Schwab Network

As investors and traders weigh the recent iPhone 17 release, shares of Apple (AAPL) have touched their highest point in 2025. Carolina Milanesi discusses the significance of this latest launch as Apple continues to build out its mobile hardware and device ecosystem. She says hardware is still driving the biggest refresh cycles, despite "all the talk about AI." She things this iPhone 17 i...

Ben Watson stops by the Chicago studio's touchscreen to take a look at the technical setup for Coinbase (COIN). On the short-term 5-day chart, he points to current volume trading levels forming a base underneath recent highs above $370. On the 1 year chart, Ben highlights the downward trend in the 50-day moving average that could weigh on shares. Ben notes $425 upward resistance with support z...

The continuing government shutdown can't keep markets down. The SPX and NDX hit new record highs as stocks continued to inch higher. Intel (INTC) and AMD Inc. (AMD) rallied on a report the latter was in early talks to become a new foundry customer for Intel. A.I. stocks moved in part over OpenAI's announcement that it reached a $500 billion valuation, making it the most valued private comp...

When it comes to their top stories, Sam Vadas and Marley Kayden have in mind, they look ahead to the high probability that markets won't get Friday's important jobs report and discuss what it means for price action. As for today's session, Marley talks about the possibility of an Intel (INTC) and AMD Inc. (AMD) relationship while Sam turns to Tesla (TSLA) and Alibaba's (BABA) perfo...

Russell Rhoads looks at trends in the options market during the government shutdown. “We continue to see more block call buying than anything else out of institutions,” he says, despite the market being at record highs. He thinks that education and better tools are helping options grow because it allows retail investors to participate. Russell also highlights some unusual options trades he’s seein...

SkyWater Technologies (SKYT) has a compelling thesis when it comes to semiconductor fabrication, according to George Tsilis. He explains how Intel's (INTC) recent developments and a strengthening A.I. trade offer potential for small cap tech companies like SkyWater. George says it all comes down to company fundamentals as it races to turn a profit. ======== Schwab Network ======== Empowering e...

Rivian (RIVN) was on a drive to the upside until hitting the brakes and sliding down Thursday. Rick Ducat shows how technicals behind the EV stock played into the sharp sell-off. He later highlights the mixed options picture as bears and bulls clash on future price action. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

Jillian DelSignore from Nasdaq highlights cybersecurity ETFs in a fast-changing AI world. “June, July and August were the biggest months” for inflows into some of these vehicles. Jillian views cyber as a “digital utility” and thinks it is less subject to volatility and economic stress. Switching gears, she discusses how dual share class approval could massively change the ETF industry. ======== Sc...

Christopher Greiner, CFO of Zeta Global (ZETA), returns to Schwab Network at the NYSE to discuss the latest developments around the data cloud company. Among the latest drivers: its acquisition of Marigold. Christopher points to the company as a strong way to expand Zeta's business abroad. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Marcus Bodet is “very bullish on tech,” particularly because of government backing, and thinks that investment will drive M&A for the next 6-12 months. While he thinks that some valuations are at “unnecessarily high points” but doesn’t think AI compares to the dot-com era. He also looks at ways the government’s interest can shape the sector, for better or worse for investors. ======== Schwab N...

Noel Archard says ETFs have had a robust year, with over $900 billion in inflows so far, potentially rivaling 2024’s $1 trillion. Traders still want to participate in the equity market, he says, highlighting the continued ascendance of actively managed ETFs. He’s also seeing interest in international markets and fixed income. Noel also explains the tax benefits of ETFs. ======== Schwab Network ===...

Hatem Dhiab and John Freeman discuss the state of the Mag 7 trade. Hatem thinks valuations are stretched but argues that some can still grow – and some can’t, like Tesla (TSLA). Microsoft (MSFT) or Alphabet (GOOGL) he would “buy all day long.” John focuses on the generative AI winners within the Mag 7, including Nvidia (NVDA), Amazon (AMZN) and MSFT. Alphabet is the “interesting one” as they begin...

While Tesla (TSLA) trades down on what George Tsilis calls a "sell the news" event, Rivian (RIVN) has more challenges. He makes the case that the company can't build enough vehicles to make scalability demands, on top of facing headwinds similar to Tesla from the EV tax credit removal. George urges investors to watch for production numbers in Rivian's next earnings. ======== Schwab Network =======...

