Schwab Network

The biggest heist of crypto assets lingers in the minds of crypto investors after hackers stole $6.3 billion worth of assets from Binance late last week. Charles Schwab 's Adam Lynch explains how the headline ramped volatility in Bitcoin and other cryptocurrencies. He touches on the ripple effects he sees forming following the Democratic sweep of the House and Senate in the 2026 midterm electi...

Uber Technologies (UBER) rallied on earnings even though the rideshare staple posted mixed results. Block (XYZ) closed as one of the top performers in the S&P 500 (SPX). Qualcomm (QCOM) and Applovin (APP) posted their earnings after Wednesday's close. Marley Kayden talks about the biggest post-election stories moving Wall Street. ======== Schwab Network ======== Empowering every investor a...

CVS Health (CVS) will divide its healthcare empire into two separate businesses. Meanwhile, Oracle (ORCL) shaves off new contracts by scrapping its tentative deal with Tencent. Marley Kayden and Sam Vadas take investors through their top takeaways of Wednesday's session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

Philip Straehl of Morningstar Wealth discusses the historical trends suggesting that gridlock in D.C. is good for stocks and why the correlation holds up to expected trading action ahead. It's not a tide lifting all boats, however, with Philip pointing to a sweep from the Democratic party likely leading to a hinderance on the AI buildout. Health care is another sector he expects to see signifi...

Elizabeth Bell discusses opportunities and risks across real estate, including housing affordability, surging data center demand and power constraints. She also highlights infrastructure, New York City multifamily and real estate secondaries as attractive areas, while favoring high-barrier-to-entry markets over new development. ======== Schwab Network ======== Empowering every investor and trader,...

Charles Schwab's Kevin Horner breaks down key technical levels for the S&P 500 (SPX) as traders eye 7,800 and potentially 8,000. He also analyzes Domino’s Pizza (DPZ) as it tests major resistance and AutoZone (AZO) as its chart shows improving momentum above key moving averages. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Johnny Wu discusses the strength of the broader market and semiconductor trade despite recent AI volatility. He breaks down the SMNG ETF, which gives U.S. investors exposure to 16 Samsung Group companies across semiconductors, smartphones, construction, finance and other industries, while highlighting Samsung’s major role in South Korea’s economy. ======== Schwab Network ======== Empowering every...

Uber Technologies (UBER) earnings showed a slowdown in the rideshare giant's core business, but other arms of its revenue stream showed strength, including delivery. Christine Short explains why the stock is rallying on the report and the future prospects she sees for Uber's longevity. Andrew Wang points out that booking grew 20% but adjusted EBIDTA accelerated 31%, something he sees as a...

Several software companies report earning after Wednesday's close, including Applovin (APP), HubSpot (HUBS), and Snap (SNAP). Ali Mogharabi says he's keeping on eye on how tech companies issue guidance this earnings season, along with assessing whether automation or productivity is a priority to be more competitive. He favors larger companies with wider reach in e-commerce and high cash fl...

LikeFolio's Andy Swan breaks down strong consumer demand for DoorDash (DASH) and how its Maplebear (CART) acquisition could strengthen its position in food and grocery delivery. He also discusses regulatory and execution risks, margin growth and how autonomous delivery could create significant upside for the company. ======== Schwab Network ======== Empowering every investor and trader, every...

AMD Inc. (AMD) results proved the company's turnaround plan is working, according to Kim Forrest. She outlines how the chipmaker's demand picture shows bright spots in all the right places and points to comments from CEO Lisa Su complimenting the earnings report. While a Congressional flip to Democratic control following the midterm elections complicate the timeline for the AI infrastructu...

As AMD Inc. (AMD) pulls back after it posted strong earnings and, Ed Butowsky says he has "no idea" why the stock is declining and "should be bought all day long." Christopher Davis isn't as "unabashedly bullish" as Ed, noting that the Democratic flip in Congress signals a slower AI buildout, a key growth driver for AMD. However, Ed still makes the case that exist...

CVS Health (CVS) plans to separate its retail pharmacy and insurance businesses into two companies. Brian Tanquilut, managing director of healthcare research at Jefferies, says the move could help CVS adapt to expected regulatory changes. That said, Wednesday’s 12% stock decline following their earnings announcement may reflect concerns about higher administrative costs. Despite the stock selloff,...

