Schwab Network

After Wells Fargo upgraded Amazon (AMZN), Rick Ducat analyzes the stock's lagging performance compared to its Mag 7 peers. He notes support and resistance levels to watch, along with options activity that show where traders see price heading. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwor...

Robert Bronstein, cofounder and CEO of The Scion Group, talks student housing. He argues that the supply/demand imbalance is widening, with undergrad enrollment projected to rise by 139K per year through 2031. Already, he adds, most students rely on inadequate options, especially on-campus dorms, and believes that off-campus housing needs to fill the gap. He discusses how Scion Group uses technolo...

Jillian DelSignore dives into Nasdaq ETF trends, fresh off the Future Proof festival. She discusses her takeaways from the festival, including AI chatter. Jillian notes that active ETFs now outnumber passive ETFs and are gaining 40% of flows in the sector. Over $32 billion has flowed into Bitcoin and Ether ETFs. She also looks at the world of “liquid alternatives” and why investors might be intere...

"Connecting one data center to the next" will be the theme of A.I. in the coming years, says Cory Johnson. He points to Alibaba's (BABA) more than $53 billion investment into A.I. infrastructure and the reaction of markets as reason why. That said, Cory still doesn't see Chinese A.I. stocks as stable investments compared to their U.S. counterparts. He also notes other predominant...

Brianne Lynch and Jim Neesen update viewers on the 2025 IPO market. Brianne says investors are seeking innovative tech especially, with over a hundred billion dollars pouring in this year. She says there’s “wiggle room” around profitability if the IPO companies are showing strong growth. Jim thinks the number of IPOs can reach 350 by year end. He highlights several new IPOs and some highly-anticip...

David Dietze considers the tightrope the Fed is walking between its dual mandates and shares some of his stock picks. He sees a potential AI bubble, saying to watch whether users are actually willing to pay for the end product. He likes Schlumberger (SLB), JBS (JBS), and Molina Healthcare (MOH). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t...

Lithium Americas (LAC) saw a gargantuan rally on reports that the Trump Administration seeks a stake in the metal miner. Kevin Green says the deal is different than those of Intel (INTC) and MP Materials (MP) it made earlier this year. He takes investors through the details of the deal. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Jason Britton and Georgie Badiel-Liberty, a former Miss Africa, discuss ESG investing and how the Georgie Badiel foundation is bringing clean water to Burkina Faso. Jason discusses broader trends within ESG investing, which has fallen out of prominence over the last few years. “This is not philanthropy, this is not charity,” he emphasizes, arguing that you cannot fix the future if you aren’t activ...

Likefolio’s Landon Swan looks at CarMax (KMX) ahead of earnings – and prefers Carvana (CVNA). He argues that KMX is fairly priced and they don’t see a “huge turnaround” coming this quarter. In fact, he argues that the market expects them to keep losing share. He calls its loan division “a distraction” from being the best used car seller. ======== Schwab Network ======== Empowering every investor a...

Kyle Chasse returns to Schwab Network to explain why he remains bullish on crypto. He considers Bitcoin's recent price pullback "par for the course" in a bull market. The Trump administration allowing crypto in retirement accounts and expected rate cuts ahead add to Kyle's bull thesis for Bitcoin. Cory Klippsten adds that private and institutional investments spiking will lead to...

Ian Tien breaks down Micron (MU) earnings. Its data center business hit all-time highs, with overall revenue growth of 46%. Ian discusses the dramatic investments in data centers, supply chains, and other aspects of the AI race, and how Micron is working itself into the system. He thinks it can grow margins into next year and sees it “very well positioned” in the sector, especially with its U.S. m...

TheoTrade's Don Kaufman is back on Big 3 — and is bearish on all of today's stocks. He points to exuberant A.I. spend limiting upside potential in Broadcom (AVGO), technicals turning against Eli Lilly (LLY), and Goldman Sachs (GS) being "due" for selling action. Don offers his example options trades on the Big 3 while Rick Ducat turns to key levels to watch in the charts. =======...

Phillip Argue thinks the internals of the market are saying risk-on despite some manufacturing, housing, and consumer confidence looking “pretty bad.” He thinks 4Q is going to be “a much better backdrop” despite September’s historical volatility. He thinks a small pullback could happen in the last two weeks of the month but then sees upside from there. Phillip also notes that while a lot of attent...

