Schwab Network

William Lee and Rick Pederson discuss the U.S. economic outlook. Lee notes strong GDP productivity, a weakening labor market, and Fed policy risk. Pedersen highlights that core inflation is elevated and fewer fed cuts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...

Charles Schwab's Kevin Horner looks at today's technical trends. He discusses the S&P 500 (SPX), Broadcom (AVGO), and On Holding (ONON). ======== 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.apple.com/us/app/schwab-network/id1460719185 D...

Inflation is becoming less of a concern in recent data and shows that there is resilience in the economy headed into 2026 according to Ted Thatcher from Bright Lake Wealth Management. Thatcher thinks that we have seen the worst impacts of the tariffs and that the government shutdown will not have long-term impacts on the direction of the Fed and the economy. ======== Schwab Network ======== Empowe...

A steepening yield curve shows that the Fed's shift to focusing on employment rather than inflation may be premature, according to Dean Smith from FolioBeyond. Smith thinks that there are opportunities in the credit market in 206, with a still strong economy, and that spreads will begin to widen. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options i...

After underperforming for much of 2025, Hollywood is seeing strong holiday box office results with the release of Zootopia 2, Avatar: Fire and Ash and Wicked: For Good, according to Seth Schachner from StratAmericas. In addition to the recent box office buzz, Seth examines the latest on the bidding war between Netflix (NFLX) and Paramount Skydance (PSKY) for Warner Bros. Discovery (WBD). ========...

Sucharita Kodali and Owen Carr dissect the U.S. consumer landscape, noting a peculiar divergence: declining confidence juxtaposed with robust spending. They observe a shift towards lower-priced goods, especially in e-commerce, while "buy now, pay later" schemes see explosive growth. Both eye 2026, with Carr predicting a strong start despite underlying concerns about deferred payments, an...

Aquiles Larrea outlines sectors to avoid and those poised for growth in 2026. He expects continued resistance in retail and homebuilders, citing tariffs and immigration policies. Conversely, he sees significant opportunity in technology beyond A.I., specifically in cloud storage, commercial properties, and the energy sector, particularly nuclear power, to support burgeoning tech infrastructure. ==...

Jessica Inskip, Director of Research at StockBrokers.com, sees continued opportunities in the technology sector. She believes the A.I. trend is far from over in 2026, highlighting key beneficiaries such as Meta, which may sustain an uptick in ad growth, and Alphabet, where integrating A.I. into search is enhancing the user experience rather than replacing it. ======== Schwab Network ======== Empow...

David Stryzewski shares his 2025 market takeaways, noting that the S&P 500's 20-25% gain made it an incredible year. He also discusses the growing demand for silver, projecting that it will reach $100 by the end of 2026. David also predicts that gold could hit $5,000 or $6,000, driven by the increasing global need for precious metals in new technologies such as AI and electric vehicles. Lo...

Datavault AI CEO Nathaniel Bradley breaks down Palantir (PLTR), which has recently garnered attention for its U.S. military partnerships, including a $448 million deal with the U.S. Navy and a $10 billion agreement with the U.S. Army. Bradley highlights Palantir's AI platform, which has led to scrutiny in Europe, but also its partnership with Nvidia (NVDA). George Tsilis later offers a neutral...

Tesla (TSLA) stock soared over 20% in 2025, reaching new highs. Marley Kayden highlights a raised price target from Canaccord Genuity, despite a reduced Q4 delivery outlook, noting the market's focus beyond near-term challenges. Tim Biggam offers a "cautiously bearish" perspective, and demonstrates an example trade. ======== Schwab Network ======== Empowering every investor and trade...

Collin Martin notes the U.S. economy's remarkable strength, driven by robust consumer spending and defying earlier expectations of a cooling labor market. He suggests this resilience gives the Federal Reserve more leeway for patience. He cautions that while corporate fundamentals appear strong, leading to tight credit spreads, the risk-reward for certain corporate bond investments, particularl...

Roy Behren details the record-breaking year for mergers and acquisitions, driven by a business-friendly U.S. administration, lower interest rates, and the rise of private credit. He discusses the shift from private to public markets and the increasing cross-border M&A activity. Roy also highlights major deals involving Netflix (NFLX), Paramount Skydance (PSKY), Electronic Arts (EA), CyberArk (...

The delayed 3Q GDP report showed growth above 4%, which combined with inflation concerns could mean less Fed rate cuts than investors are expecting in 2026, pushing yields higher on Tuesday. Kevin Green examines the top stories in today's session, including gold, silver and copper making new highs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

Defense stocks are in focus as the Trump administration announces a new class of ships, which is moving Huntington Ingalls (HII) higher in Wednesday trading, Needham names Reddit (RDDT) as its top 2026 pick, and Wells Fargo gets bullish on metals names, including Alcoa (AA) and Freeport McMoran (FCX). Diane King Hall breaks down the biggest movers to begin the trading day. ======== Schwab Network...

The gains in markets will expand beyond the Mag 7 in 2026 according to Chris McMahon of Aquinas Wealth Advisors. Interest rates cuts could help boost the consumer's outlook, the housing market and health care. In the tech space, McMahon sees Palo Alto rallying as its a one-stop shop and uniquely positioned in the tech space. ======== Schwab Network ======== Empowering every investor and trader...

The adaptation of A.I. has just begun heading into 2026 according to David Nelson, as more companies learn to use A.I. as part of their daily business and adapt their models to take advantage of cost savings, according to David Nelson. He thinks that Salesforce (CRM) will be able to take advantage of companies looking to expand their use of A.I. He also thinks that Alphabet's (GOOGL) Gemini ha...

Futures are muted ahead of Wednesday's open as the market digests GDP and other delayed reports after the government shutdown. Kevin Hincks examines why the VIX is at a 1-year low, while gold and silver rally to new all-time highs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before tradin...

The U.S. government is investigating if Nvidia (NVDA) chips are being smuggled into China through Singapore. Rick Ducat shows how the world's most valuable company has actually underperformed most of its competitors and places an example trade heading into 2026. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable f...

The debate between market bulls and bears continues over if we are experiencing an A.I. bubble, and David Lundgren gives some historical context on how investors can navigate the current market. Lundgren says its best to be long companies that are rapidly adapting to the new economic environment, and to go short on those companies that are over-levered and ahead of their skis on innovation. ======...

Rachel Dashiell examines the chart of Meta Platforms (META), which has gained 13% in 2025. In the short term, the stock has fallen from the all-time high near $800, and sees support at the $680 level on the long-term chart ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the O...

Matt Tuttle says that the shift in U.S. foreign policy priorities provides different opportunities to invest in the defense sector. Tuttle likes European defense stocks, as the U.K. and E.U. ramp up domestic production. In the U.S., companies on the cutting edge of technological breakthroughs like Palantir (PLTR) and companies developing drone technology and focusing on space investments. ========...

In the final full trading day before the Christmas holiday, Kevin Green discusses why volatility has fallen to its lowest level since December of 2024, and what it means for markets to close the year. Gold and Silver's epic 2025 continues, as both metals hit new all-time highs ahead of Tuesday's open. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Eddie Ghabour anticipates a year-end Santa Claus rally driven by money managers attempting to catch up with indices. He expects a rotation out of overbought tech stocks to continue in the first quarter of next year, preferring economically sensitive sectors like financials, industrials, and small caps. Ghabour identifies Apple (AAPL) as a defensive tech play due to lowered expectations and strong...

Jenny Horne joins Marley Kayden for Monday's final takeaways of the session. They discuss Oracle's (ORCL) growing importance to the tech trade and why space stocks like Rocket Lab (RKLB) have soared recently. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the i...