutions to accelerate regulatory adoption in governments and companies. Ben says that a lot of institutional investors remain on the sidelines and will only bolster crypto markets once they buy in. Another case both panelists make for a bullish pu...

Major indices popped to new all-time highs after the Fed announced a 25bps rate cut. Intel (INTC) touched new 52-week highs on news that Nvidia (NVDA) would invest $5B. CrowdStrike (CRWD) guidance and AI updates wowed investors. And, Darden Restaurants (DRI) fell after its latest earnings. Marley Kayden recaps the week that was on the latest edition of The Wrap. ======== Schwab Network ======== Em...

Nuclear energy stocks were among some of the top performing stocks on Friday, something that caught the eye of Marley Kayden. Meanwhile, Sam Vadas recounts the developments from President Trump and Xi Jinping's TikTok talks. Headed into next week, Marley is looking to the PCE data out on Friday and explains why it's the Fed's preferred inflation gauge. And, Sam's watching Micron (M...

Andrew Darcy sees no immediate end in sight for the current market rally, driven by a risk-on trade and a supportive Fed. He's bullish on the AI theme, especially in data centers and related stocks, and sees potential in the energy space, particularly in nuclear stocks. Darcy's top stock picks include Spotify (SPOT) and Trip.com (TCOM). In aerospace, he likes Howmet (HWM). ======== Schwab...

Fiverr (FVRR), a company primarily focused on freelance and gig work, announced that it was cutting jobs in a "refocusing effort." Shares have teeter-tottered throughout the last 52-week weeks, but moved higher Friday on the heels of an upgrade at BTIG. George Tsilis joins Market on Close to dissect the company's business model and dive into the analyst community's reaction to FV...

Bipul Sinha, CEO, chairman and cofounder of data security company Rubrik (RBRK), joins Market On Close to discuss the company’s latest earnings and cybersecurity as a whole. “Every business is looking to transform to an AI strategy,” he explains, but before that, companies have to integrate into the cloud. To get there, they need to consider the security of that data as they transform, boosting Ru...

The Fed is fighting the wrong battle, Paul Schatz argues, saying that even though inflation is warmer right now, it’s ultimately under control. In fact, he argues that the Fed is “always behind the curve,” discussing the rate cut path he sees ahead, and the one he thinks they should take. “The math says” that the SPX will be at 7,000 by 1Q of 2026, he forecasts. He likes small caps and financials,...

As iPhone 17 hits the shelves, Diane King Hall saw lines down the block filled with fans waiting to buy the latest model. William Kerwin says there's "a lot of excitement" around the new iPhone models including Air, but adds that the updates were "evolutionary" not "revolutionary." Ron Westfall says "perception is key" right now for Apple and cites recor...

“Investors have come to the conclusion – rightly or wrongly – that we’ve threaded the needle” on the economy, Bill Fitzpatrick argues, “and that help is on the way.” He cautions that significant risks remain, though, particularly with regards to inflation. He warns against a major consumer spending pullback that would weigh on the economy and thinks investors should focus on prudence. ======== Sch...

Dave Wright, CEO of Pattern Group (PTRN), discusses the company’s IPO and its business. Pattern is an “e-commerce accelerator” that helps brands sell on third-party venues like Amazon (AMZN), Walmart (WMT) and more. “We were getting AI patents before it was interesting,” he says. He discusses Pattern’s role as a middleman with major companies – with much of their business going through Amazon, he...

Andrew Brenner discusses President Trump’s maneuvering to pick the new Fed Chair after Powell’s turn is done. He speculates that the calculus could change if Trump is successful at kicking Lisa Cook off the board, giving him more seats to fill. He also talks about who he thinks will be the next Chair. Andrew gives his economic outlook and what factors he’s watching to position himself for what’s a...

David Schulhof highlights his firm’s music-based ETF (MUSQ) and discusses the state of the live music industry. He looks at the FTC lawsuit against Ticketmaster and LiveNation (LYV) and the possibility that penalties could cripple the companies. Meanwhile, the government is actively trying to break up Ticketmaster as well. He discusses the major problem of affordability and bots buying and reselli...