Schwab Network

Likefolio’s Andy Swan agrees with analysts raising their prices targets on Delta Airlines (DAL), calling it the “clear leader in the space.” Delta’s web visits are up 7% year-over-year, and Andy notes their success with premium upgrades and profitability. Southwest Airlines (LUV) and American Airlines (AAL) need to catch up, he adds. ======== Schwab Network ======== Empowering every investor and t...

Joe Galvin and Cory Stahle break down the ADP jobs data and preview Friday’s employment report. Cory sees the report as a “yellow flag” and says it is clear the labor market is adding progressively fewer jobs. He also notes that the labor pool could be shrinking due to age and immigration policies, changing what makes a “good report.” Joe notes that his survey of CEOs is in-line with the report, w...

CES 2026 offered an array of new technology to showcase from industry giants like Nvidia (NVDA), AMD Inc. (AMD), Intel (INTC), and many others. Steven Dickens says it all points to what he considers a clear picture: AI is here to stay. He talks about his CES 2026 experience and explains how physical AI like robotics and autonomous driving will serve as fulcrums to future tech momentum. ======== Sc...

TheoTrade's Don Kaufman is bullish on the SPDR E&P Retail ETF (XRT) and Caterpillar (CAT), but tilts bearish on Merck (MRK). He explains his stance on today's Big 3 and offers example options trades for each. Rick Ducat shows bearish and bullish trends in the charts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are n...

"The companies brought their boxing gloves out" for CES 2026, says Logan Gilland. He notes clear distinctions in Nvidia (NVDA) and AMD Inc.'s (AMD) presentations and how each can etch out a win from CES. However, when it comes to investments, he believes Wall Street is pricing in "complete perfection" for semiconductors and urges investors to look at underappreciated corner...

2025 was about policy changes, 2026 is about how the economy will respond, says Thomas Urano. He thinks tailwinds remain and is “optimistic” about the first half of 2026. He thinks Treasury markets will struggle with “two masters” as the Fed’s path remains uncertain; for credit, he says investors should be careful about where they’re looking for yield. Thomas is optimistic on international equitie...

John Grace thinks investors are lacking defensive strategies amid the bull market, warning that down moves can happen with “lightning speed.” He describes how he sets up his own defense strategies to limit losses, including using active management and “greater diversification” like international equities. John looks to the past to help decide portfolio allocations and lays out a potential road map...

Peter Andersen believes investors won't be as focused on the quarterly earnings Constellation Brands (STZ) releases Wednesday. He sees guidance as the critical figure. Signals of beer sales bottoming and signs that customers are buying more alcohol are what Peter expects will lift the stock. However, he says that's "a tall order to fill" for the beverage company that faced headwi...

Deckers (DECK) received a pair of downgrades from Baird and Piper Sandler as analysts question the outlook for its Hoka brand. Marley Kayden walks investors through the downgrades while Prosper Trading Academy's Scott Bauer offers an example options trade for the athleisure stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market M...

Tom Bruce is optimistic about growth accelerating in 2026. AI is displacing a part of the workforce “we’ve never seen before,” and the slower it is integrated, the less disruption there will be. He thinks we need at least 5 years to roll out AI across the economy. He argues that most of American spending is based on the “wealth effect,” and a bear market could make a bigger impact than people expe...

Charles Schwab's Kevin Gordon notes the 50 million barrels of oil the U.S. will reportedly hold for Venezuela is "not economically significant" for the U.S. As for the U.S. jobs picture, he talks about the dynamic creating a unique cycle in private payrolls. Cooper Howard says the "no hire, no fire" mentality can drag yields lower and eventually lead to long-term range-boun...

Ty J. Young expresses cautious optimism for the 2026 market, citing falling inflation and energy prices, and expected Federal Reserve interest rate cuts. Young anticipates significant market volatility and potential pullbacks. He also offers a skeptical view on gold as an efficient investment, despite its historical role as an inflation hedge. ======== Schwab Network ======== Empowering every inve...

