Schwab Network

Darren Wang, Found and CEO of the crypto company OwlTing, discusses their direct listing today. OwlTing is a stablecoin payments firm. Darren talks about building a global blockchain infrastructure and the uses he foresees for the technology. As far as going public via direct listing, he says their balance sheet and revenue traction allow them to go public without dilution. ======== Schwab Network...

Markets continue to move higher even as the government stays shut down, and tech has proven to be the leader when it comes to momentum. Dan Deming highlights Arista Networks (ANET), Supermicro (SMCI), and Oracle (ORCL) as three stocks he believes investors should watch in tech's re-energized rally. Rick Ducat offers a glimpse into key techncials he believes trader need to watch in the charts....

Thomas Martin thinks traders are starting to look for protection as fears of an AI bubble grow; however, the market is still being driven by AI. The rest of the economy is looking “not super,” he adds, but still have a “solid underpinning.” He anticipates more rate cuts from the Fed this year but thinks the odds of a 50-point cut are low. Thomas also talks about the 3Q earnings season and if we sh...

American Express (AXP) aims to cash in on an earnings beat before Friday's opening bell. Stephen Biggar says the company's reward program backed by strong consumer sentiment give the credit card company an advantage for its quarterly report. He also explains what makes American Express stand out compared to peers like Mastercard (MA) and Visa (V). Tom offers example options trades in Ameri...

Marley Kayden offers a close look at TSMC's (TSM) report, which posted a strong earnings and revenue beat. He shows where the money was made and how it offers a roadmap for TSMC and all the names it's connected to for the months ahead. Joe Tigay turns to an example options trade for the global chipmaking giant. ======== Schwab Network ======== Empowering every investor and trader, every ma...

TSMC's (TSM) latest earnings is "raising the bar" for A.I. across the board, says Charles Schwab's Joe Mazzola. He says it's a sign that the chip trade remains intact while adding pressure to A.I.-adjacent names. Joe also talks about market optimism from retail investors seen in a boost of options call-side activity. However, he says market performance hinges on the SPX holdi...

The latest housing market index showed an uptrend after slipping in prior months, something Kevin Green associates with a potential bottom in the housing market. However, there's greater uncertainty in the U.S. economy, signaled by gold's record run that showed no sign of slowing. Kevin later turns to crude oil's continuous price slide that is leaking to year-lows. ======== Schwab Netw...

Presidents Trump and Xi are expected to meet soon. Brian McCarthy covers the latest in trade tensions and tit-for-tat moves ahead of a sit-down. “Something’s going to have to give a lot, in a public way,” he argues – one of the two will have to “lose a lot of face” before an agreement is reached. He also discusses how the U.S. can get around China’s rare earth mineral restrictions within the next...

Rami Rahim, EVP, President & GM of HPE Networking, joins Opening Bell to discuss integrating Juniper Networks, their pivot to AI, and more. “[The acquisition] is a new bold direction for the company,” he says, and that might make their guidance conservative for a while. However, he says he strongly believes in the company’s direction post-integration. Rami also discusses how they have benefitt...

J.B. Hunt (JBHT) rallied strong after tightening cost control in what investors saw as a strong earnings report. United Airlines (UAL) posted a revenue miss, though investors and analysts believe the stock can soar long-term. Las Vegas Sands (LVS) got an upgrade from JPMorgan as the firm sees Singapore as a catalyst in the company's cards. Diane King Hall talks about the morning's biggest...

Todd Stankiewicz highlights regional banks as big bank earnings beat Street expectations. He likes regionals with limited exposure to commercial loans and a strong track record. He also sees opportunities in energy, especially nuclear. He pitches the Free Markets ETF (FMKT), its top holdings, and why traders might be interested in it. ======== Schwab Network ======== Empowering every investor and...

The government shutdown kept PPI and jobless claims off the table Thursday morning, though Kevin Hincks suggests that you can still piece a puzzle together on how consumers are faring. He explains how reports from United Airlines (UAL) play a role in the big picture. He later explains the impact all of this will have on the FOMC and its interest rate path. ======== Schwab Network ======== Empoweri...

