Schwab Network

Jed Ellerbroek covers the role of AI in the markets, which he expects to be a “huge factor” in the upcoming earnings season. He looks at Nvidia’s (NVDA) stream of investments into AI companies, including its recent $100 billion partnership with OpenAI. “I think they’ve made some wonderful investments,” Jed says, including CoreWeave (CRWV). He also likes ServiceNow (NOW), arguing AI can “make their...

Ben Emons breaks down the August PCE report and analyzes the Fed’s rate cut path from here. Ben explains how financial markets add to PCE and why he expects two cuts. He thinks that markets could continue to make new highs but points to froth that is disrupting clarity. Right now, he’s watching regional banks. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Paul Meeks isn't surprised to see a pullback in Oracle (ORCL), noting the stock's meteoric rise since its previous earnings. He explains his caution for investors, from the company's cash burn to question marks around its involvement in the TikTok deal. Alex Coffey takes investors to the options front through an example trade. ======== Schwab Network ======== Empowering every investor...

It's no secret that Dan Ives has been a table pounder when it comes to Tesla (TSLA). He made that even clearer on Friday after he upped his price target on the Mag 7 stock to $600 from $500. Marley Kayden explains how the new target relies a lot on Tesla's future in A.I. and robotics. Dan Deming offers an example options trade for the stock. ======== Schwab Network ======== Empowering ever...

An in-line PCE print is good for the big picture of markets, says Charles Schwab's Collin Martin. However, he says the "engine" of the economy still needs more juice before he raises a green flag for growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download...

Rebecca Walser says there's "nothing in the data" from Friday's PCE suggesting that Fed Chair Jerome Powell needs to lean more dovish but adds that interest rate cuts are still on the table for the rest of the year. However, she highlights headwinds ahead for the FOMC as economic uncertainty persists. As for the A.I. narrative, Rebecca talks about how monetization is just startin...

Intel (INTC) continued a run to the upside as the U.S. chipmaker seeks investments beyond U.S. borders. Morgan Stanley named Microsoft (MSFT) as a "top pick" in software. Costco (COST) face stock pressure even after posting an earnings beat. Diane King Hall takes investors through some of the biggest movers on the final morning of the trading week. ======== Schwab Network ======== Empowe...

“I’m still very bullish,” Wayne Kaufman says, but thinks, “maybe we need some consolidation.” He looks at the massive AI spending, tracking enormous deals across the sector, and says to believe in a bubble right now means believing that the smartest people in the world are making a mistake. “We’re nowhere near” a repeat of 2000, he argues. TSM is one of his favorite stocks, and he also likes STX a...

Kevin Hincks takes a closer look at the vastly in-line PCE report that shows progress against the inflation fight. He also touches on the latest tariffs from the Trump administration and the role national security plays in the big picture. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/s...

Pressure on markets has pushed the SPX closer to its 20-day SMA, which Kevin Green considers a critical level to hold bullish momentum. He also points to 100% tariffs on some imported drugs and, 25% tariffs on trucks, and 30% tariffs on furniture adding pressure for many stocks. There is progress on TikTok, however, as Kevin highlights the Trump-approved deal that links Oracle (ORCL) to the social...

Should Broadcom (AVGO) be added to the Mag 7, or should the Mag 7 be extended? Matt Tuttle makes the case for it, calling the stock a "must own" for investors. He sees the company playing a key role in the A.I. trade, though he warns that markets will eventually experience 2000-2002 tech volatility. Matt adds that the A.I. infrastructure will take time to build out despite seeing Broadco...

Rachel Dashiell says she wouldn't be surprised to see Microsoft's (MSFT) stock hover near its current levels. She highlights short-term trends in the Mag 7 company's shares to explain her thesis. However, Rachel notes that Microsoft's reach in the SPX and NDX gives it potential to rally again. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Boeing (BA) flew higher Friday morning on reports that it is expected to regain authority from the FAA when it comes to its 737 MAX Jets. Rick Ducat highlights key levels to watch when it comes to the charts and offers an example options trade for the airplane builder. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

Starbucks (SBUX) is firing 900 workers as a part of its restructuring plan for underperforming stores. Investopedia's Caleb Silver says CEO Brian Niccol's focus on the future hasn't worked yet, noting same-stores sales remaining on a decline paired with lackluster stock growth. Caleb points to upstarts like Dutch Bros. (BROS) and added pressure from well-established competitors creating more headw...

