Schwab Network

David Schulhof, head of the MUSQ Global Music Industry Index ETF (MUSQ), calls 2025 a blockbuster year for the music industry. He labels it the year of "music on steroids," noting explosive streaming growth with companies like Spotify (SPOT) taking advantage through incremental price increases for its services. David explains how his ETF takes advantage of that streaming growth, which in...

Brian Kessens talks about the impact he sees for energy markets after the U.S. captured Venezuela's president. He believes electricity will be paramount to the future of energy, calling electricity "new oil." Brian later notes the increase in natural gas and weather's role in spiking prices. ======== Schwab Network ======== Empowering every investor and trader, every market day....

With Venezuela headlines spiking oil volatility, Jim Bianco (@BiancoResearch) explains why he sees prices ticking higher. He offers a global take on pricing by looking to China and the role it plays in uncertainty. Jim then explains how all of this affects the bond markets. As for the Trump administration, Jim believes its focus lies in the 10-year yield. ======== Schwab Network ======== Empowerin...

As a part of its internet stock analytical rebalancing, Wolfe Research downgraded Shopify (SHOP) to peer perform from outperform. That said, Rick Ducat notes the stock has done well over the past year, but points out shares struggled to break through a downward ceiling. He turns to other bearish and bullish trends in the stock and offers an example options trade. ======== Schwab Network ======== E...

Palantir (PLTR) has been locked in a trading range since the summer, though Truist sees promise in forward momentum after initiating coverage with a buy rating and $223 price target. @CharlesSchwab's Ben Watson shows how the stock is "squeezing" its recent price action short-term. He then highlights the long-term oscillation and shows where a breakout or breakdown can occur. ========...

Carley Garner believes the market "got it right this time" by pricing crude oil futures higher following the U.S. capture of Venezuelan president Nicolás Maduro. That said, she tells investors don't be surprised to see a "vacuum" in price action if crude stays below $65. Matt Maley tilts bullish when it comes to companies tied to the oil trade. He argues crude oil doesn&#39...

Michele Schneider with MarketGuage explains the themes she's watching in what she calls a "fire horse" market this year. She likes robotics, biotech and crypto heading into 2026 and has an eye on small caps. However, Michele urges investors watch for persistent inflation and price impact on everyday goods as a test against American consumers. ======== Schwab Network ======== Empowering every inves...

The first full trading week of 2026 started with more volatility than investors expected after the U.S. took Venezuela's president into custody over the weekend. Oil was the biggest mover of Monday's session, though Marley Kayden and Sam Vadas also turn to other key trades of the day, from Bitcoin to AI memory chip stocks like Micron (MU) and Western Digital (WDC). ======== Schwab Network...

Staci Warden, CEO of Algorand Foundation, projects significant growth for crypto in 2026, anticipating ETF inflows and stablecoin expansion to mirror or exceed 2025's figures. She emphasizes crypto's evolving role as financial infrastructure, increasingly tied to traditional finance and macroeconomic factors like interest rates and liquidity. Warden also highlights the critical need for cl...

Mizuho's Nitin Kumar sheds light on Venezuela's evolving role in the global oil market. He details the potential for increased output, particularly in the near term for refiners like Valero Energy (VLO) and PBF Energy (PBF), and the strategic importance of Chevron (CVX). Nitin also weighs the long-term implications for U.S. shale producers and the broader geopolitical landscape of oil. ===...

CoreWeave (CRWV) started off Monday's session stronger after DA Davidson moved from the bear camp to a neutral one. However, shares lost steam and reversed down during the day. Rick Ducat notes the stock still outperformed the SPX significantly in 2025, but fell short of outperformance in peers like Nebius (NBIS) and Applied Digital (APLD). He turns to key levels to watch and options activity...

Scott Ladner lays out his big picture themes for 2026, arguing for small and mid cap financials will rise on the back of deregulation. He also likes electricity and utilities that support AI infrastructure. He believes AI will create jobs but says speed and timing could create “confusion” within the job market. He argues that the U.S.’s moves around Venezuela are “irrelevant” to the market narrati...

