Schwab Network

Bitcoin, Ethereum and crypto-tied stocks sold off after the U.S. Senate failed to get enough votes for a key step in passing the Clarity Act. Tech's mixed picture set an unsteady foundation for the Fed's interest rate decision Wednesday. Marley Kayden takes investors through the top stories for Tuesday's trading session. ======== Schwab Network ======== Empowering every investor and tr...

Brian Moody highlights Nissan as a top contender in the automotive industry, crediting its growing U.S. presence and new hybrid technology for a significant turnaround. He also sees strong opportunities in Stellantis (STLA) and General Motors (GM), points to Hyundai and Kia's domestic manufacturing and hybrid sales, and notes Rivian and Volvo's contributions to the evolving electric vehicl...

SoftBank has collected an $11.87 billion, two-year loan to help finance its OpenAI investments, while crypto-tied assets sold off after the U.S. Senate failed to pass the Clarity Act. Sam Vadas and Marley Kayden carry investors through their top takeaways before the Fed's interest rate decision Wednesday. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Ben Connard of Carnegie Investment Council offers three stock picks, starting with TSMC (TSM) for its strategic AI infrastructure position and efforts to diversify manufacturing outside Taiwan. He then highlights Ulta Beauty (ULTA) for the resilience of beauty spending despite conservative guidance, and Donaldson Company (DCI), an industrial mid-cap with a strong recurring filtration revenue model...

Dave Sekera with Morningstar Wealth says he "can't see" the Fed doing anything other than an interest rate hike for Wednesday's meeting. As for equities, he believes the S&P 500 (SPX) outside of the Mag 7 is fairly valued, though it comes with the market pricing in growth differentials between 2027 and 2028. Dave tells investors to stick with AI leaders like Nvidia (NVDA), Br...

Scott Ladner of Horizon Investments explains what the market expects from the Fed's upcoming rate hike decision. He also discusses the potential for an AI slowdown, where investors should position themselves—including a surprising take on European equities—and delves into the possibility of AI being regulated as a public utility in the U.S. ======== Schwab Network ======== Empowering every inv...

Ken Roban of Reservoir Road Financial Group at Stewart Partners discusses the shift from TINA (There Is No Alternative) to TARA (There Are Reasonable Alternatives), highlighting opportunities in short-term bonds and targeted maturity ETFs in the corporate bond market. He also examines the Franklin Income Focused ETF (INCM), an actively managed fund that balances equities and fixed income to adapt...

The Clarity Act did not clear a key procedural vote in the Senate, a headline that sent Bitcoin falling near the end of Tuesday's trading session. Ray Salmond doesn't see it as a big headwind for crypto. He points to growing institutional investments and improving sentiment for cryptocurrencies as signals of strength. Ray explains why he still believes more regulation is needed for the cry...

Stephanie Walter and Morningstar Wealth's Luke Yang discuss how debates of slowing down AI impact the software space. Luke believes AI adoption on an enterprise level remains in the early stages, offering time for companies to improve AI usage and safety. He offers a bull case for Intuit (INTU). As for headwinds, Stephanie points to AI model connectivity and efficiency as something to watch. W...

"The cat is out of the bag" when it comes to AI development, says Hatem Dhiab, who believes there will not be a slowdown despite comments from Anthropic and OpenAI top brass calling for it. One corner of the AI market he sees with a lot more upside: memory chips due to its role as a bottleneck in the trade. Hatem takes investors through his thoughts on companies like Micron (MU), Samsung...

As the Senate readies to vote on the Clarity Act, Evernorth CEO Asheesh Birla discusses what the "monumental" day means for crypto's forward momentum. Once the bill passes, he sees institutional investments in Bitcoin and other cryptocurrencies accelerating rapidly. If it doesn't, Asheesh worries the U.S. will fall behind as other countries building policies on crypto adoption. H...

South Korean tech still has lots of bullish catalysts ahead, according to Molly Pieroni. She points to Samsung as a company sitting at the epicenter of AI memory's explosive surge in demand, while having a strong foundry business and low valuation compared to U.S. peers. Molly turns to a much different company in Berkshire Hathaway (BRK/B) as another low-valuation company with significant shar...

The competitive landscape for Amazon (AMZN) is getting tougher in the AI field, says Andy Swan of LikeFolio. His firm data shows a strong uptick in Microsoft (MSFT) Azure while Amazon AWS and Alphabet (GOOGL) Google Cloud lag. However, as Andy explains, "a flat line for consumer demand does not mean a flat line for revenue." He discusses how Amazon can pick up the slack through existing...

