Schwab Network

The Mag 7 takes Tim Biggam's focus for today's Big 3 as what he calls a "sideways slog" grips markets. He discusses the key metrics behind his interest in Nvidia (NVDA), Apple (AAPL), and Microsoft (MSFT). Tim offers example options trades for all of his picks while Kevin Green highlights key support and resistance areas to watch in the stock charts. ======== Schwab Network =====...

Concentrated earnings growth and robust AI spending have Patrick Mueller saying "it's only a matter of time" before a rug pull tied to missed AI expectations occurs in the stock market. Recent fragility on AI ROI and ballooning debt concerns seen in companies like CoreWeave (CRWV) have him taking a step out of the AI trade. However, he finds investment opportunities in oil refiners a...

Bob Lang says strong demand, rising backlogs and attractive valuations make defense stocks like RTX (RTX) and Northrop Grumman (NOC) buying opportunities, with AI and future defense spending adding to the outlook. He calls RTX his best-in-class pick. Tom White outlines a bullish December options trade on the stock. ======== Schwab Network ======== Empowering every investor and trader, every market...

Joe Mazzola of Charles Schwab discusses the bounce back in tech after the trading day started in the red because of the cohort. The PHLX Semiconductor Index (SOX) leaping strong off the 11,000 level boosts his confidence that the AI trade can bolster a comeback. However, Joe says a clear path to profitability for AI-tied companies is essential to justify ballooning CapEx. Cooper Howard turns to fi...

General Motors (GM) posting a strong earnings beat and confidence in 2027 guidance, topped with a $20 billion share buyback plan, wasn't enough to accelerate the bullish momentum in shares. Marley Kayden explains why she believes investors are taking their foot off the gas. Tim Biggam then takes the wheel and drives investors through an example options trade for General Motors. ======== Schwab...

Steven Englander says strong U.S. productivity and earnings, helped by AI, could keep supporting the dollar despite concerns around AI debt, inflation and global deficits. He sees the 10-year yield potentially reaching 5.5%, warns Europe’s fiscal stress is spreading beyond France, and discusses how the midterms could reshape fiscal policy and the AI trade. ======== Schwab Network ======== Empoweri...

A significant drop in September pending home sales supports the narrative that the housing market remains frozen, according to Kevin Green. He weighs if the industry is reaching a bottom as sentiment sours. KG offers a wider market pulse by examining a tentatively strong rebound day, if not for tech's weakness. A reversal in crude oil's rally offers some reprieve for equity investors. Keep...

Jeffrey Hirsch says the October selloff could offer a buying opportunity as the market enters the historically strong stretch surrounding the midterms and pre-election year. He discusses the Fed, rates, AI volatility and his long-term Nasdaq forecast, while highlighting Vertiv (VRT), Nordson (NDSN) and IMAX (IMAX) as stock picks tied to AI infrastructure and improving fundamentals. ======== Schwab...

3M (MMM) ticked higher on mixed earnings report, and as Diane King Hall notes, a partnership with Amazon (AMZN) indicates a commercial milestone for the firm. In tech, Apple (AAPL) shrugged off a downgrade to hold and price target cut from Loop Capital, while Akamai (AKAM) shares slid on an upgrade from Raymond James. ======== Schwab Network ======== Empowering every investor and trader, every mar...

David Nelson says AI debt concerns are driving investors toward stronger balance sheets, favoring Alphabet (GOOGL) and Nvidia (NVDA) while also finding value in consumer staples and healthcare. He warns global deficits and inflation could keep bond yields elevated, while midterm concerns around AI infrastructure could continue pressuring tech. ======== Schwab Network ======== Empowering every inve...

While the AI trade is drifting toward the downside to start Tuesday's trading session, Kevin Hincks notes that tech volatility applies in both directions. He tells investors to watch CoreWeave (CRWV) and other neocloud names, along with AI memory stocks like Micron (MU). Crude oil trading around $100 does no favors in easing investor fears, either. However, as Kevin mentions, SpaceX (SPCX) and...

Investors tuned down their bullishness on Netflix (NFLX) as the stock hovers just above its 52-week low. Tom White highlights key support and resistance areas to watch in the streaming giant's stock chart before the company reports after Tuesday's close. He turns to an example options trade for Netflix. ======== Schwab Network ======== Empowering every investor and trader, every market day...

