Schwab Network

Cosmo Jiang from Pantera Capital discusses Helius Medical Technology (HSDT), a neurotech firm, shifting to Solana Treasury Company. He explains why Solana is their cryptocurrency of choice and discusses fundraising around $1.2 billion for the project. Solana is a “free cash flow producing” token, he notes, and argues that in the coming years, financial systems will be built on blockchain. “We stro...

“We’ve just got to accept that the BLS is living in the 1950s,” Jim Thorne exclaims, making the case to disregard the jobs reports. “Why the heck is the Fed…[anchoring] only off of that?” He thinks the Fed should have been cutting “long ago.” Cuts today take “at least two years” to kick in, so a cut this week may not be the quick fix markets are hoping for. Jim gives his outlook for 4Q and the “ea...

TD Cowen downgraded Warner Bros. Discovery (WBD) over risk/reward concerns if a reported bid from Paramount Skydance (PSKY) falls through. George Tsilis talks about the delicacies of the deal and concerns on it building a potential monopoly. On the other end, George highlights hope from investors it can reinvigorate linear TV and cut costs for both companies. ======== Schwab Network ======== Empow...

Likefolio’s Andy Swan shares sentiment data around Airbnb (ABNB), arguing that it is “lagging peers and under pressure.” The novelty has “worn off” for Airbnb and it has a “long way to go before any sort of turnaround is complete,” he adds. Fees, inconsistent experiences, and other factors are pushing travelers to hotels, while rivals like Vrbo take market share. ======== Schwab Network ======== E...

Jessica Inskip tells investors to pay attention to tone in Wednesday's interest rate decision. She turns to three stocks she believes are poised for growth following the expected interest rate cut. Jessica labels Citigroup (C) as a long-term investment play, T-Mobile (TMUS) as a key company to monetize 5G innovation, and Alphabet (GOOGL) as a leader in targeted ads through A.I. innovation. Ric...

Edison Byzkya says the Retail Sales report may be causing concern in the market that we won’t see a Fed cut tomorrow. He’s looking ahead to Powell’s remarks tomorrow more than the actual decision, which he expects to be a 25 basis point cut. He talks about the possibility of reinflation from rate cuts, especially if homebuyers flood the market. Edison explains what to watch in the bond market to s...

Eric Brackmann and Ted Rossman give their takeaways from a hotter-than-expected Retail Sales report. Eric expects strong numbers to continue, noting this is the third better than expected print in a row. Ted notes that almost all sectors saw sales strength; “it does make you wonder where the money is coming from,” though. They both outline their expectations for the holiday season. ======== Schwab...

Lisa Martin gives her insight into all things tech, starting with clearing dialogue surrounding the TikTok trade talk conundrum and the U.S. goal to chip away Chinese ownership. She notes headwinds ahead for Nvidia (NVDA) as it tackles antitrust conflict in China, though CoreWeave's (CRWV) $6.3 billion contract with the chipmaking giant adds to its strength. On Tesla (TSLA), Lisa shares how th...

Charles Schwab's Mike Townsend wishes he could "be a fly on the wall" at the FOMC meeting. With uncertainty on who would vote on rates until Monday night, he points to staggering dynamics between Fed governors leading to what he believes will be "fascinating" interest rate commentary from Fed chair Jerome Powell. Joe Mazzola adds that small caps will benefit the most from a...

CoreWeave (CRWV) got an upgrade from JMP Securities as it sees its GPU-as-a-service business as a benefit in an evolving A.I. trade. Marley Kayden adds that its recent $6.3 billion contract with Nvidia (NVDA) offers another line of defense for the stock. Tim Biggam offers an example options trade for the company. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Will there be dissenting votes on a rate cut tomorrow? Stephen Tuckwood discusses the upcoming rate decision and whether the Fed will be unified. He looks at opportunities in the fixed income market and argues the case for buying municipal bonds. He’s also not ready to “throw in the towel on U.S. exceptionalism.” ======== Schwab Network ======== Empowering every investor and trader, every market d...

Lee Brown offers investor insight in the GLP-1 space in what he calls an industry with "expanding opportunity." He believes consumer sentiment has reset to proper expectations following sell-offs in Eli Lilly (LLY) and Novo Nordisk (NVO), anticipating significant upside following the repricing. Tom White offers an example options trade for Eli Lilly. ======== Schwab Network ======== Empo...

