Schwab Network

Ed Butowsky discusses the state of the Chinese economy, as well as China's evolution away from exporting to the U.S. He also talks about the health of China's domestic economy, and the biggest questions surrounding the Chinese economy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Befor...

The automobile and entertainment industries took Sam Vadas and Marley Kayden's attention on Monday's session. They explain the significance in the intensifying bidding war for Warner Bros. Discovery (WBD) between Netflix (NFLX) and Paramount Skydance (PSKY). They also touch on the S&P 500's newest addition: Carvana (CVNA). ======== Schwab Network ======== Empowering every investor...

EchoStar (SATS) rallied nearly 300% since the start of 2025. George Tsilis attributes much of that rally to SpaceX and its equity connection to the Elon Musk's private company. When turning to the company's assets, George waves warnings flags investors should be aware of. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are...

Warner Bros. Discovery (WBD) has taken over discussions surrounding entertainment stocks as Paramount Skydance (PSKY) throws a new bid into the acquisition ring against Netflix (NFLX). Rick Ducat talks about the "give back" in Paramount Skydance shares over recent months and Monday's rally attempting a reversal. He also turns to the elevated options activity following the latest bidd...

Wes Bolsen, CEO of CitroTech (CITR), talks about wildfire prevention and his company’s role in the industry. They use EPA-certified fire inhibitors to treat vegetation, wood and lumber and is one of only two publicly traded wildfire prevention and protection companies. CITR recently uplisted to the NYSE American. Wes explains how their products work and that it’s “safe for your pets, safe for your...

Verified Investing's Gareth Soloway isn't convinced Santa Claus is coming to the stock market. A Yen Carry Trade unwind is something he considers a real possibility, which will lead to a major selling event across markets. Gareth also sees the A.I. market being more fragile than many investors, pointing to concerns in circular A.I. spending and a lack of energy to power the evolving techno...

Juan Moreno thinks public markets look more overheated than private markets. Investors are “looking at a lot of the capex spending” and wondering what the ROI is, he argues. He discusses how to find winners in the tech environment, along with AI opportunities for healthcare and biotech. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks a...

Don Nesbitt looks ahead to the Fed press conference this week and to 4Q earnings season, which begins in about a month. He’s also noticing rotation within the market out of big tech. His stock picks include AbbVie (ABBV), as he likes healthcare overall and thinks it has good growth prospects. Another is Medtronic (MDT), which has a “well established moat” and “good earnings visibility.” Microsoft...

Sean Cudahy and Meghna Maharishi preview December’s holiday travel season. Sean notes that 2025 has been setting travel records all year and foresees a “prolonged busy period” for airports. He forecasts growing optimism in the air travel industry as they cut capacity and regain pricing power. Meghna notes that leisure travel is “taking off” as airlines invest more in premium customers, and expects...

Seema Shah dissects both bids for Warner Bros. Discovery (WBD). Netflix (NFLX) would get “deeper IP” and “tentpole content” they can use to expand audiences, merchandising, gaming, and more. “It would make them the behemoth,” she adds. For Paramount Skydance (PSKY), it would boost its viewership to levels rivaling Disney+ and help them grow. ======== Schwab Network ======== Empowering every invest...

Marvell (MRVL) sold off Monday over reports that Microsoft (MSFT) will tap Broadcom (AVGO) to create custom A.I. chips. Benchmark also downgraded the stock as it sees Amazon (AMZN) seeking another of Marvell's competitors for orders. Marley Kayden explains how fears of Marvell losing market share is nothing new, but instead adds to existing investor concerns. ======== Schwab Network ======== E...

Likefolio’s Andy Swan says it’s “clear that Carvana is the winner,” with data showing strong growth in visits. Meanwhile, CarMax (KMX) is falling; Andy says, “consumers are voting with their clicks, and it’s not even close.” While he thinks the stock could be overbought, he also sees substantial market share growth for CVNA ahead. ======== Schwab Network ======== Empowering every investor and trad...

Alphabet's (GOOGL) Gemini 3.0 poses what Shay Boloor considers a real risk to ChatGPT. He points to Google search backing Gemini as a cost-effective and intelligence-heavy moat for the A.I. model. Shay believes OpenAI needs to make extensive moves into horizontal SaaS to compete. Tom Essaye makes the case that Gemini is "leap frogging" ChatGPT. He adds that companies first to the sce...

