Schwab Network

WhiteFiber (WYFI) CEO Sam Tabar says the demand for A.I. buildout is "very real," adding that the A.I. stock sell-offs are far overdone. He attributes the slowdown to a struggle to find power, a headwind he sees persisting for data centers. Sam also explains WhiteFiber's role in the A.I. buildout and the company's long-standing relationship with Nvidia (NVDA). ======== Schwab Net...

David Wagner argues the current market pullback could be a signal that it’s going to climb higher. “The path of least resistance continues to be up,” he says, “the key tenets of the market continue to remain.” David likes Nvidia (NVDA), anticipating a beat and raise on its earnings next week, Progressive (PGR), a “contrarian call,” making the bull argument for the insurance stock. ======== Schwab...

Sell off pressure is coming for tech this week, with Softbank selling out of Nvidia (NVDA), Michael Burry shorting tech, and fears around an AI bubble. David Dietze covers the fears roiling the market and says all eyes are on Nvidia (NVDA) earnings next week. If they miss, or they don’t beat the “whisper numbers” of the market, he thinks the whole market could sell off. “What scares me is the epic...

On the heels of Coinbase's (COIN) decision to reincorporate to Texas, George Tsilis examines the crypto-company's business model and latest earnings report. He walks through the competitive landscape for Coinbase and the headwinds facing crypto investors. George also discusses the technicals on the COIN chart, highlighting its relative underperformance to the S&P 500 (SPX) so far in 20...

Steven Orrell talks about everything surrounding the gold trade. He notes gold's recent slide from all-time highs but sees the metal recapturing records as central banks continue to accumulate. Steven offers his investment strategies for retail investors, from buying gold outright to using gold miners as leverage. He compares the asset to its sister in silver and evolving assets like Bitcoin....

Tech took a beating this week but a lot of stocks rebounded into Friday to close the trading week. One asset that did not recover: Bitcoin, as the cryptocurrency remained below $100,000. Marley Kayden and Sam Vadas talk about the price action and other unsung headlines surrounding the trading day, from Fed speaker commentary to the bidding war for Warner Bros. Discovery (WBD). ======== Schwab Netw...

David McAlvany provides an in-depth look at the metals market, discussing gold and silver price predictions. He notes that gold is up over 55% and silver is up 73% year-to-date. He attributes gold's ascent to central bank buying. He also projects silver will reach $65 by Q1 2026 and could flirt with triple digits in the next 2 to 3 years. ======== Schwab Network ======== Empowering every inves...

Topgolf Callaway Brands (MODG) could be sold to Leonard Green, according to reports. News of the tentative acquisition sent shares rallying on Friday's session. George Tsilis considers the headline one that was needed for sentiment surrounding Topgolf. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sc...

DoorDash (DASH) rallied on Friday but saw a staggering sell-off just a week prior following its earnings report. Rick Ducat shows a possible floor forming after the stock hit the brakes post-earnings. On the options front, he notes traders' wider view of the stock when pairing options activity to technicals. ======== Schwab Network ======== Empowering every investor and trader, every market da...

Ed Meyercord, CEO of Extreme Networks (EXTR), explains how the company is taking advantage of the AI revolution and walks through their latest earnings. Extreme Networks provides internet in large areas like stadiums, malls, and even the NYSE. He discusses the competitive nature of the field and how a relatively small company is finding its way vs competitors like Cisco Systems (CSCO). “We’re the...

Eric Lascelles thinks the U.S. economy is in “slight decline,” which leaves rate cuts on the table for the Fed in December. He’s looking forward to September payrolls data at the end of next week. He discusses the scattered Dot Plot and disagreements within the Fed on the rate path as conflicting signals bounce around. He also talks about the potential impact of the government shutdown on the upco...

Lisa Martin sees data centers powering a "global infrastructure wave" for the coming years. While she notes short-term headwinds, Lisa sees the A.I. trade "maturing" that will level trade volatility and create a strong foundation for tech growth. Mark Gibbens believes the largest bottleneck to the buildout will be power but sees an A.I. "super cycle" forming once logi...

Ann Marie Jonkman explains consumer expectations for the holiday shopping season. She says speedy, timely delivery is critically important, and consumers are shifting to shopping earlier to make sure everything arrives on time. Other concerns include sustainability and avoiding shipping fees. She says AI can help increase customer satisfaction by being able to predict demand and keep supply steady...

