Schwab Network

Diane King Hall takes a closer look behind Nvidia's (NVDA) investment into Intel (INTC) and how the two companies will combine their tech. She later talks about Reddit's (RDDT) leap to an all-time high as it seeks to re-negotiate its content-sharing agreement with Alphabet (GOOGL). In the crypto space, Bullish (BLSH) posted a surprising earnings win in its first report since the August IPO...

Mark McCaffrey, CFO of GoDaddy (GDDY), discusses their latest AI tools for microbusinesses after introducing their first in 2023. He calls entrepreneurs “resilient” over business cycles even as tariffs hit companies of all sizes. He discusses how they’ve moved from their original “one-stop-shop” AI tool to what else they can offer business clients. He looks at GoDaddy data showing higher traffic a...

Intel (INTC) rallied to 14-month highs Thursday morning after Nvidia (NVDA) said it would invest $5 billion into the chipmaker. Jenny Horne says it's a clear sign of the Trump administration's focus on building A.I. tech within U.S. borders. TSMC (TSM) sold off following the announcement. Jenny later touches on the cybersecurity space in CrowdStrike (CRWD) after it acquired Pangea and expa...

Good signs for the economy Thursday morning as Kevin Hincks highlights what he considers "solid" initial and continuing jobless claims. It added to an already-optimistic futures market that showed green arrows ahead of the open. Regional data continued to shine through the Philly Fed's much higher-than-expected print. ======== Schwab Network ======== Empowering every investor and tra...

FedEx (FDX) shares have been "compressing sideways" ahead of its earnings, says Rick Ducat. He points to previous levels of upside resistance around $240 and $245 for the shipping and packaging company. Shares of FDX are down more than 20% Y/Y. Later, Tom White illustrates an example options trade that "needs a move." He explains why a double calendar strategy captures any move...

David Busch visits the NYSE set to provide his take on the Federal Reserve's latest policy decision and direction. He wasn't surprised by the outliers from the central bank calling for more than 50bps for the rest of 2025. Later, David discusses the impacts of tariffs and his "inflation volatility" expectations for the year ahead. Another factor playing into his outlook: a trade...

Dan Ahrens joins Diane King Hall to discus the latest earnings results from Olive Garden's parent company Darden Restaurants (DRI). He says they're "generally good results" but shares are down following the slight top-and-bottom line miss. Despite the downward move, Dan points to the company's raised outlook as another "impressive" part of its report and stresses th...

On a short-term chart, CrowdStrike (CRWD) shares are trading between a range of $435 and $466 with the stock pushing to the higher-end after positive developments from its Investor Day. Ben Watson looks at the technical conditions for the cybersecurity company's stock price. On a 1-year timeframe, he points to the 50-day moving average rolling over from summer-highs but notes it could be turni...

Jenny Horne and Nate Peterson examine the latest trends in the cryptocurrency markets including a technical deep dive on the charts of Bitcoin (/BTC), Ethereum (/ETH) and Solana (/SOL). Later, the duo discusses ongoing efforts in Washington D.C. to create a "Strategic Bitcoin Reserve" and PayPal's (PYPL) latest peer-to-peer crypto payment tools. ======== Schwab Network ======== Empow...

Market closed mixed after the FOMC voted to cut interest rates by 25bps and issued a median projection of 50bps worth of cuts for the rest 2025. Nvidia (NVDA) continued to sell-off as China doubles down on rhetoric against the company. Lyft Inc. (LYFT) drove a big rally after Alphabet's (GOOGL) Waymo tapped the company for an autonomous ride partnership. Marley Kayden takes investors through a...

While the FOMC captured the market's attention Wednesday, Marley Kayden and Sam Vadas discuss other prominent headlines that will affect trading action ahead. They talk about Stubhub's (STUB) public market debut that began strong before the stock traded down. On the A.I. front, Nvidia (NVDA) battles China headwinds while Chinese tech stocks like Alibaba (BABA) and Baidu (BIDU) soar. ======...

The Fed's rate cut has been the main event in today's market action, with potential ripple effects on various industries, including housing. Frontdoor CEO Bill Cobb says the rate cut was expected, but the Fed chair's comments suggest more cuts may come next year, albeit in smaller amounts. This could be a boost for the housing market, which has been held back by low inventory and high...

