Schwab Network

Likefolio’s Landon Swan calls it a “rough year” for Adobe (ADBE) ahead of its earnings report this afternoon. He thinks investors are worried about its position in AI competition, and says it “has to” jump on AI or its products will be outcompeted. He walks through some of their products and usage stats, but notes that its “bread and butter” Photoshop is easily replicated now. ======== Schwab Netw...

Bill Lee and Ben Ayers preview the FOMC announcement. Bill talks about Powell’s “lame duck” era and Ben calls division the “key word” for the Fed right now. Ben expects a cut, but not a complete consensus and thinks dissension will remain a theme in 2026; he also foresees more cuts as a “shadow Chair” puts pressure on the group. Bill looks at services inflation within the CPI, calling it the “stub...

Mark McClain, CEO of SailPoint (SAIL), talks about the company's latest earnings and recent successes. Cybersecurity's growing needs is a prime driver Mark points to accelerating business growth through identity security. When it comes to cybersecurity stock declines even on strong earnings, he believes investors and analysts are searching for "perfection." ======== Schwab Networ...

The market has "pent up volatility" ahead of the FOMC's interest rate decision, says TheoTrade's Don Kaufman. He warns investors to brace for big moves in the hours and days following the announcement. As for today's Big 3, Don is a bull when it comes to Exxon Mobil (XOM) but a bear on JPMorgan Chase (JPM) and the iShares 20+ Year Treasury Bond ETF (TLT). He offers example op...

Jeffrey Small expects the Fed’s hawkish tone to continue and says “there’s nothing to guarantee” we get a rate cut despite high odds in the market. He says Powell could be the “Christmas Grinch” for the third time in a row, bringing up that Fed announcements in the last few years hit December rallies. “I don’t think a quarter point cut is going to do much for the markets anyway,” he adds. He think...

Keith Kirkpatrick believes Adobe (ADBE) is making the right moves to bolster its platform for A.I. He says the company just needs more ties between the evolving tech and profit generation. Keith points to a partnership with OpenAI's ChatGPT as a step in the right direction. Tom White offers an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and t...

GE Vernova (GEV) surged more than 10% after Wednesday's opening bell backed by a slew of positive headlines for investors. Marley Kayden explains what's driving all of the optimism, from hiked guidance and dividends, to a share buyback program with more muscle. Those additions, paired with ties to powering the A.I. trade, are reasons Marley points to as reasons to watch GE Vernova. Prosper...

Kathy Jones with Charles Schwab talks about how the bond market is bracing for what many assume will be a hawkish interest rate cut Wednesday. She explains how "counterproductive" rate cut talks can lead to a later correction. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subs...

Ben Emons is looking forward to the dot plot after the FOMC announcement today. He thinks there could be one more cut in 2026 but says it is unclear from there. He notes the ECB is already finished with its rate-cutting cycle. Turning to jobs, he sees people coming back into the labor force, a “positive sign.” He also says there seems to be less stress overall in the labor market. Emons also discu...

It's business per usual for markets on Fed day, says Kevin Green. He turns to technical analysis to explain how the set-up into Wednesday's interest rate decision mirrors those seen prior. In the commodity space, KG talks about how commentary from the White House hit soybean pricing after the growing season already ended. Silver continues to rip amid a rise in "short covering" wh...

Bob Shea likes AI power infrastructure plays and says it has worked well over the last 2.5 years. He highlights GE Vernova (GEV) as an example and calls power infrastructure the “bottleneck” for the entire AI field. He also looks at healthcare and defense, both of which he thinks could continue to rise. Bob covers how real estate could be impacted by the upcoming midterm elections, and thinks it c...

The Fed's interest rate decision Wednesday afternoon will be crucial for the macro front, though Diane King Hall turns her attention to micro movers. She notes PepsiCo's (PEP) bullish hopes to boost sales and cut costs, leading JPMorgan to turn bullish on the stock. Palantir (PLTR) shares gained at the opening bell after securing a new contract with the U.S. Navy. Diane turns to a stock lo...

Brian Glenn previews the FOMC decision and what he’s watching, including dissension around the cut. He covers how mortgage rates could move after a 25 basis point cut. Turning to the dual mandate, he talks about the intersection of inflation and growth, and pitches “growing our way out” as a potential answer to U.S. debt. He also argues that AI isn’t a bubble, and why. He likes Meta Platforms (MET...

