Schwab Network

Charles Schwab's Joe Mazzola takes investors through the September STAX report. "Sentiment is pretty strong right now" in markets, according to Joe, pointing out significant buying activity in A.I. and A.I.-adjacent stocks. Names like CoreWeave (CRWV) showed a growing risk-on appetite paired with the resurgence on meme stocks like Opendoor (OPEN). Joe believes the data shows a contin...

Ken Ryan makes the case for diversifying into international equities, which he thinks can outperform the U.S. He likes European energy and industrials, but also brings individual picks, including Sony (SONY) and Unicredit (UNCRY). He thinks these names can see their shares rise by 10% or more in the next year. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Vikas Dwivedi thinks oil is pricing in the big global surpluses expected next year. “We think the path of least resistance is down, and really, it’s fundamental,” he adds. He’s similarly bearish on natural gas. He discusses whether Russian oil will be taken off the market and expectations from other sources. He blames the lack of construction around the world, started during the pandemic, for part...

Henry Schuck, founder and CEO of Zoominfo Technologies (GTM), talks about how the company uses A.I. to enhance client engagement with customers. He addresses concerns that A.I. will reduce staff head count by making the argument that A.I. actually boosts the need for more sales workers. On the future of tech, Henry believes it will give Zoominfo an opportunity to move on the "offense" in...

From coffee to quantum computing, today's Big 3 focuses on a wide range of industries. Prosper Trading Academy's Scott Bauer talks about the dip-buying potential behind Quantum Computing (QUBT), his mild bullishness in Costco (COST), and the technical support Starbucks (SBUX) has built. Rick Ducat highlights the key levels to watch in the stock charts. ======== Schwab Network ======== Empo...

Quantum Computing (QUBT) is up over 3,000% over the last year even after its sell-off Monday. George Tsilis points out the company's issue of $750 million in private placement as a culprit. That said, George says the company's continued stock demand from retailers proves quantum computing is a trend not going away any time soon. ======== Schwab Network ======== Empowering every investor an...

Shawn Robbins covers the “unprecedented” success of Taylor Swift’s album launch. The Official Release Party of a Showgirl pulled in $33M domestically on opening weekend. “It’s really for her die-hard fans,” Shawn says. He also covers box office outlook for the rest of 2025, with the heavy hitters, including Wicked: For Good, coming late in the year. ======== Schwab Network ======== Empowering ever...

Likefolio’s Megan Brantley covers Constellation Brands (STZ), which has an “edge on some peers” by focusing on Mexican beers. She discusses how younger people are drinking less and a country-wide pullback in volumes. “On one hand, the market is already pricing this weakness in,” she says, but on the other hand, they aren’t seeing signs of a recovery. ======== Schwab Network ======== Empowering eve...

Satyam Panday and Maja Vujinovic cover the broader economic impacts of the government shutdown. Maja says that while it “feels like there’s no effect” in the markets yet, GDP can fall by 0.2% per week of shutdown. She also highlights Bitcoin hitting new highs, which she partially attributes to a rotation into “safer assets.” Satyam discusses whether federal employees will be furloughed or fired an...

“Don’t fight the Fed here,” Ted Thatcher emphasizes, and digs into divisions and dissents within the agency. He covers labor market and spending data, noting that the preponderance of spending is by the top 10% and other red and yellow flags he sees. “Is the economy working for younger Americans?” he asks. He also asks if the AI infrastructure being built now will actually be used in the next few...

Lee Brown sees lots of potential in the weight loss drug space, noting Eli Lilly (LLY) and Novo Nordisk (NVO) as the two companies he expects to lead. He points to "incredible" discounts and expanded access to GLP-1s as indicators these companies will see wider moats for their products. Lee adds that the recent pharma tariffs from the Trump administration will benefit U.S.-based companie...

AMD Inc. (AMD) hit levels it hasn't seen in 18 months after the company announced a deal with OpenAI that will use the chipmaker's tech. Marley Kayden pulls the curtain back on the deal and highlights key figures investors should know. Prosper Trading Academy's Charles Moon offers an example options trade for AMD. ======== Schwab Network ======== Empowering every investor and trader, e...