Markets sold off for the third day in a row even after getting better-than-expected inflation and jobs data in the morning. Intel (INTC) managed to shine in the session on reports that it seeked investments from Apple (AAPL) and TSMC (TSM). Amazon (AMZN) traded lower after settling a lawsuit with the FTC, while Carmax (KMX) plunged to 5-year lows after earnings. Marley Kayden has more on the tradi...

Derrick Wood (TD Cowen) and Steven Dickens (HyperFRAME Research) join Diane King Hall for a wide-ranging look at Oracle (ORCL). The company's been busy this week announcing new leadership changes with a pair of co-CEOs replacing Safra Catz, before providing updates on its $500B Project Stargate endeavor with OpenAI. Derrick and Steven dissect the company's massive A.I. capex spending outlo...

Reports of Intel (INTC) seeking investments from Apple (AAPL) and TSMC (TSM) took up a lot of oxygen in the markets Thursday, though Marley Kayden and Sam Vadas point out other movers under many investors' radars. They touch on Carmax's (KMX) multi-year low after earnings, Oracle's (ORCL) sell-off, and Lithium Americas (LAC) continued rally. ======== Schwab Network ======== Empowering...

Dan Deming expects August's PCE report to come in line with expectations, but warns that the full impact of tariffs on inflation may not yet be priced in. He notes that today's corporate profit data was a miss, but the consumer remains strong, with spending up 2.5% for the quarter. Deming also discusses the moves in the commodity space, particularly in gold and silver, which he believes co...

Ameresco (AMRC) rallied to 10-month highs after getting a new upgrade from Jefferies. As Alex Coffey touches on, it's just the one of multiple in recent weeks. Alex talks about how the company serves as a jack of all trades in the energy industry and shares commentary from analysts reflecting future optimism. ======== Schwab Network ======== Empowering every investor and trader, every market d...

A quantum computing breakthrough gave IBM Corp. (IBM) a stock boost on Thursday. When it comes to its stock performance, Rick Ducat says the company is a laggard when you look long-term despite its strong 2025 performance. He highlights levels on the chart to watch as the legacy tech company makes a push back to record highs. Rick later turns to the options front for IBM. ======== Schwab Network =...

ChargeScape CEO, Joseph Vellone, talks about how his company's electricity-sharing service for EVs. He later turns to the coming expiration of the EV tax credit and what it means for EV pricing in the future. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS a...

Kevin Davitt discusses the latest market trends. With Costco (COST) reporting earnings, he examines the relationship between the consumer giant's performance and the broader market. Davitt notes that the low correlation between stocks like COST, Tesla (TSLA), and Nvidia (NVDA) is at historic lows and attributes this to a narrative-driven market. He also points to the impact of retail investors...

On the day of the company's public debut, Kodiak (KDK) CEO Don Burnette highlights how his company is using autonomous tech on the road today. He talks about how the company is already getting autonomous vehicles into the hands of customers and ways the tech ensures safety on the road. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

KBHome's (KBH) mixed earnings report, which beat expectations but lowered its full-year sales outlook, highlights the challenges facing the housing sector. Rising interest rates and inflated construction costs are pricing out many potential buyers, especially first-time homebuyers. However, despite these headwinds, some homebuilders like Lennar (LEN) are finding success with aggressive incenti...

Kyle Bergacker shares his top stock picks, including Builders FirstSource (BLDR), Eagle Materials (EXP), and Dollar General (DG). While Bergacker expects growth stocks to continue outpacing value stocks in the near term, he believes the tide will turn in favor of value stocks like his picks going into next year, driven by the Fed's rate cuts and the benefits of floating-rate debt for small and...