Kenny Polcari runs through some of his stock picks. He likes Honeywell (HON), Duke Energy (DUK), Merck (MRK), Lockheed Martin (LMT), and others. However, he’s “not going after” big tech and the chip names, saying prices need to “settle down a little bit.” Kenny also argues that the bond market is beginning to like tariffs. He talks about the potential fallout of courts ruling tariffs illegal and f...

The Mag 7 will be critical in continuing market strength, according to Kevin Green. He turns to technical levels in the Roundhill Magnificent Seven ETF (MAGS) to highlight the breakout occurring in the group. Kevin credits Tesla's (TSLA) recent rally for the upside move, adding that a Nvidia (NVDA) breakout will only propel upside action further. ======== Schwab Network ======== Empowering eve...

Shawn Nelson, CEO of Lovesac (LOVE), joins Nicole to discuss their 2Q report. The consumer has been “pretty tough” since the pandemic, Shawn says, but argues Lovesac is beating competitors and is beginning to see an upswing. He touts the launch of their new Snugg couch and how new and updated products are still compatible with older models. Shawn also discusses how Lovesac is using AI in their mar...

Alphabet (GOOGL) continued to hit new record highs to start Tuesday's session on the back of an investment into the UK worth 5 billion euros. Diane King Hall talks about Alphabet's monstrous rally in recent weeks and how it has joined a prestigious club few stocks reached. TSMC (TSM) sees more bullish promise from Barclays after the firm upped its price target for the stock. Diane also tou...

Jenny Horne talks about two key A.I. names to watch on Tuesday's session. She first turns to Oracle (ORCL) and reports of the company's involvement in talks to acquire TikTok. If true, the social media giant will add to Oracle's already heavy plate of products. In China, Nvidia (NVDA) sees little demand for its new chip made specifically for the country. Jenny points to competition fro...

There's a lot to watch on Tuesday's session, including the start of the FOMC's interest rate meeting. Kevin Hincks talks investors through everything they need to know ahead of Wednesday's decision, including the people who are set to vote on rates. He also notes a better-than-expected retail sales print showing a resilient consumer. On the international front, he tackles how TikTo...

Oracle (ORCL) shares continue to rally after its latest earnings, but Tuesday's move is connected to TikTok. The company is reportedly tied to a group of companies looking to gain control of TikTok's U.S. operations. Rick Ducat describes the high conviction move taking place on the ORCL chart. He indicates that its RSI momentum study is turning down from recent overbought conditions and th...

David Doyle says a 25bps is largely baked in and wouldn't move the needle. Instead, says the Dot Plot (or Summary of Economic Projections) would be viewed as a more significant market-moving item. He says a 50bps rate cut is certainly possible with Trump appointee Stephen Miran joining the Fed for the September meeting. David adds that it could be "tricky" to expect the Dot Plot to m...

Dr. Preston Cherry drops by the NYSE set to discuss the impact of a Fed rate cut on the economy. Preston addresses concerns from households and how different approaches to defensive strategies could benefit people looking to de-risk. He later touches on the state of the labor market, citing layoffs he's hearing about from the oil & gas industry. Preston says people should stay committed to...

Alphabet (GOOGL) valuation soared past $3T after a recent move to new all-time highs. Kevin Horner points to the $242 line as a key short-term support level and provides technical insights behind the Google parent company's stock. On a 1-year timeframe, he says $225 would act as a potential secondary support level if shares pullback from all-time highs. "There's nothing negative about...

The U.S. Senate confirmed Stephen Miran's appointment to the Federal Reserve, filling the hole left by Adriana Kugler. Kevin Green and Diane King Hall discuss the Fed's newest member as investors await tomorrow's rate announcement. With a 25bps cut largely priced in, KG says Fed Chair Jerome Powell's commentary might be second in importance to investors, adding the Summary of Econo...

Ted Leonsis bought the Washington Capitals in 1999 in what would become his first step in creating Monumental Sports & Entertainment. Now, the Washington Wizards and Washington Mystics are part of a broader portfolio of assets which includes a regional sports network and an arena. Ted joins Nicole Petallides to discuss the sports business landscape and the significance of incorporating next ge...

George Tsilis turns investor attention to an under-the-radar A.I. chip design company: Rambus (RMBS). He attributes the company's recent growth to the data center boom, something analysts have caught attention of through Baird's upgrade of the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://...