TrueCar founder Scott Painter recaps General Motors (GM) earnings and how affordability is hitting the company's bottom line despite guiding for a strong 2027. He takes investors through his firm's data on the automobile industry which tells him the car market has a bumpy road ahead. When it comes to Tesla (TSLA), Scott sees international sales adding fuel for the Mag 7 company's momen...

As investors turn "on again, off again" with the AI trade, Ted Thatcher sees plenty of promise in the broader S&P 500 (SPX). He makes the case that more stocks beyond tech will join in the S&P 500 Equal Weight rally and explains how his bull case will come to fruition. Ted still likes the AI trade and believes Nvidia (NVDA) is becoming more of a value stock in the midst of the te...

Raymond James upgraded Akamai (AKAM) to a strong buy and set a $170 price target for the stock, almost doubled from where the stock currently trades. Ben Watson of Charles Schwab points to technical indicators suggesting that shares are gaining a bit of traction that can push Akamai toward that target. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

Monday's AI-led rally is pulling back ahead of Tuesday's opening bell, something Kevin Green points to as evidence of a "dead cat bounce." He discusses why investors are once again selling off tech as the S&P 500 (SPX) and Nasdaq-100 (NDX) move back to Friday's selloff levels. KG then runs through GE Aerospace (GE), Northrop Grumman (NOC), and General Motors (GM) earnings...

Amazon (AMZN) closed as one of the best performers in the S&P 500 (SPX). Intel (INTC) shares rallied after JPMorgan upgraded the stock to neutral from underweight. Similarly, the AI chipmaking space snapped a historic losing streak on Wall Street. Marley Kayden takes investors through Monday's top stories. ======== Schwab Network ======== Empowering every investor and trader, every market...

The NYSE is selectively extending options trading hours in the middle of a volatile time period for options traders. Meanwhile, China's economy shows signs of strength in the face of crude oil's continuing rally. Marley Kayden and Sam Vadas turn to their final takeaways of Monday's session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

Chris Wang highlights three stock picks outside pure-play AI: Airbnb (ABNB), Costco (COST) and Grocery Outlet (GO). He sees Airbnb as relatively insulated from AI-agent disruption while it expands hotel inventory, Costco benefiting from younger members and surging digital demand, and Grocery Outlet improving traffic and sales trends by returning to its extreme-value roots. ======== Schwab Network...

Michael Saylor, executive chairman of Strategy (MSTR), returns to Market Overtime to discuss Bitcoin's move higher after an early 2026 drop, Strategy's plans for daily STRC dividends, and the company's tokenization plans. Saylor also discusses Strategy's Bitcoin holdings, his disdain for the Clarity Act, what inflation means for crypto, and how AI will impact Bitcoin. ======== Schw...

BlackRock's Kristy Akullian remains constructive on equities despite narrowing market breadth, pointing to broad earnings growth and continued investor demand for AI and semiconductor exposure. She highlights record ETF flows, growing interest in targeted sector investments, muni bonds like MUB and short-duration fixed income. She also favors emerging markets, including Korea and Taiwan, as a...

Zach Hill remains cautious near term amid earnings, geopolitical uncertainty and the midterms, but says AI CapEx remains the market’s most important driver and he would buy further weakness. He favors AI infrastructure, metals and mining, materials and industrials, while using bonds, TIPS, natural resources and international diversification to hedge inflation and a potentially weaker dollar. =====...

Charles Schwab's Rachel Dashiell analyzes the S&P 500’s (SPX) rebound, warning that low volume and volatility could put key support levels back in play. She sees a bullish breakout in Mastercard (MA), with $600 as an important support level, while BlackRock (BLK) is building an inverse head-and-shoulders pattern after earnings. She says strengthening momentum and volatility could set up fu...

Global X ETFs' Pedro Palandrani discusses booming ETF demand and how investors are seeking targeted exposure to the next wave of AI investment. He highlights opportunities in MLCC electronic components tied to AI infrastructure, large language model companies through the LLMA ETF, and small modular nuclear reactors as a potential power source for data centers. Palandrani also expects ETF innov...

"There's no way to interpret the prints other than 'we have an inflation problem,'" says Jeff Klingelhofer. He says the Fed needs to address the "demand-side shock" and be willing to have the economy to reach its 2% inflation goal. Jeff also expects a tentative consumer pullback if Treasury yields stay elevated. David Busch adds that softening labor market poses add...