The Las Vegas Strip is burning off the sugar high of post-Covid. Chad Benyon sees weakness in the “mid-end” and thinks that downside risk remains for 3Q estimates in the sector. He likes Wynn Resorts (WYNN) and thinks sports betting will remain strong next year. In general, he thinks Vegas has gained market share for conventions and other big events, but prices might have been pushed too high. ===...

Likefolio’s Landon Swan discusses the evolution of the gaming space. “DraftKings has been doing well,” he says, but explains how new upstarts and prediction markets are impacting the industry. “They need to battle this,” Landon argues, possibly through “adoption and distribution.” He thinks the falling share price is a good opportunity to buy the dip. ======== Schwab Network ======== Empowering ev...

Jordan Shapiro and Kate Duchene take on the labor market. Kate discusses the “stagnancy” and “cautious behavior” in hiring, arguing we’re in a “wait and see” pattern. She also looks at the pattern of companies outsourcing labor to contractors or freelance. Jordan examines the latest ADP report, highlighting the difference between businesses with less than 50 employees and more than 50. Small firms...

@OptionsPlay's Tony Zhang says he's been "bullish for quite some time" on Meta Platforms (META) due to how it uses A.I. to boost advertising revenue. He adds that its 24x forward P/E makes it a "good entry point" for investors at current levels. Tony later makes parallels between Elevance Health (ELV) and UnitedHealth (UNH) when it comes to building its own comeback sto...

Dan Deming highlights one stock far below its all-time high, another constantly hitting new records, and a third attempting the milestone on Thursday's Big 3. He talks about the potential he sees in UnitedHealth (UNH), Nextracker (NXT) and Unum Group (UNM). Dan offers example options trades for all three names while Rick Ducat dives into the chart technical trends. ======== Schwab Network ====...

“We’re not concerned at all” about the government shutdown, Ed Siddell says. “Short term, there’s going to be a little bit of pain, but long term it will benefit the economy.” He discusses how the Fed’s reliance on BLS data may “put everything on hold” for rate cuts. He is bullish on gold and thinks it can hit as high as $5K next year. His stock picks right now include API Group (APG), Lowe’s (LOW...

Boeing's (BA) stock has flown 40% year-over-year despite seen some turbulence in recent weeks. Ben Tsocanos believes the company has "made a lot of progress" in 2025 but needs to show it can handle 2026 and beyond. Ben will keep a close eye on Boeing's earnings near the end of the month and how it will capitalize on its 737 MAX jets. Tom White turns to the options front for Boein...

The Fed faces a void of uncertainty without new economic data to determine interest rate cuts, says @CharlesSchwab's Cooper Howard. He says the FOMC will weigh Wednesday's ADP employment print and Thursday's challenger job cuts more heavily if it doesn't have Friday's jobs report to go off of. That said, Cooper sees bias tilting toward more rate cuts before the end of 2025. ===...

Kevin Green says Fed speakers taking the podium this week will get more focus than usual from investors without economic data hitting the wire. He urges investors to keep certain "asterisks" in mind when it comes to Wednesday's ADP employment data, which he believes should be disconnected from any employment data markets otherwise would get. However, Kevin makes the case "no new...

Tesla (TSLA) initially started Thursday morning trading with a rally before pulling back. As Marley Kayden explains, the company posted record third-quarter deliveries and flexed strength in its energy business. She talks about what's driving this sell the news movement in Tesla. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

Randy Carver sees more volatility ahead, but a positive quarter. He points to the forthcoming Supreme Court ruling around the legality of tariffs as a catalyst and gives his take on what will happen with different rulings. He thinks Fed cuts are “baked in” and sees opportunities in any pullbacks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Reports of Intel (INTC) seeking AMD Inc. (AMD) as a foundry customer has ignited sharp trading action in both stocks Thursday morning. Diane King Hall notes that it's sparking rallies in other A.I. stocks as well. Fair Isaac Corp. (FICO) shares rallied as it takes steps to cut the middle man to directly license its mortgage scores. Diane turns to the acquisition front on Berkshire Hathaway and...