Schwab Network

Michael Landsberg discusses how the government shutdown could impact the release of economic data – and thus hit the Fed’s decision making. He talks about the potential of lower rates throwing “gasoline on the fire” of a market that’s already doing well. “The positioning of most people on Wall Street” is negative, he argues, meaning that retail investors could have an opportunity within the Mag 7...

Odeta Kushi and Eric Winograd break down the housing market and the most recent housing data. Eric sees an oversupply of new homes but a “frozen” market for existing homes, with mortgage rates leaving a lot of houses “locked up.” Odeta argues that homebuilders have ways of reducing prices that make them more successful, but says that might not last as pressures continue. ======== Schwab Network ==...

An eye-watering run higher from chipmaker Wolfspeed (WOLF) captured market attention as the company undergoes an extensive restructuring. George Tsilis talks about the exit from Chapter 11 bankruptcy that started the rally. However, George breaks down the math behind the action which explains why investors didn't actually get all of those gains. ======== Schwab Network ======== Empowering ever...

Adam Stettner believes the cannabis industry is primed for growth acceleration but faces critical roadblocks from D.C. Optimism was sparked after President Trump made a social media post that endorsed CBD use for seniors. Adam talks about the state and federal challenges for cannabis as the steps companies need to take ahead of potential legalization. ======== Schwab Network ======== Empowering ev...

Likefolio’s Andy Swan shares consumer sentiment data on Nike (NKE) ahead of its postmarket earnings. “Nike executives like to claim that a turnaround is underway, but our data just doesn’t show that,” he says. Web visits continue to slide along with the stock price. Andy also looks at upstart competitors capturing the market and gives his expectations for the quarterly earnings. ======== Schwab Ne...

Joe Cavatoni and Max Baecker discuss the gold rally. Joe continues to expect gold to rise, premised on an “undercurrent” of demand from central banks and more interest from retail investors, particularly in Asia. “There’s really nothing that’s going to stop it from here,” Max agrees, looking at how possible Fed moves would all be bullish for gold. ======== Schwab Network ======== Empowering every...

Colin Symons covers the ramifications of a government shutdown and expects a deal “next week.” He calls the issue “political theater” over healthcare and says the “big thing” to note is that the market saw strong gains during and after the 2018 shutdown. He has “modest” concerns about an AI bubble and thinks there are “easier places to invest right now,” including crypto. He likes Bullish (BLSH) a...

Yogesh Gupta, CEO of Progress Software (PRGS), breaks down their latest quarter. Progress Software is “a leader in AI infrastructure software” serving businesses worldwide. “We deliver products that make AI trustworthy, easy-to-use, [and] practical.” He notes that they raised guidance in the latest quarter and said the solid results were backed by AI project demand. ======== Schwab Network =======...

Jessica Inskip points to three stocks that she expects will benefit from emerging market trends. She points to American Express (AXP) gaining traction from high-end consumers, CME Group (CME) growing from the rise of blockchain and tokenization, and Spotify (SPOT) continuing to gain dominance in the streaming space. Rick Ducat shows the key levels investors should watch in all three names. =======...

Morningstar's David Swartz expects Nike (NKE) will need to show how it jumped over several hurdles over the last quarter. However, he expects financials to improve both in the U.S. and international markets, including China. David explains why he sees Nike stumbling now so it can leap over hurdles in the current quarter. Tom White turns to the options front for the stock. ======== Schwab Netwo...

Today's Charles Schwab Big Picture panel talks investors through what to brace for in an expected government shutdown at midnight. Mike Townsend says a shutdown period of seven to ten days will lead to substantial impact, pointing to destability in jobs and the stock market. He adds that bond markets have flashed signals of government dysfunction concerns. Nate Peterson doesn't expect the...

Canaccord held its buy rating on Tesla (TSLA) and raised its price target, saying it expects the EV giant to have an increase in vehicle deliveries across 30 countries. Jenny Horne talks about how the firm's focus on the present differs from analysts eyeing Tesla's futuristic plays in A.I. and autonomous driving. Tim Biggam offers an example options trade for the Mag 7 stock. ======== Schw...

