Schwab Network

Chris Versace sees the government shutdown impacting consumers more the longer it persists. He points to data suggesting Americans will have to pay $40 billion more as they face an uphill battle with tariffs. Chris makes the case that Costco (COST) will weather the storm. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslet...

AMD Inc. (AMD) reports earnings after Tuesday's closing bell. Can the chipmaker continue its rally that more than doubled the stock price in 2025? Rick Ducat gives investors an up-close look of his technical analysis in AMD's chart. Tom White tells traders "don't be a hero" when it comes to the options front. ======== Schwab Network ======== Empowering every investor and trad...

Norway's sovereign-wealth fund said it will not vote for Elon Musk's pay package, leading Tesla (TSLA) shares to slide to the downside. Charles Schwab's Ben Watson takes a look into Tesla's technicals and urges investors to "take the narrative" out of the company when examining levels. He explains how the stock shows a bullish "twin peak." ======== Schwab Networ...

CFRA's Cathy Siefert says investors are taking profits across the insurance space, putting pressure on related stocks. She saw something similar through American International Group (AIG) but considers the company a "name you got to own" in the industry. Cathy explains how "social inflation" plays a role in her thesis. She later talks about the lagging price action in Berks...

Stocks faced pressure Tuesday morning in an apparent tech-led sell-off. Kevin Green isn't raising the alarm, noting many tech names ran significantly higher and attributes the selling to profit-taking. He points to the SPX futures holding its 20-day SMA and expanding market breadth as other signals of strength. On the earnings front, Kevin explains why Palantir (PLTR) has sold off following st...

From Palantir (PLTR) to Reddit (RDDT), Jim Cramer shares his legendary market perspective with Sam Vadas at the NYSE set. He discusses his new book "How to Make Money in Any Market" and describes the importance of reaching out to investors to promote financial literacy. Jim's wit, humility and sharp market acumen are on full display in this 1-on-1 interview on Schwab Network. =======...

Alex Coffey and Sam vadas take a step away from specific stock stories and turn to the macro front on Monday's final takeaways. They talk about the latest developments in the tariff talks between China and the U.S., along with the general A.I. trader masking weakness under the market's surface. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

Palantir (PLTR) shares were little changed after its earnings report. Russell Rhodes believes the market correctly priced in a relatively muted reaction, given the company's history of post-earnings volatility. Rhodes sees parallels between Palantir's valuation and the broader trend of high-flying tech stocks in the NASDAQ, which has historically followed strong first halves with a strong finish t...

It was a mixed session to start November trading, with Amazon (AMZN) being the sole reason the SPX closed higher. It and OpenAI announced a $38 billion partnership that will allow the ChatGPT parent to use Amazon's AWS cloud. The deal still didn't have as big of a price tag as Kimberly-Clark's (KMB) offer to buy Kenvue (KVUE). Palantir (PLTR) created volatility after hours when it post...

Palantir (PLTR) was volatile after hours when the company posted an impressive earnings beat that included a 121% year-over-year gain in commercial revenue. Alex Coffey, Sam Vadas and Kevin Green take investors through the report as it hit the wire. The key aspect they agree kept the stock from ripping higher: its valuation. ======== Schwab Network ======== Empowering every investor and trader, ev...

Nathaniel Bradley is concerned that the Amazon (AMZN) and OpenAI partnership is "late to the game" and holds many questions around privacy. He's also skeptical that the deal will be longstanding, explaining that Amazon can remove OpenAI from AWS once it has all the data it believes it needs. Nathaniel adds that Nvidia (NVDA) remains a superpower in A.I. and will still benefit from th...

Michael Saylor joins Sam Vadas for an in-depth, hour-long discussion into Strategy's (MSTR) business model, Bitcoin's performance and the adoption of Bitcoin by institutional finance. Michael has been the Executive Chairman for Strategy since Aug. 2022 after serving as its CEO from 1989-2022. He weighs in on Bitcoin treasury competitors, his company's latest preferred stock offerings a...

