Schwab Network

The SPX and NDX both hit new record highs on the week's first session ahead of a highly anticipated FOMC interest rate decision. The Mag 7 led trading action, from Nvidia's (NVDA) latest headwinds to China, Elon Musk's $1 billion purchase of Tesla (TSLA) shares, and Alphabet's (GOOGL) market cap milestone. Marley Kayden takes investors through the biggest stories of the session. ==...

Tim Anderson says second-hand tech stocks have seen sky-high rallies that continue day after day. He attributes the moves to investors seeking growth potential outside of the Mag 7 and other Big Tech stocks. He adds that companies integrating A.I. into their businesses are just now seeing the payoff that they can show to investors. When it comes to the Fed and a widely-expected interest rate cut,...

Thomas Urano thinks the Fed needs to signal their focus on labor market weakness by cutting rates, but doesn’t think it should cut by 50 points, or even cut several months in a row. He also discusses mortgage trends and housing affordability and explains what mortgage-backed security trends can indicate about the economy. As far as fixed income, he thinks that investors should be looking at the “b...

Western Digital (WDC) has surprised many investors as a huge winner, more than doubling its stock price over the last year. Rick Ducat shows how it and Seagate (STX) significantly outperformed tech peers. He also turns to key levels and options activity investors should watch in Western Digital in the event of a strong pullback. ======== Schwab Network ======== Empowering every investor and trader...

Mark Zandi calls a 50 basis point cut “premature” given “uncomfortably high” inflation. He’s concerned about the job numbers as well, saying that if anything else “goes off script, we’ll be right into recession.” He argues that we are “very, very close” to recession, and layoffs could upend the apple cart. He discusses the dangers of stagflation and the numbers he’s looking for in jobs reports tha...

John Kenning, CEO and President of First Student, discusses their new partnership with Samsara (IOT), which he emphasizes will improve safety on their school buses. They are integrating First Student’s Halo platform with Samsara’s AI-powered cameras and technology to detect road risks and improve information sent to parents and schools about arrivals and student boarding. “We transport almost a bi...

Luke Lloyd says the growth trade is back, and investors should stay alert when it comes to stocks that can accelerate momentum. He points to two recent IPOs in Bullish (BLSH) and Circle (CRCL) as beneficiaries of the crypto trade despite their sharp sell-offs from records. Luke notes AST Spacemobile (ASTS) holding strong growth potential in the space industry and GitLab (GTLB) as an A.I. beneficia...

Kim Forrest believes A.I. investors had their expectations set too high when it came to the evolving tech. She says many promises of the evolving tech won't be seen for years, though Kim eyes companies like Alphabet (GOOGL) and Microsoft (MSFT) that are using A.I. for "solving problems" today. Shay Boloor adds that markets are now looking into how companies are building an "A.I....

Gene Goldman thinks “we don’t need [a rate cut] yet.” He thinks market sell-offs are “buy the dip” opportunities as the economy stays “good.” While the labor market is weakening, Gene thinks that AI is stepping into the gap and starting to generate returns. “We are very, very diversified,” he adds, with favorite sectors including financials, healthcare and REITs. On rate cuts, he says, “Don’t figh...

As Tesla (TSLA) rallies on Elon Musk's $1 billion share purchase, @LikeFolio's Megan Brantley points to consumer interest revving higher for the company. She shows how the end to EV tax credits gave a boost to consumer interest as more people looked into buying Tesla vehicles. Megan later turns to long-term catalysts for Tesla by examining consumer trends in autonomous driving and robotics...

Meg Wheeler, founder of the Equitable Money Project, shares ways to manage finances and look to the future. She talks about the importance of financial education and investors being aware of how their money is working for them. “There is no one right answer,” she says, and offers tips towards stability, emergency savings, and investing towards long-term goals. ======== Schwab Network ======== Empo...

Samuel Kerr and Jonas Grankvist look at the IPO market this year. Samuel brings the data to show that this is the “best year in 3” for IPOs and expects several new deals this week alone. Jonas discusses recent IPO performance, including in Klarna. They discuss the importance of profitability, the impact of tariffs, and IPO pricing ambitions among companies like the eagerly-anticipated StubHub. ===...

