Schwab Network

Big banks like Bank of America (BAC), Wells Fargo (WFC), and Citigroup (C) posted massive numbers in earnings, but the stocks sold off after Wall Street set a higher bar. Meanwhile, headline risk on the other side of the globe creeps into U.S. markets. Marley Kayden and Sam Vadas talk about their final takeaways on Wednesday's trading action. ======== Schwab Network ======== Empowering every i...

Take a seat. For today's overlooked stock, George Tsilis turns to Adient (ADNT), a manufacturer of seating systems for passenger and commercial vehicles. UBS offered a lift for shares after upgrading the stock to buy from neutral due to its "attractive valuation." George takes investors through the company's financials to explain the numbers driving UBS's updated bullish view...

Midterm election years usually see a lot of politics-related volatility, says Jason Blackwell. “They’re doing a bit of A/B testing” on their voting bases, and the markets tend to have “the biggest drawdowns and the biggest recoveries” because those proposals don’t materialize. He warns investors not to get “whipsawed” this year. Jason is focusing on “cash flow, cash flow, cash flow” and thinks the...

"This is a five to ten-year plan, not a five to ten-month plan," says Brandon Karpeles, CEO of Sovreign. While he makes the case that it will take time for companies and consumers to adjust to cryptocurrencies, it will add value for businesses in the long-term. He explains how he sees the rollout for crypto and the hurdles ahead toward adoption. ======== Schwab Network ======== Empowerin...

Megan Brantley from Likefolio discusses Shopify (SHOP), highlighting web traffic acceleration over the last 1-2 years that far outpaces competitors. She notes that its system “plays nicely” with the biggest AI systems, giving it an edge for consumer shopping through there. Megan emphasizes how Shopify is helping small and medium businesses gain customers. ======== Schwab Network ======== Empowerin...

Anthony Ferry was not surprised by the latest retail sales report as consumers continue to look for bargains and using BNPL at record levels. He expects the same trends to continue, emphasizing “need to haves” rather than “want to haves.” Brian Jacobsen notes a decline in big-ticket items, partially driven by tariffs. He thinks consumers took advantage of the holiday shopping season by slowing dow...

Not your parents’ portfolio: Kyle Bergacker talks alternative investments, especially accessing private markets. Private markets have changed substantially over the last two decades, he argues, and now people have investment vehicles through some of the private capital giants. He explains how to access them and why investors may be interested in them, including “illiquidity” payouts and tax advant...

Andrew Graham is a bull on networking equipment, thinking investors will move to where the real earnings growth is. He also likes microchips and analog devices and says the rise in cyclicals needs justification. He likes Amazon (AMZN), saying “this is the time” to own it. He’s also watching Cisco Systems (CSCO) and Arista Networks (ANET). ======== Schwab Network ======== Empowering every investor...

Kenny Polcari tells investors to shake off the negative price action on Wednesday. He points to the start of earnings season and a stronger-than-expected CPI backing a bullish narrative to start 2026. As for his top picks, Kenny makes the case for Neurocrine Biosciences (NBIX), Verizon (VZ), and L3Harris Technologies (LHX). ======== Schwab Network ======== Empowering every investor and trader, eve...

Eric Sterner and Pierre Buhler break down big bank earnings. Eric notes that consumers still look healthy at an aggregate level, with write-offs and provisions for credit losses lower. He also expects M&A activity to be strong this year, boosting bank revenue. Pierre noticed a slowdown and is worried around investment banking. He’s also looking for warning signs around credit. They both cautio...

TheoTrade's Don Kaufman is back to being a bear on today's Big 3. He explains his bearish theses and offers example options trades in Costco (COST), the iShares MSCI Emerging Markets ETF (EEM), and Broadcom (AVGO). Kevin Green turns to technical analysis in all three stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and a...

Silver, gold, copper, and other metals hit all-time highs throughout the week. David McAlvany has a price target of $8,000 an ounce in gold for the next three years. He believes investors with pockets of all sizes are seeking refuge from geopolitical turmoil and uncertainty through the gold trade. As for silver, David explains how AI and renewable energy is helping usher in a "generational re...