A spike in lithium prices led Baird to issue an upgrade for Albemarle (ALB). Diane King Hall notes the slight uptick in shares for the stock and talks about how this story applies to the metal rally seen in recent months. On the other end of the analyst spectrum, Jefferies issued a downgrade for First Solar (FSLR) while Piper Sandler downgraded Deckers (DECK) over Hoka's outlook. ======== Schwab N...

"No fire, no hire" continues to be the mantra of the labor market, says Kevin Hincks. The latest private payrolls print showed 41,000 new jobs in December. When it comes to the Fed, Kevin Hincks says the trend for interest rates is lower, it's just a matter of when. He also talks about headlines surrounding President Trump and comments that Venezuela will give the U.S. 50 million bar...

Constellation Brands (STZ) reports earnings after Wednesday's closing bell with Wall Street pricing in a double-digit decline. Through her social media analysis, Tsvetta Kaleynska says beer dominates discussions around Constellation Brands, noting brand consistency as a strength for the company. She believes analysts need to pay attention to how tariffs are impacting the company's core aud...

BNP Paribas upgraded Block (XYZ) to outperform from neutral. While it gave shares got a boost, Rick Ducat notes the long recovery ahead for the stock after it vastly underperformed the SPX in 2025. As he shows key levels to watch in Block, Rick also notes options activity to highlight where traders expect price action to turn. ======== Schwab Network ======== Empowering every investor and trader,...

Joe Brusuelas calls the private payrolls uptick "underwhelming" after showing 41,000 hires for December. He says he talked with company executives who hold "hesitation" of adding new positions until AI shows long-term returns on investment. As for the Fed, Joe doesn't see appetite for an interest rate cut for the next few months. ======== Schwab Network ======== Empowering...

Barclays helped build a bullish foundation for Lowe's (LOW) after issuing an upgrade for the stock. Charles Schwab's Rachel Dashiell takes investors through the short and long-term chart analysis for Lowe's to show where shares can regain traction. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:...

Markets experienced a tech-led rebound to kick off the first full trading week of the year. Chris Versace points to CES 2026 as the key catalyst, noting the wealth of AI, robotics, and autonomous driving updates revving up investor confidence. He believes we're still "very early" in AI adoption, expecting "second derivative" companies in the trade like storage chips to cont...

Sal Gilbertie offers a decidedly bearish outlook on crude oil. Conversely, Gilbertie is bullish on precious metals, looking at buying dips in gold, silver, platinum, and palladium. He highlights strong central bank demand for gold, which he believes creates a fundamental floor for prices, even if interest rates remain elevated. He also points to the increasing demand for silver and copper, particu...

Beyond stocks tied to AI memory chips and oil, Marley Kayden and Sam Vadas talk about under the radar movers in international stocks, gold, and silver. ======== 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/id146071918...

Brunswick (BC) started off 2026 strong thanks to an upgrade and price target hike from Jefferies. George Tsilis talks about the technology catalyst boosting optimism for the boat manufacturing company. As George explains, Brunswick is also riding on smooth tides when it comes to financials and its business plan. ======== Schwab Network ======== Empowering every investor and trader, every market da...

Nvidia (NVDA) hit the gas in the autonomous driving space. The Mag 7 giant announced multiple partnerships with companies specialized in the technology, posing new challenges to Tesla's (TSLA) self-driving ambitions. Rick Ducat analyzes Tesla's underperformance compared to the SPX and FSD peers in BYD Co. (BYDDY) and XPeng Inc. (XPEV) while highlighting key levels in the stock chart. He la...

Matt Field, CFO of Oshkosh (OSK), joins to discuss what they’re bringing to CES 2026. Oshkosh builds vehicles like garbage and fire trucks and is integrating AI and electrification. He discusses features like “refuse detection” that helps sort recyclables from trash and other real-world applications. Matt talks about how they use an autonomous platform both in the defense sector and at airports. H...

Christopher Davis and Ben Emons cover the defense sector. Ben says defense is the “name of the game,” arguing that the “Donroe Doctrine” creates more demand from companies like RTX (RTX) or Lockheed Martin (LMT). He thinks that the U.S. will boost its military presence in Greenland. Christopher thinks investors should be watching which companies in the sector can hold onto or boost their margins....