"Crypto is here to stay," says CoinShares CEO Jean-Marie Mognetti. His company will soon debut in U.S. public market via SPAC merger. Jean-Marie explains that the company made the move as optimism on crypto reaches a fever pitch in the U.S. He explains what it means for CoinShares and its global reach when it comes to guidance. ======== Schwab Network ======== Empowering every investor a...

Aquiles Larrea rejoins today's Big 3 and offers three stocks he believes have fallen under investors' radars. He labels SL Green (SLG) as a REIT that can show "growth stock" potential, AT&T (T) as a communication stock that "has not disappointed," and Philip Morris (PM) as a "healthy" dividend player with more opportunity compared to peers in its space. Ri...

Philip Straehl thinks tariff impacts are still filtering through and will hit in the next few months. He considers them a “transitory element” but thinks an inflation surprise could cause a market downturn because it would delay the Fed rate cutting cycle. He talks about the impact of a 25 basis point rate cut this week on the economy, and the low probability of a 50 point cut. ======== Schwab Net...

Jesse Wheeler warns that interest rate cuts take a while to filter through the economy. He discusses how a cut could affect the jobs market and housing market, but thinks that businesses may stay on the sidelines after a first cut. He talks about why the labor market has taken a hit, tying it to immigration issues: “without that engine of labor supply,” the jobs needed to be created to keep unempl...

Current expectations on the FOMC's September interest rate cut may not be as solid as investors anticipate, says Kevin Green. He says a "fairly aggressive" retail sales print Tuesday, among other inflation reports, can shake up cut probabilities. As far as stocks to watch, Kevin points to small caps and financials as interest rate movers. He later touches on the "mixed picture&q...

Marley Kayden takes a closer look into Tesla (TSLA) CEO Elon Musk's $1 billion purchase of shares. She notes Musk's move as a sign he's doubling down on the company's "ambitious" goals. Marley notes it can be a struggle, particularly one goal of Tesla to hit $2 trillion market cap by mid-2026. @ProsperTradingAcademy's Charles Moon offers an example options trade for T...

Michelle Gibley with @CharlesSchwab turns to the international A.I. trade by looking at China's rally on tech stocks. She says institutional investing may be driving the overseas rally. Michelle adds that tariff talks remain hot as China also tackles anti-monopoly measures against Nvidia (NVDA). Cooper Howard talks about the Fed's meeting this week regarding interest rates that still holds...

Ivan Feinseth remains bullish when it comes to cruise lines. He sees these companies roughing tough waters as many increase capacity, add new ships, and tack on more activities to draw new customers. Ivan points to Royal Caribbean (RCL) as the leader of the fleet. Tom White offers an example options trade for Royal Caribbean. ======== Schwab Network ======== Empowering every investor and trader, e...

Ted Weisberg discusses why a 25 basis point cut is the right move this week and names some stock picks. He’s a long time Meta (META) bull and thinks it can continue to climb, calling it “reasonably priced” in the tech sector. He also likes glasses maker Essilor (ESLOY), discussing its vertical integration and expansion. Other picks include Oracle (ORCL) and Chubb (CB). However, he says that divide...

On the opening day to Schwab Network's new show, Opening Bell, Kevin Hincks reports from the @cboeglobalmarkets to break down what investors should watch for this week. The biggest talker: the FOMC and its interest rate meeting. Kevin talks about expectations heading into the highly anticipated meeting that includes a near-certain rate cut. ======== Schwab Network ======== Empowering every inv...

Richard Grasso, former chairman of the NYSE, joins Opening Bell to talk financial literacy and his history in the markets. “The only way” to find economic stability for the young generations, he argues, is through investing. He discusses his time as the leader of the NYSE and his work developing it. He cheers bringing small investors into the stock market and broader access to financial informatio...

Markets started the trading week with up arrows, including a new record high in the SPX. Kevin Green shows levels for investors to watch throughout Monday's session. He also talks about Tesla's (TSLA) upside potential following its rally in the morning, noting if it can break a key resistance level, there's a chance its rally can continue. ======== Schwab Network ======== Empowering ev...

UBS upped its price target on Micron (MU) to $185 from $155 as the stock hit new record highs Monday morning. Wedbush added Palo Alto Networks (PANW) to its "best ideas" list as it sees strong potential for the cybersecurity stock. GE Vernova (GEV) was upgraded by Melius Research on expectations earnings can power the stock in 2027 and beyond. Diane King Hall runs through the morning&#39...