Markets are pricing in a hawkish interest rate cut from the Fed, says Kevin Hincks. He notes a two point climb in the VIX since the week began as the leading metric signaling that move. However, if the FOMC leans dovish, Kevin believes markets will make a 180 degree turn and rally on the session. Kevin adds that a move on interest rates will boost housing sentiment, noting a recent uptick in MBA m...

Overspending concerns surround the A.I. narrative plagued the trade in recent weeks, and Oracle (ORCL) was seen as a posterchild for that risk. The stock sold off 35% since hitting all-time highs after last quarter's earnings. Ahead of Wednesday's postmarket report, Rick Ducat highlights key levels for investors to watch while Tom White turns to the options front and offers an example trad...

"This is not a drill," says Erin Gibbs when talking about 2026 being "the year" for small and mid-cap stocks. She explains what makes the coming year different from past bullish expectations which experienced head fakes. Erin's top picks include Krystal Biotech (KRYS), Exelixis (EXEL), and Neurocrine (NBIX). ======== Schwab Network ======== Empowering every investor and tra...

Danielle DiMartino Booth (@DanielleDiMartinoBoothQI) takes investors through her Fed experience and expectations ahead of Wednesday's interest rate decision. She says she won't be surprised to see dissents on both sides of the committee as uncertainty for 2026's cutting path builds. Danielle later dives into inflation's lingering presence on the committee and why it's hard to b...

JPMorgan Chase (JPM) saw a steep sell-off after the banking giant said it expects expenses to rise to $105 billion in 2026. Rachel Dashiell takes investors through her key levels, including $290, which she says is a pivotal mark for JPMorgan Chase to hold. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sc...

Today will be all about the Fed commentary, says Kevin Green. With a 25bps interest rate cut priced into markets, he believes the FOMC's path forward will be the true focus of Wednesday's decision. He highlights how the dot plot and 2026 probabilities can help level off volatility. KG also turns to GE Vernova (GEV) issuing 2026 guidance and boosted share buybacks, rallying shares ahead of...

JOTLS and ADP weekly employment showed a little reprieve for what many consider a jobs market under pressure. It's expected to be a critical focus in Wednesday's interest rate decision from the FOMC. Marley Kayden and Sam vadas run through the numbers while previewing the meeting and a key A.I. earnings report in Oracle (ORCL). ======== Schwab Network ======== Empowering every investor and...

Mario Lagana discusses the current market consolidation of the S&P and NASDAQ. Mario points out the struggle of former leadership stocks like Meta Platforms (META), Microsoft (MSFT), NVIDIA (NVDA), and Amazon (AMZN) to surpass 50-day moving averages, indicating a shift in market leadership. He then presents new stock picks, including Lattice Semiconductor (LSCC), AppLovin (APP), Citigroup (C),...

Galaxy Digital (GLXY) nabbed Citizens as a new bull. The firm initiated coverage on the digital finance company with a market outperform rating and $60 price target as it shifts to A.I. infrastructure. George Tsilis notes it's the latest company to make the move from cryptocurrency mining to A.I. He also explains the bifurcation among analysts when it comes to Galaxy's business model. ====...

Citi raised its price target on Apple (AAPL) to $330 from $315 over bullish expectations for iPhone 17 sales. Rick Ducat notes the company's changing leadership and lagging stance in the A.I. race as two key topics for investors to consider moving forward. As for the chart, Rick points up an upwards wedge breaking to the downside as a bearish indicator. Options activity has also slowed on Tues...

Silviu Itescu, CEO of Mesoblast (MESO), discusses their stem cell work and their FDA-approved products. Their latest work is to treat acute graft vs host disease in children, and he says they’ve seen “terrific launch results.” He talks about gaining Medicaid coverage and adoption by private insurance plans. Silviu covers their future drug pipeline and how they are targeting heart disease and infla...

Janet Rilling expects the yield curve to continue to steepen into 2026 as the Fed holds down the front end and the market “controls the rest.” She reviews the bond market’s moves this year and how fixed income had “quite a good year.” However, she urges caution around some corporate credit segments and breaks down some of the AI capex. She’s finding opportunity in “global government bonds” creatin...