Sean O’Hara digs into the current market concentration and points out some upstarts that will “pick up the slack” of big tech. He looks to “profitable small cap stocks” as he expects the market to revert to the mean. He highlights some ETFs he’s watching and notes that mutual fund distributions are going to create tax challenges this year. ======== Schwab Network ======== Empowering every investor...

When it comes to market themes, one that Charles Schwab's Liz Ann Sonders is watching how investors are "broadening out" to seek new value plays. She adds that as earnings season approaches, it won't be about the earnings themselves but instead the outlook companies post. Cooper Howard turns to the bond market and explains how a fixed income "holding pattern" affects th...

Ryan Detrick covers the big picture – and he wouldn’t be surprised if the government shutdown lasts into November. He expects “a couple more” Fed rate cuts this year and looks ahead to who could replace Jerome Powell next May. He’s sticking with large caps over small caps and growth over value, saying he’s not going to change his strategy now. ======== Schwab Network ======== Empowering every inve...

Ted Weisberg considers the government shutdown a good thing for markets. He shares some stock picks, highlighting dividend payers, big pharma, financials and airlines. Individual picks include Chevron (CVX) and TotalEnergies (TTE); he also likes the IVES AI ETF. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - http...

You'd think this week would be a slow one, but as Kevin Hincks says, "it's not, clearly." The government shutdown isn't slowing market movers, seen in AMD Inc.'s (AMD) massive upside move due to its new partnership with OpenAI. Small caps have also rallied strong in recent weeks and shows no signs of slowing down. ======== Schwab Network ======== Empowering every investor...

Micron (MU) shares are on the move after an upgrade from Morgan Stanley. The analyst raised its price target to $220 and Rick Ducat breaks down the upside rally ahead of Monday's bell. He points to the significant upside move compared to the overall tech sector and S&P 500 (SPX). Then, Tom White compiles a "moderately bullish" example trade for Micron. He demonstrates a call butt...

Rick Pederson takes a big picture approach when looking at the U.S. economy, siding with the Fed on 75bps of rate cuts over the next several months citing a weaker labor market as something to watch. He later discusses his research into shifting trends for data centers allocation moving towards the middle region of the country. He says a younger workforce is predominantly leading to growth in thes...

Scott Zari says investors can avoid the Trump administration's pharmaceutical tariffs by looking to companies that are already domestically manufacturing drugs and medicine like Eli Lilly (LLY). Compared to other drugmakers that have dipped into the weight-loss market, Scott says injectables will continue to be the primary use case saying pills haven't yet overtaken it. He looks at other d...

Monday's off to a busy start! As investors and traders await any developments from Washington DC, Tom White points out the fact that in the previous 5 government shutdowns equity markets actually rose higher. He joins Diane King Hall to set up the trading week before turning to a pair of big premarket movers. AMD (AMD) is jumping on news that it reached a deal to sell a potential 10% stake to...

Rachel Dashiell joins Morning Movers to take a look at the chart of Tesla (TSLA) after the EV maker's social media account posted several videos teasing a new vehicle announcement. On the chart, Rachel shows the stock's recent bearish engulfing pattern when Tesla shares fell just shy of previous all-time highs. She says that "brick wall" of resistance at all-time highs will conti...

Erin Gibbs makes the bullish case for small caps, with the Fed continuing to cut rates a “critical point.” She points to “massive” increases in earnings from small caps, nearly equivalent to the S&P 500. Into 2026, she thinks earnings growth could reach “twice the rate of the S&P 500.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Jason Ware sees more highs ahead, and if there’s a pullback, he calls it a buying opportunity. He describes the “Splendid Six,” which is basically the Mag 7 minus Tesla (TSLA). He thinks TSLA’s valuation doesn’t fit with the other megacaps. In addition, he also likes names like Oracle (ORCL), Starbucks (SBUX), TJX (TJX) and Uber (UBER). Of the Splendid Six, his favorite is Amazon (AMZN). ========...

Palantir (PLTR) is back on the Tech Corner. Shares of the A.I. and defense company hit all-time highs in August following a 2Q earnings beat. George Tsilis dives into the numbers and finds out what bullish tailwinds are lifting the stock this year. Plus, George breaks down technical trends for PLTR and explains the significance of its 200-Day moving average as a key support level on any pullback m...