Alex Barron believes the homebuilder industry will continue to struggle for the coming months. He sees slower than expected demand sticking to the sector even after the FOMC's interest rate cut earlier in September. Tom White offers an example options trade in KB Home (KBH) ahead of its after hours report, and another for Lennar (LEN). ======== Schwab Network ======== Empowering every investor...

Alibaba (BABA) says it is dedicating over $50 billion to building out its A.I. infrastructure, sending the stock soaring to a four-year high. Marley Kayden talks about the momentum it adds to the A.I. trade in China. Prosper Trading Academy's Scott Bauer leans slightly bearish on Alibaba's current position and offers an example options trade for investors. ======== Schwab Network ========...

Charles Schwab's Liz Ann Sonders gives investors a peek behind the curtain when it comes to consumer sentiment. She explains how a divergence between tariff-impacted purchases to non-tariff-impacted goods show a shift in caution toward the economy. Liz Ann also makes comparisons to frothy markets seen in 2021 with a rise in meme stocks and non-profitable tech companies. Michelle Gibley turns t...

Jay Pelosky notes that the market’s continual new highs haven’t given much room for investors to get back into the market after taking gains. He also talks about how analysts are still raising their estimates for earnings and the market. “It’s all about the earnings,” Jay emphasizes, and “forward earnings projections are pretty robust.” He also sees opportunities abroad, particularly in emerging m...

Wednesday's new home sales data came in stronger than the Street's expectations, something Kevin Green suggests points to a potential bottom in the housing market. He talks investors through the housing market indicators to watch, which includes stocks like KB Home (KBH). He suggests the bar remains low for the company's earnings after hours despite the home sales report. ======== Schw...

Thierry Wizman breaks down Powell’s comments yesterday and discusses the broader economy. He talks about the impact of a weakening dollar on the U.S., and how other countries, including the BRICS coalition, are hoping to keep weakening it as they buy gold. He doesn’t think the market has priced in enough volatility and sees opportunities for “sophisticated” investors within that sphere. ======== S...

A.I. optimism has Wells Fargo upgrading Amazon (AMZN) as the company lags behind its Mag 7 peers. Morgan Stanley was more mixed when it came to updating its tech names, seen in an upgrade for ServiceNow (NOW) and downgrade for Adobe (ADBE). Diane King Hall offers a closer look into what's driving the analyst movers Wednesday morning. ======== Schwab Network ======== Empowering every investor a...

Barry Knapp wants rates to hit 3.25% with a series of quick cuts, saying it would take pressure off small banks and homebuilders. He argues that economic policy and conditions have changed extremely quickly this year, and the Fed has not reacted to it yet. He discusses what the yield curve is telling him, as well as his opinions on tariffs and government spending. “For the balance of the year,” Ba...

Fed Chair Jerome Powell took the podium on Tuesday to gives his latest take on the economy. Included in his comments was referring to stocks as "fairly highly valued." Kevin Hincks talks about how the investors will digest the statement on Wednesday's session and into the rest of the week. He later tackles the uptick in mortgage applications and what it signals for the housing market...

Thomas Hayes sees opportunity in the current market despite some warning signs. He attributes the current market strength to sectors beyond the Mag 7, such as small caps and energy, which he believes are undervalued. In the A.I. space, Thomas is particularly bullish on Alibaba (BABA), citing its significant A.I. spending plans and valuation relative to peers. He also likes Intel (INTC), which he b...

Morgan Stanley downgraded Adobe (ADBE) to equal weight from overweight, and cut the software company's price target down to $450 from $520. Rick Ducat checks in on the chart, pointing to the steady downward slope shares have been sliding on so far in 2025. Tom White demonstrates a neutral to bullish options trading strategy. He uses a put vertical setup with the Oct. 17 strike date to illustra...

KB Home (KBH) is set to report earnings after the bell, and expectations are high after a strong beat last quarter. Mike Singleton believes the homebuilder could benefit from lower mortgage rates and a potential pickup in demand from first-time homebuyers. He sees KBH as a thematic play on this demographic, which could benefit from President Trump's pro-labor policies, including faster real wa...