Schwab Network

LikeFolio's Andy Swan believes many people will buy the Apple (AAPL) iPhone Duo, shown through his firm's data on purchase intent posts. However, spikes in price complaints are something he sees hitting the stock. "We think [the consumers] will continue to pay them," argues Andy, as he compares LikeFolio demand trends to that seen in Apple products beyond iPhone. ======== Schwab...

Dory Wiley and Stephen Biggar break down a mixed round of bank earnings, with Goldman Sachs (GS) posting a major beat, Citigroup (C) delivering strong results, and JPMorgan Chase (JPM) and Wells Fargo (WFC) facing more pressure. They discuss funding costs, net interest margins, credit quality and strong commercial loan growth, while assessing whether capital-markets activity can stay strong into 2...

Adobe Digital Insights' Vivek Pandya breaks down Amazon's (AMZN) October Prime Day, which generated $9.86 billion in online sales, up 8.5% from last year. Consumers are responding strongly to promotions, spending on everything from everyday essentials to higher-priced electronics, while social media and influencers are playing a bigger role in driving purchases. Pandya expects discounts to...

A strong economy needs strong banks, according to Joe Tigay, who discusses JPMorgan Chase (JPM) earnings and what they signal for the health of U.S. consumers. In the AI trade, he believes the latest bout of market volatility will benefit Alphabet (GOOGL) long-term, and sees AI agents leading to AMD Inc.'s (AMD) next growth stage. Joe offers example options trades for his picks while Ben Watso...

Main Management CEO and CIO Kim Arthur remains confident in roughly 23% earnings growth, pointing to a resilient consumer, rising wages and strong corporate margins. He discusses JPMorgan Chase (JPM), Goldman Sachs (GS) and Wells Fargo (WFC), while arguing rates may have peaked and could settle into a more normal range. Arthur also sees utilities as an attractive AI infrastructure play as data-cen...

CFRA's Ken Leon discusses the skeptical reaction from Wall Street to the first round of earnings in JPMorgan Chase (JPM), Wells Fargo (WFC), and Goldman Sachs (GS). For JPMorgan Chase in particular, Ken points to a lack of guidance and discussion on Anthropic's upcoming IPO as key points he believes investors wanted to see. He also explains why corporate lending is another important sticki...

UnitedHealth (UNH) shares initially rallied after posting an earnings beat on the top and bottom line, with guidance also coming in above Wall Street estimates. The stock reversed within the first hour of the trading day. Jenny Kovacs discusses more of the key metrics in UnitedHealth's earnings and why it believes there's more value in the stock Wall Street isn't seeing. Tim Biggam off...

Charles Schwab's Liz Ann Sonders addresses concerns from Broadcom's (AVGO) CEO that the AI trade is showing "casino-like" qualities. As for the new earnings season, she notes strength in the U.S. consumer but urges caution when it comes to sky-high expectations following the previous quarter. Nvidia (NVDA) and Micron (MU) are expected to drive one-third of earnings growth in the...

Existing home sales for September are up and beat Wall Street estimates, a sign of strength for a frozen housing market. Kevin Green notes the reprieve it offers for housing, though it's a small one when comparing the metric to historic standards. In the banking space, KG calls the earnings "mixed" across the industry and points to selling action taking command of Tuesday's tradi...

Scott Martin sees more volatility ahead as investors navigate the Fed, the election and sticky inflation, but says market pullbacks can create buying opportunities. He remains bullish on Micron (MU), SanDisk (SNDK) and Palo Alto Networks (PANW), while watching JPMorgan Chase (JPM) and Bank of America (BAC) for potential strength in a higher-rate environment. For the rockier stretch ahead, he favor...

Mark Zagata says strong bank guidance and a resilient economy are creating opportunities for value investors heading into 2027. He highlights Amazon (AMZN) as AI and AWS investments begin translating into earnings, while Stryker (SYK) offers upside after a difficult year. He also likes CMS Energy (CMS) for defensive exposure and argues strong earnings growth could keep value stocks performing. ===...

JPMorgan Chase (JPM) earnings showed a double miss and gained after the opening bell while Wells Fargo (WFC) showed mixed results and traded lower. Diane King Hall offers a closer look into the latter's report and discusses the investor reaction to the earnings. She then explains what's driving Johnson & Johnson's (JNJ) beat and raise quarter, along with earnings from Dominio's...

