Schwab Network

Stocks tied to the AI trade were battered throughout the week, including key chipmakers like Nvidia (NVDA), AMD Inc. (AMD), and Micron (MU). Big banks painted a mixed picture for the financial sector. Crude oil surged more than 10% from Monday's opening bell to Friday's closing bell. Marley Kayden carries investors through the top stories of the trading week. ======== Schwab Network ======...

Agustín Escobar te lleva a través de los titulares del mercado de esta semana. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...

It's no secret that the AI trade has experienced a rough week as inflation fears continue to weigh on investor sentiment. Markets are also starting to draw the line on the Fed's interest rate decision for October. Marley Kayden and Sam Vadas take investors through their takeaways to close the trading week. ======== Schwab Network ======== Empowering every investor and trader, every market...

Jed Ellerbroek sees a mixed picture for big bank earnings that kicked off the final earnings season of 2026. However, he warns of investors becoming more uncomfortable with Big Tech firms using their ROI and reinvesting it into CapEx. For this earnings season, Jed makes the case hyperscalers like Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) need to demonstrate the d...

BGV’s Anik Bose breaks down the economics behind the AI spending boom and says enterprises ultimately need tangible ROI through higher revenue, greater profitability or lower costs. He points to Amazon (AMZN) and JPMorgan Chase (JPM) as examples of companies seeing potential benefits from AI, while much of corporate America remains in the experimentation phase. He warns that if enterprise demand f...

Dr. David Stubbs of AlphaCore Wealth Advisory says the core AI trade remains intact despite pressure on semiconductors and memory stocks. He believes GPU makers, hyperscalers and major companies adopting AI can continue to benefit from the buildout. Dr. Stubbs expects earnings to separate the winners from the broader AI pack and sees potential for M&A and consolidation across the space. ======...

Charles Schwab's Patrick Ciummo breaks down a bearish S&P 500 (SPX) setup after its pullback from recent highs. He also charts Reddit (RDDT) ahead of earnings and Alphabet (GOOGL), highlighting key technical levels and volatility to watch. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...

David Wagner of Aptus Capital Advisors explains why traditional bonds may not provide enough protection in volatile markets. He breaks down the Aptus Defined Risk ETF (DRSK) and Aptus Collared Investment Opportunity ETF (ACIO), including how the funds use options to pursue growth and downside protection. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Apple (AAPL) says preorders for iPhone Duo sold out within minutes, something that gives Olivier Blanchard confidence that there's "no reluctance" in people buying Apple products despite the steep price tag. While he expects to see softness in iPhone 18 sales, he doesn't see it as an overhang for earnings. Apple's agentic AI capabilities through Siri updates is what Olivier s...

Danielle Shay says a lot of the AI downside moves have been "greatly exaggerated" in 2026. The culprit? Danielle blames earnings and the sky-high expectations. As a technical trader, she discusses key support and resistance metrics she watches in determining next steps for trading AI stocks. In specific equities, Danielle talks about the "topping" action Broadcom (AVGO) sees af...

Hayley Berg explains why Thanksgiving airfare is up 31% and Christmas fares are up 23%, driven largely by higher jet fuel costs. She shares ways travelers can save and explains how AI is increasingly being used to find deals and stretch travel budgets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwab...

As Nvidia (NVDA) launches a new laptop that competes with Intel (INTC), LikeFolio's Megan Brantley still sees bullish consumer demand for the legacy tech company. Her firm's data shows a strong uptick in consumer sentiment that largely correlates with Intel's stock price. Megan notes one bearish point in sentiment with growing concerns on AI debt financing, though more foundry deals fo...

There are no signs of relief for Americans at the gas pump, says GasBuddy's Patrick De Haan. He turns to the numerous global disruptions to the energy trade keeping crude oil and diesel prices elevated. $7 diesel a gallon is something Patrick believes is possible short- to mid-term. Mizuho Americas' Robert Yawger adds more insight to the geopolitical tensions and how they keep the Trump ad...