Kyle Reidhead makes the case that SpaceX (SPCX) is more about AI than it is about rockets and space travel. He adds that the company's 10-gigawatt goal is reasonable. Laura Rippy dives more into Kyle's points by explaining the "critical" intersection she sees SpaceX serving in AI's role in the final frontier. She points to other startups in the space industry she believes inv...

Alex Fink, U.S. CEO and president of Swarmer (SWMR), discusses the company's new $224 million acquisition of Ratel Robotics. He says it will help the autonomous drone developer in ground vehicle operations. Alex adds that this tech will save lives by removing humans from combat as the war between Russia and Ukraine lingers on. ======== Schwab Network ======== Empowering every investor and trad...

The Fed balancing several inflation woes and a full job market sets up an interesting dynamic for the Fed's interest rate decision Wednesday, says Jessica Inskip. She explains how the market trajectory plays into Tuesday's Big 3. Jessica names Circle (CRCL) as a beneficiary from tentative passage of the Clarity Act, Bank of New York Mellon (BNY) as a growth story in tokenization, and Apple...

Edison Byzyka suggests current yields are appropriate given recent economic growth and earnings, but warns a 5% yield could trigger an equity correction while presenting a significant buying opportunity in bonds, particularly 20-year Treasuries. He anticipates sustained inflation from elevated energy prices and infrastructure build-out, and dismisses recent AI market noise, requiring more fundamen...

Phil Kafarakis delves into Chipotle's (CMG) operational efficiencies and menu innovations to counter macroeconomic headwinds and food safety concerns, with international expansion as the real story. Tom White offers a tactical options strategy using a stock replacement method with deep in-the-money calls for those anticipating an upside move in the next 45 days. ======== Schwab Network =======...

Crude oil over $100 and the 10-year Treasury yield above 5% are two pain points for the stock market, says Charles Schwab's Joe Mazzola. Both metrics don't just change market dynamics, but also serves as headwinds for future earnings should these overhangs persist. Joe points to AI's violent rotation as another dynamic to watch. Michelle Gibley turns to the global stage and discusses h...

James Demmert says economies across the world are seeing interest rate hikes, not just the U.S. He believes the Fed remains firm on pulling inflation down to 2%, something he doesn't expect incoming inflation data to change. Despite inflation challenges, James makes the case for a fourth-quarter rally, bolstered by AI growth, to close out 2026. James sets a year-end target of 8,100 for the S&a...

"The gold trade could actually be a favorable one," says Kevin Green, who believes bulls can regain if the Fed hikes interest rates in Wednesday's meeting. While unusual, KG also can't take a "game time decision" off the table for the Fed due to Wednesday's retail sales print hitting the wire before its decision. It all comes amid a shaky macro picture with crude oi...

Jordan Rizzuto, CIO of GammaRoad Capital Partners, weighs in on the Fed's impending rate hike and persistent inflation, then shifts to Japan's monetary policy and the potential unwind of the yen carry trade. He highlights the appeal of hard assets like metals and mining for real returns, and offers a cynical perspective on OpenAI's delayed IPO and its implications for the broader AI ma...

More and more, Eli Lilly (LLY) is being seen as the winner in the GLP-1 race over Novo (NVO), with Berenberg backing that thesis in its upgrade on the stock. Diane King Hall explains what the analyst sees in the forward momentum to join the bull camp. She then turns to Oppenheimer's upgrade on Etsy Inc. (ETSY) and the post-earnings plunge in Dave & Buster's (PLAY). ======== Schwab Netw...

Essex Investment Management Co-CEO Nancy Prial projects an S&P 500 (SPX) valuation of $8,000 in the coming year, pointing to healthcare and defense spending as key catalysts for growth. She also highlights Willdan Group (WLDN), Hinge Health (HNGE), and CECO Environmental (CECO) as attractive investment opportunities. ======== Schwab Network ======== Empowering every investor and trader, every...

Wall Street is bracing for a more than 90% chance the Fed will raise interest rates Wednesday. Kevin Hincks discusses how he sees the market moving should the FOMC raise rates for September and gauges whether it will start a rate hiking cycle. As for the AI trade, Nvidia (NVDA) CEO Jensen Huang makes a pledge to President Trump that he won't allow an AI slowdown. Kevin also offers his insights...