Schwab Network

Jed Ellerbroek previews CES 2026, focusing on robotics and health tech. He also sees defense as a bullish sector, highlighting Boeing (BA) and Transdigm (TDG), the latter being his favorite. While he doesn’t think that growth will happen at the same rate as 2025, he expects capex estimates to continue to increase. ======== Schwab Network ======== Empowering every investor and trader, every market...

It's a morning full of upgrades to start the first full trading week of 2026. Diane King Hall explains why analysts are turning bullish on Coinbase (COIN), IBM Corp. (IBM), and Costco (COST). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps...

Tim Quast warns about market concentration, saying investors should understand how it can affect market dips. It also changes how investors need to position their portfolios, he says. He compares weighting in the S&P 500 and how market cap factors into gains. Tim emphasizes that markets are being driven by arbitrage and explains why that matters. ======== Schwab Network ======== Empowering eve...

Nicolás Maduro's capture by the U.S. caught markets by surprise in the overnight hours ahead of 2026's first full trading week. Kevin Hincks explains why crude oil's tick higher in futures offers a signal to investors' long-term energy thesis. As "new money" enters markets for the new year, Kevin talks about how it contributes to the rallies in gold, silver, and Bitcoin....

Jack Janasiewicz isn't as optimistic on the Trump administration's "Big Beautiful Bill" as others. He suggests there are "plenty of things" that can offset a "boost to the consumer." As for labor, Jack sees a "no hire, no fire" jobs market holding a "goldilocks" scenario. However, a climb in firings will raise a "red flag" for mar...

IBM Corp. (IBM) got an upgrade from Jefferies to buy from hold, with the firm raising its price target to $360 from $300. Rick Ducat turns to stock trends and highlights IBM's recent struggle to break away from a bearish downturn. He explains the key levels shares need to break for bulls to regain control. Rick later highlights an example options trade for IBM. ======== Schwab Network ========...

While data centers have taken investor focus over recent months, Zeno Mercer believes many are missing the next leg of markets in robotics. He sees companies that "separate the physical and digital world" while using the best of both will become the "next" Mag 7. As for fears of an AI bubble, Zeno believes they should be cast aside with spending projected to increase in 2026. =...

Adobe's (ADBE) downward trend continues to start of 2026. Charles Schwab's Rachel Dashiell shows how bears keep clawing into the stock after Jefferies downgraded the stock to hold from buy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://ap...

Ben Emons offers his perspective on the U.S. capture of Venezuelan president Nicolás Maduro. He's surprised to see the risk-on reaction in markets prior to Monday's opening bell, adding that companies tied to crude oil will rally. Ben points to Chevron (CVX) as one of the biggest rally candidates. When it comes to global tensions, he explains the path ahead for the U.S. following its actio...

Jed Ellerbroek says it "feels kind of strange being optimistic" heading into the new year. He believes "decent" economic data and recent rate cuts will lead to the bull market's run continuing through 2026. Jed urges investors to watch the AI CapEx story, especially surrounding companies like Oracle (ORCL), CoreWeave (CRWV), and the Mag 7. He likes Microsoft (MSFT), Alphabe...

SK Hynix and Samsung pushed global markets higher, including many facets of the U.S. tech trade. Sam Vadas takes investors through the stories she sees as most important to 2026's first trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosur...

Shares of Sable Offshore Corp. (SOC) slipped nearly 50% year-over-year, but the stock started 2026 right with a 30% rally. George Tsilis talks about the court ruling that reignited a bull run for the energy company. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options...

Wayne Penello looks at the structure of the market to set up his long-short fund. “The real interesting segments” are the ones supporting AI, he says, highlighting uranium energy. He also notes shifting from digital currencies to metals like gold and silver. Everyone has “already anticipated a perfect scenario” in macro conditions but is underestimating economic growth, he argues. ======== Schwab...

Bob Lang shares his market outlook for 2026, anticipating a year of volatility and increased liquidity, driven by potential Federal Reserve rate cuts and a new round of quantitative easing. He foresees a positive year for markets, with mid to high single-digit returns. While the traditional Magnificent Seven may not lead the charge, new technology leaders like Micron Technology (MU), CrowdStrike (...

