Schwab Network

General Dynamics (GD) and the overall defense stock group are on the move ahead of Monday's open. Rick Ducat examines the technical conditions forming on GD's chart. He points to a key area of $324 as a high volume level of previous trading as well as a confluence of chart studies pointing to that acting as a near-term support level. Later, Tom White composes an example options trade for G...

Indrani De discusses the shifting macroeconomic landscape and its implications for global trade and markets. Indrani highlights five reasons why international equities, particularly in emerging markets, may continue to outperform the US, despite recent catch-up in the S&P 500 (SPX) and Nasdaq (NDX), citing higher earnings growth forecasts, lower valuations, and the momentum shift in capital fl...

President Trump meets with Congressional leaders today to discuss ways to avert a government shutdown. Kevin Green discusses what ripple effects a shutdown would have on the labor market and broader economy. Later, KG weighs in on reports that China-based Huawei plans to increase production of its most advanced A.I. chips and how it may (or may not) impact Nvidia (NVDA) at this moment. For today&#...

Ben Watson examines the AppLovin (APP) chart over the past 5 days which fell as low as $620 and rallied as high as $690. On the 1-year chart, he says the $530 resistance area has been broken through and he draws a potential upside level around $755. With shares up more than 420% from its 52-week lows and likely opening at new all-time highs, Ben points to the rising RSI momentum study going back a...

Ivan Feinseth says the demand for cruises is "on fire" and maps out his reasons for continuing to be bullish on the travel space. He says the cruise companies continuing to churn out new ships and new experiences. Ivan sees the biggest upside in Norwegian Cruise Line (NCLH) and says for cruise companies the biggest earnings indicator is "on-board spending." Ivan previews Carniv...

Trust Wallet CEO, Eowyn Chen, talks about the importance of digital wallet security as crypto adoption grows. She says we're currently experiencing an age where we're "one step ahead" of mass adoption, believing now is the time to enhance cybersecurity ahead of the curve. Eowyn discusses ways to protect your digital wallet and ways to protect yourself from crypto scams. ========...

Lily Liu, president of the Solana Foundation, says engineering and regulatory issues have plagued cryptocurrencies since inception. As those roadblocks are lifted, Lilly talks about how the crypto and the tech around it will gain momentum. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/s...

Katie Hubbard believes the housing market will improve and mortgage rates will come down. She explains how the recent new home sales and existing home sales prints set the foundation. Lawrence Yun highlights home pricing and why Midwest markets are at a "discount" compared to coastal housing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Markets closed down on the week after multiple weeks of up action. Marley Kayden turns to the biggest stories impacting stocks, which includes Intel's (INTC) massive rally as the company seeks more investors. She also touches on massive deals between Nvidia (NVDA) and OpenAI, along with Oracle's (ORCL) role in the TikTok deal. Marley later points investor attention to Micron's (MU) ear...

To close out the trading week, Marley Kayden and Sam Vadas run through this week's tariffs and economic data they believe were critical in market movers, and turn to data that can affect next week's trading action. On stock stories, they turn to Intel's (INTC) 20% rally on bullish investment expectations. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Ken Mahoney likens the current market economy to the 'Energizer Bunny,' suggesting it still has momentum despite being due for a potential pullback. Mahoney believes a 3-5% correction would be healthy and welcomed, especially with the 3rd quarter earnings season around the corner, when investors should focus on "beat and raise" names like Microsoft (MSFT) and Nvidia (NVDA). Mahoney also sees poten...

Six Flags Entertainment (FUN) has proven to be all but fun for investors. The stock lost more than half its value since the start of 2025. George Tsilis talks about what led to the downside action — and the rebound a new activist investor aims for Six Flags. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://...

Nike (NKE) reports earnings on Tuesday next week, and as Rick Ducat points out, the stock faces critical levels on the chart ahead of earnings. Rick notes supreme underperformance on a five-year basis compared to similar companies and tests a "precarious situation" one its one-year chart. However, the options front shows a slight uptick in bullish action against a notable put wall. =====...