David Ellison breaks down bank earnings and why healthy credit, loan demand and deposits point to a strong economy. He discusses JPMorgan Chase (JPM), Wells Fargo (WFC), Goldman Sachs (GS) and Citigroup (C), arguing that higher rates remain manageable for banks and that the U.S. needs larger financial institutions to support growing debt and capital needs. Ellison also weighs the risks surrounding...

All stocks connected to the AI trade appear to be falling into the start of Tuesday's trading session, but as Kevin Hincks points out, a decline in crude oil and Treasury yields offers some equity relief. He explains how selloffs in companies like Samsung and SK Hynix (SKHY) in South Korea sparked the U.S. tech weakness and how a reversal can shape up during the day. Kevin turns to the start o...

Ahead of ASML (ASML) earnings Wednesday morning, Rachel Dashiell of Charles Schwab examines the pullback in shares she ties to exhaustion from a recent rally. She explains why $1,700 is the level to watch short-term as the long-term chart shows a channel forming from the stock's moves. Rachel turns to an example options trade for ASML. ======== Schwab Network ======== Empowering every investor...

Dean Quiambo discusses why companies are staying private for longer, including tech giants OpenAI and Anthropic. Companies like SpaceX (SPCX) setting record-setting debuts add to the pressure for other Big Tech IPOs. That said, Dean makes the case that these companies have more time to create a more compelling story to hook investors. ======== Schwab Network ======== Empowering every investor and...

Garrett Melson does not see a negative backdrop as corporate earnings grow, though he remains cautious on the U.S. consumer. He expects consumer spending to slow down as nominal incomes are not meeting the pace of inflation. Pressure in consumer staples and discretionary company earnings add to Garrett's thesis. He then talks about the state of the labor market and oscillations in the AI trade...

The weakness in tech is the biggest concern Tom White has heading into Tuesday's trading session, noting the tech-heavy Kospi index in South Korean seeing a huge overnight decline. "Watch the chips today," says Tom, as momentum in names like Nvidia (NVDA), Micron (MU), and AMD Inc. (AMD) have power to dictate market moves. Earnings season began with a double miss in JPMorgan Chase (J...

Meta Platforms (META) is losing trend strength, says Ben Watson of Charles Schwab when looking at the Mag 7 stock chart. He discusses how the short-term price action is dragging down what has been very strong bullish traction for Meta. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subsc...

Meta Platforms (META) surged on Monday's session after it released Muse Wonder. Micron (MU) and SK Hynix (SKHY) both sold off as Chinese competitor CXMT said it has a design that can store more data. eBay, Inc. (EBAY) moved higher after Morgan Stanley named the online retailer a top pick stock. Sam Vadas turns to the biggest movers of the trading day. ======== Schwab Network ======== Empowerin...

More AI companies are tapping into debt markets as the CEOs behind Intel (INTC) and Broadcom (AVGO) warn that capital constraints on the industry will lead to more significant headwinds. Sam Vadas adds more insights to her top takeaways of the trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:...

Lightbridge (LTBR) president and CEO Seth Grae joins Market on Close from the TopFuel2026 nuclear energy conference to discuss how companies are building the future of nuclear energy infrastructure. Seth points to deals like that between Constellation Energy (CEG) and Alphabet (GOOGL) to address the need Big Tech companies see nuclear power playing in the AI infrastructure buildout. He then talks...

Daniel Binns, Global CEO of Elmwood Brand Consultancy, discusses reports of a potential Starbucks (SBUX) and Chipotle (CMG) deal and why the combination could create back-office efficiencies and accelerate Chipotle’s global expansion. He says the timing could be a distraction as both companies work through turnarounds, while Chipotle faces traffic challenges and potential takeover interest. Binns...

Mike Dickson says earnings remain the key driver for stocks despite higher yields, oil prices and a strong dollar. He sees earnings season as a potential catalyst for broader market participation after recent deterioration in breadth, with bank results offering clues on consumers, credit conditions, loan demand and corporate investment. Dickson also points to strong AI demand at Nvidia (NVDA), Bro...

ASML (ASML) reports earnings Wednesday morning, and John Blank tells investors to brace for a volatile move based on the options market. He adds that the stock is "overpriced" based on its current valuation. "They don't have any room for error" with the stock currently valued on 2028 earnings, says John. He discusses how ASML's monopoly on its tech isn't enough to o...