Schwab Network

Andy Brenner says investors are bracing for a pullback after Goldman Sachs' (GS) David Solomon and Morgan Stanley's (MS) Ted Pick warned of a potential 10-20% correction, and Michael Burry revealed a $1 billion short against Nvidia (NVDA) and Palantir (PLTR). Brenner believes the recent selloff is a short-term wobble, but if it gains steam, it could lead to margin calls by Thursday. ======...

Phil Blancato says the market's recent run-up has been fueled by seasonality and investors' "fear of missing out," but he thinks we're due for a correction. With valuations at all-time highs, even a small pullback could turn into a bigger sell-off. Blancato still sees value in some areas, however, including General Motors Company (GM) and Travelers Companies, Inc. (TRV), whic...

Charles Schwab's Kevin Horner breaks down the key levels and trends to watch in the S&P 500 (SPX). He also analyzes the charts for individual names, such as Lamb Weston Company (LW) and Thermo Fisher Scientific Inc. (TMO), highlighting potential areas of support and resistance, including the 50-day moving average and breakout levels. ======== Schwab Network ======== Empowering every invest...

The Bay Area is gearing up for a massive year of sports and business, with Super Bowl 60 and the FIFA World Cup on the horizon. Zaileen Janmohamed, president and CEO of the Bay Area Host Committee, discusses the economic impact of these events, which she expects to be in excess of $1.4 billion and support 13,000 jobs. Janmohamed also sets her sights on the event leaving a lasting impact, with init...

Uber Technologies (UBER) sold off with the rest of the market after it posted strong earnings. Randy Hare raises concern with Uber's margins. That said, she sees management handling Uber's free cash flow well as it seeks to expand business. Ivan Feinseth adds that the company is making the right moves when it comes to its autonomous driving outlook. While he says the tech will take time to...

Marley Kayden tells investors not to expect AMD Inc.'s (AMD) latest round of partnerships in OpenAI and Oracle (ORCL) to play Tuesday's postmarket earnings. She instead directs attention to the company's financials and chip sales. Marley talks about analyst expectations, with one firm pointing to challenges ahead for AMD. She addresses her own concerns that the stock has run significan...

Matt Britton, author of "Generation AI," discusses the seismic changes ahead in the working world as automation, driven by A.I., continues to gain traction. Britton believes companies like Amazon (AMZN) are already feeling the impact of A.I. on their bottom lines. He argues that it's not just about having the resources to deploy A.I. but making tough decisions that impact the workfor...

LikeFolio's Landon Swan shares his bullish take on McDonald's (MCD) despite the fast-food giant's underperforming stock. Swan credits McDonald's success to its focus on value, citing the return of the value meal and successful promotions. He also points to the company's vast data reserves, which could give it an edge in implementing A.I.-driven efficiency improvements. Swan not...

Prosper Trading Academy's Charles Moon turns to hot software trades on today's Big 3. He sees Palantir (PLTR) shooting up to $205 as long as it breaks $195, Shopify (SHOP) experiencing more short-term drawdown, and Cloudflare (NET) to make a short-term rebound. Charles also offers example options trades for his picks while Rick Ducat dives into the technical trends to watch. ======== Schwa...

Futurum's Shay Boloor believes Palantir (PLTR) remains strong after its post-earnings selling action. He points to the company's commercial revenue growth showing a massive runway ahead. Shay sees a $1 trillion market cap sooner than some investors think, though valuations will have to cool first. Joe Castiglie adds that Palantir has "unique tailwinds" that separate it from A.I....

After Walt Disney (DIS) closed a merger deal between Hulu + Live TV and FuboTV (FUBO), CEO David Gandler discusses what it means for the company's opportunities ahead. He believes exposure to Disney's streaming network won't just boost subscriber counts, but also expanding advertising opportunities for partners. ======== Schwab Network ======== Empowering every investor and trader, eve...

McDonald's (MCD) will offer a clearer picture not just for the state of the company, but also for the fast food industry. Brian Szytel believes the set-up looks good heading into the report as it mitigates labor woes. He adds that inflation pressure facing McDonald's are now "backward-looking" and has a "loyal" customer base that offers a long-standing profit base. Tom...

