Schwab Network

Kevin Hincks believes Friday's trading day will see heavy volume due to triple witching, but he says you'll also want to watch crude oil as a key indicator to geopolitical volatility. He looks overseas to the Bank of Japan's interest rate hike and explains why it's putting upward pressure on U.S. Treasury yields just after the Fed made its decision. In equity movers, Kevin highligh...

BTIG upgraded Esty Inc. (ETSY) to buy from neutral after the stock recently traded down from its 52-week high. Rick Ducat highlights bearish and bullish situations he sees in the stock chart and touches on key levels you'll want to watch. He then unpacks an example options trade for Etsy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve r...

The Fed's interest rate hike Wednesday was warranted, says Shana Orczyk Sissel, saying that it just takes one of the Fed's previous three rate cuts aways. She adds that the oil "supply shock" is something that's impactful enough to the U.S. economy to tilt the Fed's hand toward hiking further. However, current strength in U.S. consumers via retail sales and similar prints...

Stephen McBride correctly identified Nvidia (NVDA) as the one stock to buy several years ago. He now offers his latest investing advice from his book: "Disrupting Framework: the Framework to Multiply Your Wealthy in Disruptor Stocks." He tells investors to find companies playing central roles in trends disrupting current trends. He names chip manufacturers and cybersecurity as the next w...

Shares in Southwest Airlines (LUV) have struggled to lift off from a new floor in the stock chart. Rachel Dashiell of Charles Schwab shows how bears clawed into the stock by highlighting key support and resistance levels. As she explains, Southwest Airlines is currently flying near the middle of a five-year range. ======== Schwab Network ======== Empowering every investor and trader, every market...

With a coin toss chance of the Fed hiking interest rates one more time before the end of 2026, Kevin Green explains how markets will brace for either decision. The energy trade is pulling back Friday with crude oil set to start the trading day down for a third straight session. KG highlights key headlines he sees moving prices. He turns to international moves by looking at the Bank of Japan's...

Howe Ng highlights how private markets have transformed, with companies now achieving trillion-dollar valuations before ever going public. He notes that the private market index has outperformed the S&P 500 (SPX), with capital concentrating in AI, defense, infrastructure, and software, and that secondary market data now provides more accurate and timely valuations than infrequent primary fundi...

Crude oil pulled back on Thursday's session, but it's not stopping the trickle effect of record diesel prices and headwinds the commodity poses to transport companies. In the crypto space, federal authorities are working to raise guardrails for the crypto space even after the Senate failed to pass the Clarity Act in a procedural vote. Marley Kayden highlights her final takeaways of the tra...

Generac (GNRC) closed as the top performer in the S&P 500 (SPX) thanks to its new deal with Amazon (AMZN). Bernstein cut its price targets on a bunch of cybersecurity stocks like Palo Alto Networks (PANW), Okta Inc. (OKTA), and SentinelOne (S). Paramount Skydance (PSKY) threatened to leave California unless the state drops its antitrust lawsuit. Marley Kayden talks about the biggest stories mo...

Prosper Trading Academy's Charles Moon sees trading opportunities in AI memory, optics, and neoclouds as the greater tech trade sees volatility for various reasons. He labels Marvell (MRVL) as a momentum play in AI chips as the stock approaches a "watch and see" point, turning to a similar opportunity in AXT Inc. (AXTI). For Micron (MU), Charles believes the company is poised for fur...

Marta Norton argues the Fed's recent rate hike signals a potential series of increases rather than a one-and-done scenario, as the Fed fights to maintain credibility against persistent inflation. She favors AI hyperscalers for their robust valuations and diverse applications, sees potential in cybersecurity software, suggests healthcare as an AI alternative, and advises caution on energy despi...

The Clarity Act's failure to clear a procedural Senate vote is something Charles Schwab's Adam Lynch points to as a key culprit to crypto's rough week. Bitcoin and Ethereum initially took a step back while stocks like Coinbase (COIN) and Strategy (MSTR) sold off sharply. However, strong technical signals in Bitcoin offer bullish signals for the crypto space. He explains how price actio...

Hilton's Mike O'Brien discusses how the Federal Reserve's largely anticipated rate hike bolstered Fed credibility and created attractive opportunities in bond markets. He highlights the Hilton BDC Corporate Bond ETF (HBDC), the first pure-play BDC bond ETF offering exposure to the private credit ecosystem with ETF liquidity, and the Tactical Income Fund, a multi-asset strategy blending...