Market On Close jumps into the world of Registered Investment Advisors (RIAs). Jack Ginter works with ultra-high net worth clients, and he explains how he thinks about managing that kind of money. He talks about why high net worth clients might choose a family office over a bank to manage their wealth, and what kinds of options his office has. ======== Schwab Network ======== Empowering every inve...

After Nvidia's (NVDA) eye-watering rally and the Mag 7's general outperformance, Nigam Arora expects institutional investors to push the market leaders higher into the end of 2025. He sees portfolio managers buying more shares to match stock performance, pointing to pullbacks in companies like Meta Platforms (META) as one many will watch. Nigam also explains the "January effect"...

Paul Eitelman thinks that solid earnings will keep layoffs low and support the consumer. He thinks businesses are going to get more trade clarity soon, which will support dealmaking and corporate confidence. Despite the market at highs, he thinks this is an “underloved” rally and says investors should stay in stocks. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Susan Spence breaks down the ISM Manufacturing PMI after the October report missed estimates. “We were not surprised” by the number falling, she notes, “We are in contraction in all the subindexes.” She adds that for every positive comment, they have one and a half negative ones, with over 50% of panelists citing tariffs. For a trend reversal, she’s watching if New Orders can move upwards for seve...

George Noble focuses on the difference between the S&P 500 (SPX) and the S&P Equal Weight Index (SPXEW). He thinks gold’s price “got ahead of itself,” arguing that it’s less that the price of gold is rising than the value of money is falling. However, he still makes the case for investing in the metal. He is also “not a believer” in Tesla (TSLA), both as a car company and its robotics inte...

Brian Jacobsen and Thomas Urano explain the economic impact of the government shutdown. In addition to federal employees impacted, companies with government contracts are potentially not being paid. They discuss what the total costs might be, though Thomas notes that the bond market doesn’t seem too concerned about the length of the shutdown. They also talk about whether the shutdown will be over...

Rare earth stocks were among some of the market darlings in October, with companies like MP Materials (MP), US Rare Earths (USRA), and Energy Fuels (UUUU) seeing shares double or more. Many of those gains have since been pared back. Sam Vadas explains the role tariff talks between the U.S. and China played in price action and when investors can see a potential buying point for these companies. ===...

Dr. Chris Pierson returns to Next Gen Investing to give a wide view into cybersecurity stocks. He expects the industry to accelerate in the coming years as A.I. creates more security risks online. That said, he believes there are winners and losers in the space, with companies making "smart" acquisitions into other spaces serving as the long-term leaders. Dr. Pierson explains why he'...

Palantir (PLTR) is up 170% in 2025 compared to the 17% rally seen in the SPX. As Diane King Hall explains all of Palantir's new partnerships heading into Monday's earnings, she adds that analysts remain vastly on the sidelines into the report. It raises the question: can Palantir continue its extraordinary run in the short-term? ======== Schwab Network ======== Empowering every investor an...

Likefolio’s Landon Swan says Shopify (SHOP) is a core holding and the consumer sentiment data they have is “very strong.” He looks at web visits, which have popped 45%, and is outperforming all competitors Likefolio tracks. He discusses how Shopify has changed the game for merchants and consumers alike, and compares its platform to Amazon (AMZN) and Alphabet (GOOGL). ======== Schwab Network ======...

With last week's Mag 7 earnings now in the rearview mirror, Michael Robinson looks back and considers the reports strong for A.I.'s outlook. He believes they showed that we are not experiencing an A.I. bubble, pointing to Alphabet's (GOOGL) Google Cloud profits as the key example. He points to Apple's (AAPL) tech ecosystem as proof the company doesn't need to accelerate its A.I...

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Scott Bauer with Prosper Trading Academy remains bullish on IonQ Inc. (IONQ) even after quantum computing stocks soared in recent weeks. Even though Datadog (DDOG) and Seagate (STX) experienced similar trading action, he makes the case those stocks ran "too far, too fast." Scott offers his takes and example options trades for all three stocks. Rick Ducat highlights bullish and bearish tr...