Dan Rayburn breaks down the assets Netflix (NFLX) would gain from their Warner Bros. Discovery (WBD) deal and how long the deal could take to close. “The most important thing to remember…this is a long way from being done,” he cautions, including worries about antitrust scrutiny from the government. Dan discusses how metrics around viewership are measured vary widely, which makes the picture murki...

Aquiles Larrea makes the case for a 7,400 SPX being in the crosshairs into 2026 with the tech trade bolstering index strength. He highlights Alphabet's (GOOGL) A.I. chip and tech diversification play, Critical Metals (CRML) as a "risk capital" stock, and SoFi Technologies (SOFI) as an undervalued fintech company. Rick Ducat takes investors through his key levels paired with bearish a...

Jim Iuorio sees risks in Powell’s comments after the Fed decision, but at the end of the day, believes the market is “still fine.” Jim thinks AI will be a “headwind to runaway inflation” and argues it is also behind weakness in the labor market. He discusses the “debasement trade” and why he’s not giving up on it yet. Jim digs into the K-shaped economy, and notes the rare divergence between equity...

The Fed's interest rate decision will be crucial for markets this week, says Kevin Hincks, as he notes the anticipation building around what's expected to be a 25bps interest rate cut. He points to the possibility of quantitative easing into 2026 as another catalyst to watch. As far as earnings go, Kevin expects Oracle (ORCL) and Broadcom (AVGO) to be the most important to markets. He also...

Marley Kayden covers price target changes for Apple (AAPL), including a note from Dan Ives, a noted tech bull. He argues that 2026 will be the year that Apple “finally enters the race” and expects a strong holiday season. Stephen “Sarge” Guilfoyle shows an example options trade, using technical analysis and demonstrating a bull call spread. ======== Schwab Network ======== Empowering every investo...

James Demmert calls Toll Brothers (TOL) "best of the group" in homebuilders. He highlights what makes the company different from peers like D.R. Horton (DHI). While James doesn't currently like homebuilders as a group, he makes the case for the FOMC's interest rate decision to change that. Tom White offers an example options trade for Toll Brothers. ======== Schwab Network ======...

Cooper Howard with Charles Schwab says he "won't be surprised" to see dispersion in December's FOMC meeting. He explains how a divide among Fed governors will complicate the interest rate picture into 2026. Cooper turns to the bond market to highlight how investors are pricing in concerns over the next Fed Chair. ======== Schwab Network ======== Empowering every investor and trad...

“It’s a given” that the Fed will cut this week, says Jay Pelosky, but thinks the bond market is beginning to signal concerns about Fed independence. Because of the global AI race, Jay thinks opportunities are in countries that recognize the changing environment and are focusing on electricity. He thinks long-duration bonds are unattractive, while commodities present opportunities. Jay also discuss...

There's a lot on the docket for this week, but Kevin Green says he "won't be surprised" to see SPX compression before the Fed's interest rate decision on Wednesday. However, it could set the stage for a Santa Claus rally to close 2025. On the A.I. trade, KG notes Marvell's (MRVL) steep selling action as Microsoft (MSFT) eyes Broadcom (AVGO) for custom chip orders. Broadco...

Nitin Sacheti thinks tech is “still interesting” and we have time before a potential bubble problem. “We’re starting to see sort of a dispersion” in the tech sector between the winners and the losers, he argues. Nitin explains his tech strategy, focusing on fiber optic cables and data networks and describing his hedging moves. ======== Schwab Network ======== Empowering every investor and trader,...

IBM Corp. (IBM) is stepping up its standing in the A.I. race through a new acquisition. Diane King Hall explains how its $11 billion purchase of Confluent (CFLT) aims to up IBM's positioning in the evolving tech landscape. Morgan Stanley downgraded Tesla (TSLA) as it sees its non-auto catalysts priced into the stock. On the retail space, Diane talks about Truist's upgrade on Five Below (FI...

Jay Hatfield has an 8,000 target for the SPX next year based on earnings growth projections. He tells investors to choose their stocks carefully, and shares some of his own picks. Including KKR & Co. (KKR) and Apollo Global (APO). He notes that both were not exposed to bank woes earlier this year, and expects strong growth. Jay also likes Marvell (MRVL) and Amazon (AMZN). ======== Schwab Netwo...