Charles Schwab's Nate Peterson takes a look back at last week's price action to explain the moves we're seeing this week. He attributes the weakness to a hawkish interest rate cut from the Fed, a change in A.I. spending perspective seen in Meta Platforms (META), and selling reaction to Palantir's (PLTR) "stellar" earnings indicating a change in psyche for markets. Nate ad...

AMD's (AMD) stock has soared over 50% in the last month ahead of its earnings report, driven by a strategic partnership with OpenAI for computing power. But with the bar set high, can the chipmaker justify its huge run up? Though the A.I. chip deals with OpenAI and Oracle (ORCL) have sent shares higher, their impact may not be fully felt until next quarter. Join Marley Kayden to discuss if val...

Last week, the FOMC voted to lower interest rates by 25bps and showed no certainty that there will be another cut in December. Taylor Huffman explains that a lack of economic data due to the government shutdown plagued the Fed's interest rate path. However, she notes that the uncertainty did create new opportunities in bonds. ======== Schwab Network ======== Empowering every investor and trade...

Kevin Green says the Morgan Stanley (MS) and Goldman Sachs (GS) CEO commentary should be treated as a "blip on the radar" for now. When it comes markets getting a lack of data due to the record-setting government shutdown, he says investors are okay with it. That could change once the shutdown ends as Kevin expects volatility to ramp higher once we get a hold of all the delayed economic...

A 10% to 20% pullback predicted by Morgan Stanely (MS) and Goldman Sachs (GS) CEOs can be good for the market, argues Dory Wiley. He points to tech names like Palantir (PLTR) gaining significant traction in recent months that could benefit from a valuation cooldown. He sees small banks benefitting the most in the current economic environment and offers perspective on stocks he is watching. Dory ad...

Diane King Hall turns to three stocks all turning to the downside following Tuesday morning's earnings slate. Norwegian Cruise Line (NCLH) shares sank after the company missed on its report. Spotify (SPOT) also took a big hit even though it beat and showed signs of margin expansion. Shopify's (SHOP) in-line report didn't satisfy as investors appeared to check out of the stock. ========...

Leaders with Goldman Sachs (GS) and Morgan Stanley (MS) see a correction between 10% and 20% in the next one to two years, adding pressure to Tuesday morning's tech sell-off. Kevin Hincks makes the case that investors shouldn't fear due to the A.I. trade showing continuing strength. He also points to gold and Bitcoin's downside action adding to the case for volatility to take charge of markets yet...

Ben Sturgill believes the U.S. economy remains a stronghold despite facing a sea of uncertainty. He plans to stay long in tech with expectations volatility will cool. Ben sees promise in Amazon (AMZN) heading into the holiday season and Tesla (TSLA) for components not many investors are talking about. As for his undercard plays, Ben also explains his bullishness on CoreWeave (CRWV) and Qualcomm (Q...

Chris Versace sees the government shutdown impacting consumers more the longer it persists. He points to data suggesting Americans will have to pay $40 billion more as they face an uphill battle with tariffs. Chris makes the case that Costco (COST) will weather the storm. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslet...

AMD Inc. (AMD) reports earnings after Tuesday's closing bell. Can the chipmaker continue its rally that more than doubled the stock price in 2025? Rick Ducat gives investors an up-close look of his technical analysis in AMD's chart. Tom White tells traders "don't be a hero" when it comes to the options front. ======== Schwab Network ======== Empowering every investor and trad...

Norway's sovereign-wealth fund said it will not vote for Elon Musk's pay package, leading Tesla (TSLA) shares to slide to the downside. Charles Schwab's Ben Watson takes a look into Tesla's technicals and urges investors to "take the narrative" out of the company when examining levels. He explains how the stock shows a bullish "twin peak." ======== Schwab Networ...

CFRA's Cathy Siefert says investors are taking profits across the insurance space, putting pressure on related stocks. She saw something similar through American International Group (AIG) but considers the company a "name you got to own" in the industry. Cathy explains how "social inflation" plays a role in her thesis. She later talks about the lagging price action in Berks...

Stocks faced pressure Tuesday morning in an apparent tech-led sell-off. Kevin Green isn't raising the alarm, noting many tech names ran significantly higher and attributes the selling to profit-taking. He points to the SPX futures holding its 20-day SMA and expanding market breadth as other signals of strength. On the earnings front, Kevin explains why Palantir (PLTR) has sold off following st...