Bonds are doing exactly what they’re supposed to right now, says George Bory. The Fed still has an “easing bias,” but at a slow pace. Along with good growth and stable inflation, “that all underpins bonds.” He stresses that “the income is your friend” in the bond market. He discusses potential scenarios for 2026, bullish and bearish risks, and how fund managers are using diversification to hedge....

Cloud will be "extremely important" in 2026, says Matt Tuttle, as he sees Amazon's (AMZN) AWS in the center in AI's expected thematic shift. He explains how Amazon will capitalize on cloud growth along with advertising revenue that's taking more of the overall pie. Tom White offers an example options trade for the Mag 7 stock. ======== Schwab Network ======== Empowering every...

China is seeking to replace U.S. and Israeli technology with its domestic firms. Not only will it limit Nvidia (NVDA) chips on an occasional basis, but China issued cybersecurity and chip bans against companies like Palo Alto Networks (PANW), Fortinet (FTNT) and Broadcom (AVGO). Marley Kayden talks about the back and forth between the U.S. and China to highlight the shake-up these stocks can exper...

Collin Martin and Nate Peterson walk through the big picture. They give their takeaways from the latest economic data, examine the Mag 7’s recent underperformance, and compare labor market and inflation metrics. While the Supreme Court did not rule on tariffs today, they look at potential consequences if the government loses the case. “We see very little risk” of a big inflation reacceleration, no...

John Kosar walks through the Asbury 6, a way of measuring markets. Four of the indicators are green, while two are red. He examines inflows into S&P 500 sectors to tell where money is moving in markets: the top three sectors are Healthcare, Industrials, and Financials. “This has been a really interesting market,” John says, pointing out crosscurrents and breaking down the Mag 7’s recent perfor...

Existing home sales increased for the fourth months in a row, says Kevin Green, a positive signal for a struggling housing market. As for November's retail sales, he notes pressures in goods along with utility and gas prices accelerating higher. KG explains what it all means for the Fed's fight against inflation. On the commodities front, he talks about metals like gold, silver, and even t...

“A lot of industries were constrained in 2025,” contributing to the K-shaped economy. Steven Wieting thinks that 2026 could see us outgrow the K-shape. He believes that we “can’t depend on money” amid concerns around Fed independence and other factors and looks at alternatives like gold and Bitcoin. “You want to own the productive capital of the economy,” he adds. Steven notes that extreme capex s...

Diane King Hall hits headlines moving markets Wednesday morning with a glimpse at the big banking picture through Citigroup's (C) earnings. EPS beat but sales missed, though investors didn't lean one way or the other in stock direction. On the Big Tech front, Daine notes Nvidia (NVDA) being granted conditional approval to sell H200 chips in China. She later turns to reports of Netflix (NFL...

“Inflation really isn’t going to be the problem,” argues Jim Thorne, and the Fed needs to loosen rates. “I love the banks,” he says, calling them a core holding for the rest of the decade. He looks at regional banks but also “loves” JPMorgan Chase (JPM), Morgan Stanley (MS) and Goldman Sachs (GS). He’s targeting 8,000 on the SPX for the end of the year and thinks Nvidia (NVDA) will be one of the d...

Netflix (NFLX) shares are searching for strength with the stock recently hitting 9-month lows as it seeks to buy Warner Bros. Discovery (WBD). Tom White turns to the bearish trends gripping the stock and highlights bullish signals to mind for a reversal. He then turns to the options front and offers an example trade. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Brett Hillard turns to two very different industries while offering strong insights for each. On defense, he favors "early stage" tech companies with signs of profitability. As Brett explains, just mind the length of government contracts. He later touches on the supply restraints in real estate and why they won't shift anytime soon. ======== Schwab Network ======== Empowering every i...

Nigam Arora tells investors to "ignore the noise" in big bank earnings and focus on the big picture. While JPMorgan Chase (JPM) stumbled in its investment banking sector, Nigam sees their fortress-like balance sheets as the true strength backing banks. As for President Trump's credit card rate cap proposal, Nigam explains why he's still bullish long-term despite the risk to profi...

Higher highs and higher lows are helping Rivian's (RIVN) stock despite recent shakiness. Charles Schwab's Rachel Dashiell talks about the near and long-term bearish and bullish trends for the EV maker. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app...