Jason England believes the 25 bps interest rate hike from the Fed's September meeting is warranted given the FOMC's prior 75 bps worth of cuts. He believes this hike gives Fed Chair Kevin Warsh some slack to reclaim the committee's 2% inflation target. That said, Jason says the Fed funds rate is much higher than it should be. He weighs on how lasting volatility will continue to hit equ...

Analog AI chips are a powerful yet unsung part of the tech trade, argues Dave Nicholson of Futurum. He points to Analog Devices (ADI) as a key company well-positioned in the AI buildout, as is OnSemi (ON) due to ties it has in the data center and automobile industries alike. However, Dave believes the key profitability question lies in open-source AI and how deep models will cut into earnings. ===...

Ed Butowsky highlights three stocks with major upside potential, starting with Micron Technology (MU) as an overlooked AI play trading at a discount. He then makes a case for Sezzle (SZL), a "buy now, pay later" company with strong earnings and growth in the U.S. and Canada, and Pagaya Technologies (PGY), an Israeli-based firm leveraging AI for credit and underwriting with a strong North...

Chris Wang offers his perspective on the state of the AI trade and how he believes AI regulation will shift given warnings from top brass at Anthropic and OpenAI. Amid the concerns, Chris sees plenty of opportunities across the AI trade, particularly on the software side. He takes investors through his bull cases for Palantir (PLTR), Meta Platforms (META), and Shopify (SHOP) as all three companies...

Tesla (TSLA) continues to demonstrate strong demand even though people's opinions on the stock are polarizing, says Landon Swan of LikeFolio. His firm's data shows a strong ramp up in the Mag 7 giant's robotaxi growth even as Alphabet's (GOOGL) Waymo holds a substantial lead. Landon outlines the "very bullish" green lights this data signals for Tesla and why Uber Technolo...

Senate lawmakers couldn't meet the 60-vote threshold to pass the Clarity Act as written. Charles Schwab's Nathan Peterson says it will potentially put the legislation on the back burner for months, or even more than a year. He discusses the key developments crypto investors should take away and shows key support and resistance areas to watch in Bitcoin futures. ======== Schwab Network ====...

The Clarity Act failing a key Senate vote won't waver Bitcoin, Ethereum, and other crypto assets long-term, argues Joe Sticco. He believes persistent institutional demand and Bitcoin's resilient price action back the bull case. Tanner Taddeo is convinced that some iteration of the Clarity Act will come, the question is when. He talks about the "up and to the right" action in all...

Dan Deming reacts to the bearish market reaction on Wednesday to the Fed's interest rate decision and the following rebound seen Thursday. He turns to stocks he sees as resilient despite the Fed and geopolitical uncertainty. Dan believes Visa (V) is more of a tech play than a financial one, Valero Energy (VLO) will maintain upwards momentum, and Intel (INTC) holds potential to break new record...

Andrew Kang, CEO of RoboStrategy (BOT), explains how his company plays a role in the physical AI buildout and growth of autonomous robots. He points to GPUs as the backbone powering the buildout, saying it's no secret Nvidia (NVDA) continues to be the dominant AI company. Andrew addresses the long processes behind autonomous robot deployments and how RoboStrategy picks companies to invest in....

Denis Poljak offers a bullish outlook following the Federal Reserve's 25-basis-point rate hike, emphasizing that the market's positive reaction signals relief. He highlights the continued strength of the AI investment boom and the necessity of data center expansion as key drivers for economic growth, with significant opportunities in tech, infrastructure, utility, and energy companies supp...

Matthew Maley sees GE Aerospace's (GE) recent 20% pullback as a buying opportunity, arguing its premium valuation is justified by strong free cash flow and increased global military spending. Tom White also demonstrates an example trade using GE. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors...

"Inflation is still just too sticky," the big reason Charles Schwab's Collin Martin sees for the Fed raising interest rates. He makes the case for one or two more rate hikes before the end of 2026 even as Fed Chair Kevin Warsh stays cautious on offering guidance. As Treasury yields rally, Collin makes the case that now's not the time to buy. Jim Ferraioli talks about the Clarity...