Mark Zandi thinks we could see three rate cuts in the first half of 2026, citing pressure on the Fed from the job market. Who the new Fed Chair is will “matter a lot,” he adds, and Powell could potentially be a wild card if he stays on as a Fed governor after his term as chair expires. He says investors should watch the bond market for signals around the interest rate path. ======== Schwab Network...

Don Burnette, CEO of Kodiak AI (KDK), returns to the Watch List to discuss the company's partnership with Bosch to scale its driverless truck fleet. While physical AI will take time to develop, Don expects this partnership to accelerate the process for autonomous driving. He explains how Kodiak trained its AI on 3 million miles of road to increase the safety and reliability of these trucks. &q...

The latest Charles Schwab STAX report took a downturn for the first time since May. Joe Mazzola expects portfolio rebalancing and end-of-year selling contributing to the down month. However, while companies like Tesla (TSLA) and Palantir (PLTR) saw stronger outflows, Alphabet (GOOGL) and Netflix (NFLX) saw more inflows. Joe later tackles why Gen X investors continue to take more risk compared to o...

“The Fed will need to become more aggressive” to counter a deteriorating labor picture, argues Michael Goosay. He has two rate cuts priced in now and calls that the “minimum” for this year. He thinks those two could even come in the first half of the year. Michael also discusses how a new Fed Chair may change its overall policy. He explains his bull case for the fixed income market in 2026. ======...

Whether airline fares will go up in 2026 depends on how successful their “extra perks” are in gaining revenue, says David Clement. He sees risk to the premium traveler, which has been supporting the sector, if there is an economic downturn. Price-conscious consumers could also feel left behind. David discusses the shortage of air traffic controllers, saying gains in employees will be “gradual” and...

There's nothing wrong with second place, says LikeFolio's Landon Swan. His firm's data shows year-over-year web visits for AMD Inc. (AMD) coming toe-to-toe with Nvidia (NVDA). While Nvidia's dominance is set to continue in the new year, Landon likes AMD's potential to catch up as the company moves to full stack AI integration. ======== Schwab Network ======== Empowering every i...

Dave Mazza with Roundhill Investments returns to Next Gen Investing to explain the latest developments he sees in the meme stock trade. He says these retail traders have matured by learning more about stock fundamentals and the market to make decisions they see as under the radar opportunities. Dave later explains how Mag 7 giant Tesla (TSLA) plays a role in the current meme trade. ======== Schwab...

Nice Ltd.'s (NICE) chief AI officer, Philipp Heltewig, offers investors his perspective in the tech industry to explain AI's evolution. He says AI agents still require oversight despite their usefulness in software firms. Philipp compares AI to a "new user interface" instead of a "silver bullet" to the tech industry. ======== Schwab Network ======== Empowering every inv...

Joanne Bianco gives her key takeaways from trading in 2025, focusing on fixed income. She thinks that the bond market will continue to act as a stabilizer in 2026, arguing that U.S. economic resilience is boosting corporate earnings, which in turn is boosting corporate bonds. Joanne covers the world of fixed-income ETFs and why traders might be interested in using them. ======== Schwab Network ===...

With energy stocks in focus for Monday's trading session, Prosper Trading Academy's Charles Moon offers a bullish perspective on Oklo Inc. (OKLO) as bullish momentum reenergizes the stock. He notes a potential reversal to the upside in Costco (COST) and Affirm's (AFRM) rallying pushing shares higher. Charles provides example options trades while Rick Ducat offers his technical expertis...

Jay Pelosky digs into Venezuelan oil, noting that it is some of the most expensive in the world. He thinks China, its biggest customer, will continue to invest in renewables and sees value in its electrification and AI implementation. He says the U.S. going after Venezuelan oil shows the “gap in strategic thinking” between the two superpowers, with China setting up to win. ======== Schwab Network...

Marley Kayden covers Coinbase’s (COIN) upgrade from Goldman Sachs, which argues that it is at an attractive entry point and calls it a best-in-class play for the crypto infrastructure growth. Charles Moon provides an example options trade on the name. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investor...

Charles Schwab's Collin Martin explains moves in the bond market following headlines surrounding Venezuela and a contractionary ISM manufacturing print. He calls the ISM number "disappointing," but calls Wednesday's upcoming ISM services number more important. Collin also discusses the other jobs and inflation prints to watch later this week. ======== Schwab Network ======== Empo...