Tim Bohen expects to see plenty of volatility in the tech trade until after the midterm election, though he sees trading opportunities across the space. He explains why $60 is a "get out" level for CoreWeave (CRWV), sees Apple (AAPL) benefitting from its expansive tech catalog long-term, and points to Atlassian (TEAM) maintaining its bull trend. Kevin Green offers his technical analysis...

Palladyne AI (PDYN) President and CEO Ben Wolff explains how the company’s AI software enables robots and drones to perceive, reason and act autonomously without relying on the cloud. He breaks down the difference between unmanned and autonomous systems and discusses an Army demonstration where one soldier directed a swarm of drones from different manufacturers. Palladyne AI is also demonstrating...

Lloyd Financial Group President and CEO Luke Lloyd remains bullish on software, arguing the sector offers discounted valuations and strong earnings growth while AI will not replace software. He discusses Palantir (PLTR), Fortinet (FTNT), Guidewire (GWRE), HubSpot (HUBS) and Adobe (ADBE), and says lower interest rates could drive more money into undervalued software stocks. Lloyd also sees the hott...

CFRA Senior Vice President of Equity Research, Alexander Yokum, breaks down regional bank earnings, strong consumer credit quality and the potential for higher credit-loss provisions as consumer conditions normalize. He also discusses AI agents as a longer-term threat to bank deposits and net interest margins, with growing deposit competition creating additional pressure. PNC Financial (PNC) remai...

Tesla (TSLA) wowed investors with its sci-fi-like Roadster demo Thursday night. The vehicle performed once unthinkable maneuvers for a car, though questions remain around pricing and the timeline to launch. Markets correspondent Alison Kosik discusses what she took away from the spectacle and key analyst notes raising many questions some investors likely missed. Dan Deming offers an example option...

The disconnect between company earnings and reaction in stocks is the key factor Alexandra Semenova of Charles Schwab is watching this earnings season. She believes it shows a sky-high bar being set for the months ahead as market breadth remains low. Cooper Howard talks about the "two conflicting narratives" between fixed income and the AI trade. Those narratives also conflict with the F...

Gene Goldman says the AI trade is far from over, but the next winners could extend beyond chipmakers into data centers, power, healthcare and financials. He remains bullish on technology and communication services while seeing opportunities in sectors that can use AI to improve productivity and margins. Goldman also favors fixed income as yields move lower and expects the Fed to hold rates steady...

The inflation narrative is still intact when looking at the latest round of import and export prices, according to Kevin Green. He explains how the dynamic sets the stage for the Fed's interest rate meeting at the end of October and complication for the final quarter of 2026. However, equities may get a lift from a falling U.S. dollar. One stock KG's keeping an eye on is Walmart (WMT) as t...

BofA issued a double upgrade for Fox Corp. (FOXA), sending shares of the legacy cable and entertainment company surging into the opening bell. Charles Schwab's Ben Watson explains how the stock is digging itself out of a fox hole with Friday's move and highlights key support and resistance areas ahead. He turns to an example options trade for Fox. ======== Schwab Network ======== Empowerin...

More bearish headlines for the AI trade hit Western Digital (WDC) and Seagate (STX) after Wells Fargo slashed price targets for both. Diane King Hall says the lower price targets don't necessarily indicate a heel turn from the firms' bullish stance. In the entertainment space, BofA's double upgrade in Fox Corp. (FOXA) gave green light for a bull run in the stock, though Netflix (NFLX)...

"You have to be very cautious, and you can't through the baby out with the bath water," says Kenny Polcari, making the case that there is opportunity so long as you mind macro risks ahead. He remains overweight in tech but sees opportunities in defensive sectors like consumer staples amid the lingering volatility. In tech, Kenny points to Micron (MU) and other AI memory stocks as key...

Henry Schwartz breaks down the surge in options trading, with volume on pace for another record year as retail investors flock to 0DTE and other short-dated strategies. He explains how traders are using options in Nvidia (NVDA), Tesla (TSLA) and Apple (AAPL), while bullish call buying continues to dominate single-stock activity. Schwartz also discusses growing index and ETF options volume, AI-powe...