Don Kaufman of TheoTrade takes investors through his key takeaways from Democrats flipping Congress in the midterm elections, along with how he sees it affecting markets. He offers bearish example options trades for all of his picks in the iShares 20+ Year Treasury Bond ETF (TLT), Goldman Sachs (GS), and Apple (AAPL). Rick Ducat offers more insight into Don's trades by taking investors through...

Paul Schatz discusses the market rally and two potential paths for stocks, including a possible 10% to 15% correction followed by a stronger 2027. He expects a Fed pivot, weaker rates and a softer dollar to help spark a new bull market in metals. Schatz also remains bullish on oil, arguing it has more upside regardless of developments in Iran and the broader Middle East. ======== Schwab Network ==...

Michael McNamara breaks down McDonald’s (MCD) earnings, including higher average tickets, value offerings and international growth as the company navigates softer traffic and high beef prices. He also discusses the company’s loyalty strategy and a favorable Q4 setup. Tom White then outlines a short-term neutral-to-bearish options trade on MCD after the stock’s recent rally. ======== Schwab Network...

Sam Vadas says "AMD seems to be turning its own tide," referencing AMD Inc. (AMD) beating earnings as the stock moves higher while other chipmaking peers struggle. Marley Kayden highlights key metrics in the report and explains how AMD "beat where it mattered." Prosper Trading Academy's Charles Moon walks through an example trade for AMD with a bullish sentiment. ======== S...

Charles Schwab's Liz Ann Sonders believes a decisive outcome in the midterm elections opened the door to a market rally Wednesday as a chapter of macro uncertainty closes. She weighs the possibility for a year-end rally and continues to emphasize the importance of diversification as investors digest the midterm results. Mike Townsend explains how a Congressional flip will shape U.S. and foreig...

Bob Doll discusses the market’s post-midterm rally and why political gridlock could support stocks, even as he expects volatile, sideways trading in the near term. He sees strength in alternative energy and health care, while watching weakness in defense and risks surrounding technology, AI and data centers. Doll also highlights strong corporate earnings growth as a key support for the market, but...

David Wagner discusses the post-midterm market rally, the outlook for data center and AI spending, and why strong earnings could support further gains. He highlights Copart (CPRT), Amphenol (APH) and Amazon (AMZN), calling Amphenol a must-own data center play and Amazon one of his favorite Mag 7 stocks. Wagner also explains why he believes investors should not get too conservative and argues the F...

Block (XYZ) leaning more into AI is having a positive impact on earnings, as Diane King Hall points to the metric giving the company an edge in Wednesday's early trading action. A slide in comp. sales led to a miss on revenue, though the stock gained in the minutes after the opening bell. Diane then turns to Skyworks Solutions (SWKS) and its selloff focused on weakness in its guidance. =======...

Doug Cohen discusses the market’s post-election rally and why he expects the S&P 500 (SPX) to remain resilient through year-end. He sees opportunities as the rally broadens beyond tech into industrials, health care and financials, while favoring equal-weight exposure to reduce concentration risk around the AI trade. Cohen also weighs the outlook for the Mag 7, AI spending and data center inves...

As Wall Street finds its footing following midterm elections that resulted in a Congressional flip, Kevin Hincks says not to forget about key international headlines, either. Pakistan calling out positive deescalation talks is pulling crude oil futures down. Kevin explains what the dynamics between midterms and lower crude means for the stock market Wednesday, including the AI trade. He then turns...

After signing a deal with SpaceX (SPCX) for mobile communications, Qualcomm (QCOM) moved higher in premarket trading. Rick Ducat with Charles Schwab breaks down key levels in Qualcomm as the stock has underperformed compared to other chipmakers. He says the underperformance is "nothing to write home about" since earnings may be a catalyst for the company. Rick turns to an example trade h...

Nick Giorgi believes the midterm election selling following the results is a "sell the rumor, buy the news" event and calls it a clearing event for the stock market. As for the AI trade, Nick makes the case that AI stocks will still outperform even as expectations for a slower AI buildout begin to surface. Healthcare is another sector he sees standing strong, though he's hesitant on...