Schwab Network

“The high-end consumer’s going to drive the spend this holiday,” says Charlie O’Shea, citing anecdotal evidence of long lines even in the cold. The question is what will happen on the lower end, he adds. He covers the “arms race” of Amazon (AMZN) free shipping and its avoidance of brick-and-mortar vs Walmart (WMT) and Costco (COST). He thinks Target (TGT) is doing a good job despite “bumps in the...

LikeFolio's Landon Swan shows what he considers eye-opening statistics for Netflix (NFLX) interest from consumers compared to its competition. His firm's data found that HBO Max, Disney Plus and Paramount+ are seeing more interest from viewers, despite Netflix's NFL Christmas Day slate and its move into more live events. ======== Schwab Network ======== Empowering every investor and trader, every...

Dave Nicholson and Ali Mogharabi dive deep into Meta Platforms (META) and the company's substantial capital expenditure in A.I. They question whether the $75 billion investment will pay off and if Meta has overspent. They also compare Meta Platforms' A.I. strategy with Alphabet (GOOGL), highlighting their differing approaches and the competitive landscape of large language models. ========...

Today's Big 3 include Tesla (TSLA), Lululemon (LULU), and iShares Silver Trust ETF (SLV). Rick Ducat discusses the technical trends of these names, while TheoTrade's Don Kaufman gives further insight and discusses options trades. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trad...

Frances Katzen spotlights the housing market and a “slow trend of rebalance” into 2026. She thinks market demand and buyer decisiveness are “coming to terms” with higher mortgage rates. However, supply is still too tight. Frances gives her insight into the luxury New York real estate scene, saying people are playing the long game in NYC. ======== Schwab Network ======== Empowering every investor a...

Pete Najarian calls this market rally “the most hated” and explains why. Earnings have been the saving grace. He shares picks for next year, including financials, particularly Citibank (C), Alphabet (GOOGL), and Caterpillar (CAT). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, re...

Burt Flickinger makes a bullish case for Walmart (WMT), attributing its success to strong e-commerce growth and strategic investments. He highlights Walmart's dominance in both physical and online retail, positioning it as Amazon's (AMZN) primary competitor. Later, George Tsilis discusses an options strategy for Walmart. ======== Schwab Network ======== Empowering every investor and trader...

Marley Kayden discusses how Intel (INTC) shares dip after Reuters reports that Nvidia (NVDA) has halted testing of Intel's chip manufacturing process. Scott Bauer offers an options trade, and he argues that the market's muted reaction to the news suggests a buying opportunity, rather than a cause for concern. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Carley Garner explains what’s behind this week’s strength in crude oil, noting that “almost every year” crude oil generally sees its own Santa Claus rally as well. She sees resistance around $61 from a technical perspective and says the risk is to the downside. The season is “very ripe” for a big sell-off in the new year, she adds. Carley also covers the metal markets, where she warns about signif...

In Wednesday's shortened trading day, Kevin Green examines the weekly Jobless Claims and trends in the housing sector with the release of the MBA Mortgage Application data. Stocks hit new highs this week, setting up a possible continuation of the market rally into 2025. Green also flags possible concerns for markets next year, with rate cuts possibly being pulled back due to strong growth. ===...

Barry Knapp gives his outlook for rates in 2026 and explains how the Fed’s policies have affected housing affordability and inflation. It’s more than just rate decisions, he notes, their balance sheet has huge implications for the economy. He explains how relaxing banking regulations is key to the Fed’s plans. ======== Schwab Network ======== Empowering every investor and trader, every market day....

KB Home is downgraded by Raymond James, Lockheed Martin (LMT) and Boeing (BA) get expanded Pentagon contracts, and Apple CEO Tim Cook buys $3M of Nike (NKE) shares. Diane King Hall has the latest on each stock after the opening bell at the New York Stock Exchange. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - ht...

As stock exchanges begin the process of expanding trading hours, Jonathan Corpina of Median Equity Partners gives the pros and cons of markets moving to overnight trading, including liquidity, volatility and volume. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iO...

In Wednesday's half-day of trading, Kevin Hincks looks at the latest weekly Jobless Claims and MBA Mortgage Application data, and what it could mean for the overall economy. Gold and Silver futures continue to rally, while crude is rebounding as the U.S. sends more troops to the Caribbean in an escalation with Venezuela. ======== Schwab Network ======== Empowering every investor and trader, ev...

Shares of Intel (INTC) are falling after a Reuters report that Nvidia (NVDA) has stopped testing one of its new chips. Rick Ducat looks at the technical levels on the Intel chart after this year's big rally, and Tom White places an example trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabne...

While markets seem to have moved past the headlines that drove volatility early in 2025, the rallies in Gold and Silver show that there is reason for concern amid the broader market. Randy Carver says that a mid-term election year will lead to uncertainty that could spook markets, as seen in the market declines in 2018 and 2022, and more volatility is likely on the way. He sees cybersecurity as a...

A Santa Claus rally could be on the cards as the S&P 500 comes off its 38th all-time closing high of 2025. Kevin Green discusses the technical setup for stocks in the final days of trading in 2025, with resistance at 6920 and support at 6885. He also takes a look at Nike (NKE), which is higher after Apple CEO Tim Cook bought $3m of shares. ======== Schwab Network ======== Empowering every inve...

Investors are entering the holiday season with less tolerance for risk. Tsvetta Kaleynska from Rila Global is watching the latest developments at Walmart (WMT) as it expands its A.I. implementation and its expanding global ad business, and the latest consumer signals from Amazon (AMZN) show that consumers view it as a functional retailer. ======== Schwab Network ======== Empowering every investor...

Kevin Horner looks at the chart of Microsoft (MSFT) to close out the year, which has rallied over 15% in 2025. Horner examines the recent decline in the stock, with the $485 the key level in the short term, and the $500 level on the longer chart. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwor...

Marley Kayden and Jenny Horne discuss their takeaways for today. They discuss economic data, as well as gold and silver hitting new highs. They also note that the FDA approved a Wegovy weight loss pill. They then highlight that Bitcoin pulled back. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetw...

Len Tannenbaum discusses trends to watch in private credit. He discusses the fall in private credit and warning signs investors should watch out for. He says, "in the medium term [private credit] could be challenged." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Dow...

AAOI surged to a new 52-week high this week as demand for data centers continues. George Tsilis breaks down the company's growth in sales across. George Tsilis breaks down the company's different business segments and how its data center business is helping it grow sales 82% year-over-year. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

Needham thinks that Reddit (RDDT) is set to surge in 2026, putting a $300 price target as it added the stock to its "Conviction Buy" list. Rick Ducat analyzes the stock's recent performance and options data surrounding Reddit. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/...

With the Fed expected to cut rates at least once in 2026, Sam Reid from River Canyon discusses the role that structured credit can play in a portfolio, including strategies of long vs short duration strategies. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app...

The data disruption due to the government shutdown means that investors are uncertain on what data points the Fed will be factoring in and discounting according to Marta Norton of Empower. The biggest factor to watch will be the inflation picture, and Norton says that if inflation continues to fall, there could be more rate cuts than expected next year. Norton will be also watching at the slowdown...