From wrestling to its growing sports media empire, George Tsilis notes bullish optimism growing behind TKO Group (TKO). He talks about recent analyst notes signaling more gains on top of its 72%-over-year rally. George offers a closer look at TKO's financials and history to offer perspective behind the analyst sentiment. ======== Schwab Network ======== Empowering every investor and trader, ev...

Apple (AAPL) has underperformed its Mag 7 peers primarily due to how investors view its A.I. positioning. Rick Ducat analyzes how Apple has recently hit a key resistance level where it struggled to break out of. He gives investors insight into other key levels and options activity to watch in sessions ahead. ======== Schwab Network ======== Empowering every investor and trader, every market day. S...

CleanSpark CEO, Matt Schultz, joins Market on Close to discuss how the Bitcoin miner is diversifying from the crypto space and into the A.I. industry. The company owns 33 data centers and focuses more on small communities, a demographic Matt considers underserved in CleanSpark's industries. He also talks about Bitcoin serves as a flexible resource that adds value in the event an "act of G...

Spencer Hakimian says the Fed statement was more dovish than expected, but the press conference was more hawkish, creating a market whipsaw. “Both sides of their dual mandate…are moving away from them.” Spencer looks at inflation and labor markets and discusses the “crisis of credibility” for the Fed. He looks ahead to the jobs report tomorrow as the “next big event.” ======== Schwab Network =====...

Michael Green reacts to the FOMC lowering rates by 25-basis-points and the projected rate cut path. “The Fed had to cut in response to the weaker economic data,” he argues, noting the Fed previously downgraded its growth outlook. One of the key worries, though, is the top-end consumer, which is accounting for a greater and greater portion of spending. While that means aggregate numbers aren’t show...

Immediately following the FOMC's decision to cut interest rates by 25bps, John Lonski turns to the Fed's path forward. He points to a "near disappearance" of jobs growth as a critical focus for the committee in the coming months. He adds that weakness in the labor market can create more cracks in the inflation picture, believing more rate cuts are warranted. ======== Schwab Netwo...

The FOMC cut interest rates by 25bps, which was widely expected by markets. Additionally, median projections for a path forward indicate 50bps worth of cuts coming later in 2025. Kevin Hincks helps investors digest the market reactions and explains what the initial report means heading into Fed chair Jerome Powell's press conference. ======== Schwab Network ======== Empowering every investor a...

Tucker Perkins speaks to the latest developments in the energy market. He notes that refineries are pumping at record capacities but reserves aren’t rising, worrying him for the winter. He discusses the demands of electrification and the changing energy mix within the U.S. as more nuclear energy comes online. “The one issue we all have to become extremely aware of is we’re entering an era of reduc...

Lyft Inc. (LYFT) hit the gas on a new partnership with Alphabet's (GOOGL) Waymo. The company will help build out Waymo services and add its services onto the Lyft app later in 2026. Marley Kayden points investor attention to Uber Technologies (UBER) as it sells off on the headlines Wednesday. She also talks about Lyft's role in an expanding autonomous market. ======== Schwab Network ======...

Likefolio’s Landon Swan says “everything’s moving in the wrong direction” for Darden Restaurants (DRI), noting an intense negative sentiment turnaround year-over-year. “People are passing on this brand right now,” he says of flagship Olive Garden, “they’re losing a lot of momentum.” He compares the stock price to their web visits data and notes recent divergence, arguing that expectations for its...

CFRA's Sam Stovall and Max's Gary Zimmerman share their expectations for the Fed's announcement today, with both anticipating a 25-basis-point rate cut, but not necessarily agreeing that it's justified. Stovall believes Fed Chair Powell's commentary will sound hawkish, suggesting only one more rate cut this year, while Zimmerman points to the $5 trillion increase in the U.S. mo...

With all eyes on the Fed's FOMC decision, Vishal Garg breaks down the current state of the housing market and what to expect from potential rate cuts. Garg notes that while inventory is up and consumers are stepping back, rates have already fallen in anticipation of a cut, which could bring relief to the market. Garg also discusses how AI is revolutionizing the mortgage process, making it fast...

TheoTrade's Don Kaufman expects the U.S. dollar to rally after the FOMC's interest rate decision, a big reason behind his bearish stance on the SPDR Gold Shares ETF (GLD). He also explains his bearish position on Walt Disney (DIS) and his bullish take on Caterpillar (CAT). Don offers example options trades for his Big 3 while Rick Ducat offers a glimpse into the charts. ======== Schwab Net...