Bitcoin has taken a beaten with its price action in recent weeks, though the cryptocurrency remains 50% above levels prior to the 2024 presidential election. Bitcoin-holder Strategy (MSTR) is now below its pre-election levels and 60% off its all-time high. LikeFolio's Andy Swan says the company faces much more competition, which adds pricing pressure even if Bitcoin rebounds. That said, he mak...

Stephen Sopko and William Kerwin break down Applied Materials (AMAT) earnings. Stephen thinks the company has done a great job pivoting from China to other Asian markets, but questions if they can continue their growth outside of export-restricted companies. William raised his fair value estimate to $225, citing their guidance into the first half of 2026. ======== Schwab Network ======== Empowerin...

Shelly Antoniewicz spotlights the economy and consumer, saying the government could probably easily release the September jobs data, but October might be trickier. “The employment picture data is going to be critically important to the Fed’s decision” around rates in December, she stresses. Shelly gives her forecast for 2025 GDP and comments on the state of the consumer into the holiday season. ==...

“Volatility has been the name of the game all year,” says Ted Thatcher. He looks at the macro picture through the lens of the consumer and what upcoming economic data reports could show about unemployment, holiday shopping, and more. He thinks the Fed is paying attention to the job market and the conditions there will decide if they cut rates or not. Ted sees opportunities in big tech like Alphabe...

Tim Bohen doubles down on his A.I. thesis and discredits Michael Burry's shorts against Nvidia (NVDA) and Palantir (PLTR). He explains why both stocks are still poised to be big winners in the A.I. race while making the case that investors should buy dips on Tesla (TSLA). Rick Ducat takes investors through the key levels to watch in each Big Tech stock. ======== Schwab Network ======== Empower...

Brendan Ahern takes investors through China's tech trade. He believes Chinese stocks can see upside amid signals of the country's economy stabilizing. He sees policy changes helping Alibaba's (BABA) ecommerce business, though Brendan points to the company's cloud prospects as what investors will watch closely. He notes XPeng Inc. (XPEV) as a business mimicking Tesla (TSLA) by shift...

Despite the big tech sell-off, Morgan Stanley, Oppenheimer, and Wells Fargo all gave praise to Nvidia (NVDA) through a slew of price target hikes on bullish growth expectations. Marley Kayden takes investors through what analysts are thinking as markets brace for what will likely be next week's biggest catalyst. Dan Deming offers an example options trade for Nvidia. ======== Schwab Network ===...

Today's Charles Schwab Big Picture turns to the potential for the Fed to cut interest rates in December. Collin Martin attributes the significant probability cut to the government shutdown and the lack of data the FOMC got in October and start of November. He later discusses the credit risk to Big Tech firms taking on billions of dollars in debt to build out their A.I. infrastructure. ========...

Viktor Shvets says this earnings season is the “best in decades” in terms of growth. However, he thinks the market is becoming “a little bit nervous,” particularly around AI bubble worries. He argues that massive tech changes require bubbles, and thinks we’re a few years away from a potential pop. He discusses the disparity between consumer-focused companies and business-focused companies, noting...

Kevin Green has his eye on a rotation back in the Mag 7. Market breadth weakened but some mega caps like Nvidia (NVDA) and Microsoft (MSFT) briefly tapped positive territory in the first hour of Friday's down day. KG also notes optimism in global trade with the U.S. dialing back on the biggest tariff restrictions on items not made domestically like coffee and bananas. He offers a technical tak...

Mike Mussio covers the macro picture and thinks it’s “risk-off” right now. He says this shouldn’t be alarming to long-term investors but might be to speculative investors. Mike lays out the best case scenario for 2026, emphasizing market breadth and the longevity of the AI trade. He thinks investors should be trimming their gains before the end of the year, stressing that traders want to balance h...

Nvidia (NVDA) got bullish momentum from Wells Fargo and Morgan Stanley ahead of next week's earnings. Diane King Hall talks about what analysts expect from Nvidia's long-term prospects. StubHub (STUB) sunk more than 27% following its worse-than-expected earnings and lack of guidance. Diane later eyes mergers and acquisitions as Merck (MRK) seeks to buy Cidara Therapeutics (CDTX) for $9.2 b...