Brian Jacobsen is “reluctantly pessimistic” about the market outlook. He thinks the economy will do “really well” but thinks the market may have already priced that in. He’s looking to more defensive sectors, like healthcare and consumer staples. He questions what would happen if a surprise Fed Chair was nominated and discusses whether Powell will be able to stay on as a governor. ======== Schwab...

While Micron (MU) is the biggest storage memory chip company on Friday's trading headlines, Rick Ducat urges investors not to forget about Western Digital (WDC). He points to the company's key trends to keep in mind as it inches back toward all-time highs. Rick later turns to the options front and shows where traders are expecting the stock price to move next. ======== Schwab Network =====...

Patrick Mueller says markets are running on a "double espresso" shot, warning that a cooldown is in the cards for 2026. He still believes "tech is king," but he urges investors to diversify their portfolios, noting something like Nvidia (NVDA) not meeting earnings as a sharp catalyst to the downside. Patrick offers his advice on sectors to turn to, including utilities and finan...

Last year “was wild,” Jason Ware says, but he is “encouraged” by what he saw. “We’re still the most dynamic economy with the best economies in the world,” he argues, and doesn’t expect that to change in 2026. George Seay agrees, saying he is “constructive and optimistic,” but expects more choppiness and thinks it will be a “bigger lift” than last year for growth. ======== Schwab Network ======== E...

Ben Watson charts Apple (AAPL) after the stock gained nearly 9% to 2025. He says the stock is moving into the “slow lane” but isn’t breaking support or changing the trend overall. Momentum is “diverging bearishly,” but upcoming earnings could be a “game changer.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for...

Russell Hackmann sees curveballs lurking in private credit as he examines the market overall. “Thus far, it seems pretty contained,” he says, but compares conditions to 2007. He thinks the AI bubble narrative will “shift several times” this year, and market concentration is making it more difficult for retail investors. He anticipates volatility because of the concentration and high valuations. ==...

The lesson Austin Lyons says he will take away from 2025 is the deep ties AI has to the CapEx story. Companies like Nvidia (NVDA) and TSMC (TSM) are juggernauts he expects to benefit as AI spending accelerates in 2026. When it comes to growing TPU competition from Alphabet (GOOGL), he doesn't see it serving as a perfect substitute to Nvidia's GPUs. Austin later taps Apple's (AAPL) AI s...

While Andy Swan with LikeFolio notes asymmetrical risk in Tesla (TSLA) due to uncertainty in autonomous driving's future and CEO Elon Musk, he considers the company's outlook excellent. He compares the company's autonomous driving milage outpacing Alphabet's (GOOGL) Waymo as a bullish signal to Tesla's future narrative. Andy explains why the company's outlook is so critical...

Jeanette Gerretty and Chuck Lieberman break down the latest FOMC minutes and assess the rate cut path for 2026. Jeanette wonders what data the Fed will have by their upcoming meeting, with December employment numbers releasing next week and “sketchy” numbers around inflation. She thinks it will be tough for them to do anything but be on pause. Chuck finds parallels to Alan Greenspan’s tenure as Fe...

Najam Kidwai, CEO of C1 Fund, covers the outlook for crypto IPOs in 2026. He thinks 2025 was a “great year” for crypto, citing U.S. regulatory clarity and IPOs like Circle (CRCL) and Bullish (BLSH) that were “received well overall.” He thinks this will lead to a “stellar” 2026 and expects companies like Kraken and other popular names to come to market. Najam expects institutions and banks to move...

From memory and oil to space technology, Stocks To Trade's Tim Bohen turns to today's Big 3 that he expects to make headlines in 2026. He why Micron's (MU) demand, Exxon Mobil's (XOM) energy resilience, and Rocket Lab's (RKLB) clash in speculative and narrative trading make them stocks to watch. Rick Ducat backs Tim's points by examining bullish and bearish trends in the st...