Marc Borodistky, CRO at Nebius (NBIS), talks about how the A.I. infrastructure company has grown through a model he parallels with Amazon's (AMZN) AWS cloud platform. The company came into full view of Wall Street after it acquired a $17.4 billion deal with Microsoft (MSFT) earlier in September. Marc considers the deal a massive stepping stone to what he calls "durable" demand for Ne...

Bob Doll’s base case is a “high-risk bull market,” saying that today’s market is fully valued, but that Fed cuts typically send equities higher. He notes, though, that broadly rates have actually gone up since the Fed’s recent cut. The reaction to tariffs has been “less onerous than expected” despite their size, he adds, related to expectations of a big tax cut to juice consumer spending. However,...

Mike Dickson focuses on small caps: “is this [rally] durable?” He argues that it is, citing expected interest rate cuts and an improvement of the earnings picture. However, he thinks that investors should be looking for actively managed funds within the space rather than buying the Russell 2000 index. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

John Blank and Erin McLaughlin discuss the PCE inflation report. Erin thinks that tariffs have taken longer to hit than anyone thought and expects more impacts into next year, particularly as Trump announces a series of new ones. John discusses how the Fed has not been able to manage both of its mandates in the last few years, and says we’re headed for a 5%+ unemployment rate next year. ======== S...

Ian Wyatt expects the October jobs report to be rough as more federal workers show up on the sheet. He discusses the labor market dynamics right now and expects to see a “solid month” of spending when we get September’s data. He notes that spending is being led by the wealthy and explains why high-end recreation sales are staying strong. ======== Schwab Network ======== Empowering every investor a...

After seeing the parabolic moves in some A.I. stocks, Jeff Zananiri makes comparisons to what he saw during the dot com bubble of the 1990s. He warns of ballooning valuations but believes in chipmakers and infrastructure plays long-term. Jeff makes a bullish case for Nvidia (NVDA), AMD Inc. (AMD), and Intel (INTC). He also like crypto long-term but expects Bitcoin to see a continuing pullback towa...

Tesla's (TSLA) new Street-high price target on the Mag 7 stock starts a key conversation on today's Next Gen Investing panel: is Tesla a car company or an A.I. company? As Marley Kayden points out, Dan Ives's price target hike points to Tesla being both by using A.I. in autonomous driving tech. She talks about the wide-ranging expectations surrounding Tesla and addresses her thoughts o...

Eddie Yoon sees a “light at the end of the tunnel” for consumer sentiment. He argues that B2B investment, which has largely been in AI rather than traditional jobs and wages, will begin to pay off in 2026 and result in higher wages and more entrepreneurship. He believes AI is a rising tide that will lift all boats and completely transform the workplace, with returns coming quickly. ======== Schwab...

Likefolio’s Megan Brantley covers Carnival (CCL), which has outperformed year to date. She notes a slip in sentiment, which she considers a long-term indicator of a decline in the experience. Web visits, a gauge of future demand, show that Norwegian (NCLH) and Royal Caribbean (RCL) are experiencing much higher momentum. With the “premium experience still winning” in travel, she considers this more...

Jan Rogers Kniffen and David Bellinger break down Costco (COST) earnings. Jan believes that Costco is the second-best retailer, with Walmart (WMT) taking the crown. “They’re so solid…that you never see them make a mistake.” David has a few nitpicks in the report, including membership rates falling and the “mini-investment cycle” the company is going through. While it’s “operating very well,” he th...

Bruno Sousa from Hashdex spotlights crypto ETFs, particularly NCIQ, which tracks the Hashdex Nasdaq Crypto Index. He calls it “basically the Nasdaq-100 of crypto.” With recent regulatory changes, he discusses how they’ve been able to add more types of crypto and how it navigates a volatile and quick-moving market. “You’re going to see a number of new crypto ETFs coming to market” from here, he add...

StocksToTrade's Tim Bohen highlights re-emerging American giants in today's Big 3. He notes why he sees bullish potential in Warner Bros. Discovery (WDB), Intel (INTC), and Boeing (BA) while discussing ways to trade each stock. Rick Ducat gives his technical take by showing key levels to watch on the charts. ======== Schwab Network ======== Empowering every investor and trader, every marke...