Kevin Green runs through a slew of data that hit the wire a half-hour after markets opened. He notes a pullback in consumer confidence but points to a "goldilocks" JOLTS report showing a stabilizing jobs picture. However, Kevin says Friday's expected jobs report will be the most important piece to the labor puzzle, which remain in jeopardy due to a looming government shutdown. ======...

Tsvetta Kaleynska analyzes what consumers say online, noting a “fragile” spending situation. While data is showing lower inflation, “consumers feel the pinch on a daily basis” and doubt the data as their day is “getting harder and harder.” Tsvetta also discusses energy and gas prices for consumers, along with shelter, which has “been fueling consumer anxiety.” Food costs are “rising in general” wi...

Sam Stovall reviews the September trading season, noting that while historically, September is the worst month of the year, indices ended positive. He doesn’t think good performance in traditionally weaker months like April and September will “steal from Santa” into the end of 2025. He expects Fed rate cuts in October and December and anticipates corporate profits continuing to outperform. Sam als...

Wolfspeed (WOLF) surged to the upside after avoiding Chapter 11 bankruptcy. Diane King Hall talks about the stock's volatile history and how A.I. hopes added to the company's stunning rally. Goldman Sachs tuned down its bullishness on Spotify (SPOT) through a downgrade from buy to neutral. Diane notes a similar analyst move seen in Oklo Inc. (OKLO) from BofA. ======== Schwab Network ======...

Jeff Mulhenkamp covers the bull runs for AI and gold and what they say about market conditions. “Everything else is a little bit mixed,” he notes, pointing to weak cyclical stocks, and argues that AI spending has actually kept the market out of recession. Jeff discusses how he evaluates companies for his fund and shares some of his picks, including Microchip (MCHP), Royal Gold (RGLD), and Celanese...

Possibilities of a government shutdown ticked higher in the final hours before Congress's U.S. funding deadline. Kevin Hincks tells investors not to stress, making the point that markets haven't been heavily affected on a historic basis. However, crucial jobs data set to come out later this week will be. Kevin later turns to Tuesday morning's Case-Shiller home price index report. =====...

Rick Ducat laces up and looks at the Nike (NKE) chart ahead of earnings. On a 5-year chart, he shows the underperformance seen in the athletic-wear company compared to the broader market. However, on the 1-year chart he shows some stabilization taking place but says share prices have dipped below several moving averages. Rick adds the RSI momentum study shows a "long road back to bullish terr...

Noah Yosif discusses his expectations for the August JOLTS report, which may be the last data point on the job market before a potential government shutdown. He believes job openings, hires, and quits will likely remain flat, as employers continue to take a wait-and-see approach due to uncertainty over interest rates and the economy. Noah notes that the Federal Reserve's recent rate cut may no...

"We're in the camp that earnings are going to come down this quarter," says Zach Warring. He joins Morning Movers to preview Nike (NKE) earnings and adds "there's not a lot of room for downside." He likes what the company is doing with sports and points to the Skims partnership as another initiative underway. Zach chimes in on the tariff headwinds facing the company, sa...

Brett Crowther powers up the chart for Oklo (OKLO) to break down the technical trends taking place in the nuclear energy stock. On the 5-day chart, he says the stock is flattening out a bit, but on the 3-month timeframe he shows how significant its rally has been. Brett points to the $106 level as an area of support after falling from $144 highs. He highlights the 50% retracement and 50% projectio...

Kevin Green expects a "cautiously optimistic" finish to the year for the market, despite potential pain points on the horizon, including a government shutdown and earnings season. KG notes that a short shutdown would likely be shrugged off by the market, but a longer one could have broader economic implications. He also points to the strength in technology stocks, particularly in the A.I...

Eddie Ghabour continues to maintain a bullish outlook on the stock market. He says many institutional investors remain on the sidelines and will ignite strong buying action once they enter equities. Eddie believes markets can rally another 20% toward the end of 2026. He also continues to pound the table on small cap stocks, which he sees rallying into the first quarter of 2026. ======== Schwab Net...

The trading week started with up arrows even with the threat of a government shutdown looming. Nvidia (NVDA) carried a lot of the momentum thanks to a rally powered by a price target hike from Jefferies. Electronic Arts (EA) also rallied strong, as it will see the largest leveraged buyout in history. Carnival (CCL) originally started the day with gains before selling off despite posting strong ear...