Justin Wheeler, CEO of Berkadia, addresses the housing shortage facing homebuyers and something that "can't be fixed overnight." When asked about retrofitting office or commercial real estate into housing, he says it is a complicated process. Justin looks at "densification" and multifamily housing units as a way to be "part of the solution." From set rent payments...

Salesforce (CRM) set some better than expected revenue expectations through FY30. Rick Ducat looks at the software stock's chart compared to other software stocks, before examining its relative underperformance this year. Rick looks at an upside resistance level at $255, and says the options market is expecting a +/- move of about 10% over the next month. Later, Tom White composes an example o...

Phil Streible joins Diane King Hall at the NYSE set to discuss the gold trade. He continues to see structural support and further tailwinds for the precious metals space, with gold potentially reaching $5,000. For silver, he says the market cap is 9x smaller than the gold market which could present more volatility. Phil adds the silver demand to industrial EV and solar markets as a differentiator....

Kevin Green discusses market sentiment towards the U.S. government shutdown as it extends into day 16. He and Diane King Hall look to prediction markets like Kalshi which believe it could extend beyond a month. On the earnings front, TSMC (TSM) beat expectations and is "carrying a lot of the other semiconductor names" in early trade, according to KG. Meanwhile, Salesforce (CRM) provided...

Ahead of upcoming earnings, Ben Watson breaks down the chart of American Express (AXP) looking at the base over the last 5 days with upside resistance at $338. On a 1-year chart, he's observing an ascending triangle pattern with a small tail-off on RSI momentum which he calls "unusual" with the stock at a steady uptrend. Ben posits the consumer spending trends could be something to w...

Dan Novaes says Friday's sell-off in crypto was more of a focus on leverage than it was about fundamentals. He sees Bitcoin and its crypto peers continuing to rally despite their performance over the last few days — adding that a $200,000 price target for Bitcoin remains in the cards for 2025. Clarity on crypto's future from the government and additional investments from institutions are t...

“Everything’s doing great” as we head into a traditionally strong part of the year, Lance Roberts argues. “The outlook’s good for stocks right now,” he adds, but cautions investors not to let go of risk management strategies. He thinks we will see a sharp correction before the end of the year but encourages investors to buy the dip and thinks we’ll end the year higher. He likes Meta Platforms (MET...

Markets saw volatility during Wednesday's session off comments made by Fed speakers and Treasury Secretary Scott Bessent regarding China. Even during the back-and-forth, the Russell 2000 still tapped record highs. Nvidia (NVDA) got an upgrade and price target hike from HSBC, while the same firm raised its target for AMD Inc. (AMD). ASML Holding (ASML) surged thanks to a strong showing in earni...

Gold continues to push back bears as it makes record after record, all while markets faced volatility from comments made by Wednesday's Fed speakers. Marley Kayden and Sam Vadas talk about the biggest stories they saw on the session, including major developments in tech like Apple's (AAPL) new products and ASML Holding's (ASML) earnings. ======== Schwab Network ======== Empowering ever...

Bitdeer Technologies (BTDR) saw a strong rally on Wednesday's session after gaining analyst interest in the software company. As George Tsilis points out, the company is also making moves beyond crypto mining into A.I.-adjacent plays. He makes comparisons to the rising trend from these related crypto mining companies, including a recent overlooked stock in Applied Digital (APLD). ======== Schw...

Bank of America (BAC) continued what has been a strong rally over recent sessions following its earnings report on Wednesday. However, as Rick Ducat points out, it's actually the laggard of its big bank peers. Rick highlights how Back of America's latest run showed a breakout from a recent downtrend that also brought an uptick in options activity. ======== Schwab Network ======== Empowerin...

Brodie Sutherland, CEO of Patriot Critical Minerals, “the only SEC-compliant tungsten resource in the United States.” It is developing a mega tungsten project in Nevada. Brodie discusses the role that tungsten plays in technology and industry, and says that without a domestic supply, GDP will fall. Over 80% of our tungsten supply used to come from China, but it banned exports earlier this year. ==...

Philip Straehl covers the latest on escalating U.S./China trade tensions. Despite Trump threatening additional tariffs on China, Philip thinks we will see something worked out before November 1. He encourages investors to stick to a longer-term view of markets. He’s concerned about the AI rally and the financing behind it. Philip thinks that the AI infrastructure buildout is approaching its limit;...