Schwab Network

Kevin Horner’s Technical Tuesday covers the S&P 500 (SPX), Rivian (RIVN) and Intuitive Surgical (ISRG). On the S&P 500, he highlights the 50-day moving average as a place to watch and expects a bullish tilt. Rivian has a “really great report” in early November and rallied 80%, breaking $20 for the first time. Kevin points out what to watch to the upside or downside from here. He sees an as...

Chris Marangi of Gabelli Funds discusses the launch of their sport and entertainment ETF (GOLS). He says the interest in experiences over things and the durable interest in sports are behind their thesis. He calls sports the “anti-AI play” and notes that sports teams have provided strong returns over the last few years. Along with sports, the fund invests in entertainment names like Live Nation (L...

Kevin Mahn thinks the market can see another year of double-digit growth, arguing spending and Fed rate cuts will buoy the market. However, midterm elections could offer a twist. Unless the labor market “really starts to rattle,” he foresees only two rate cuts at most in 2026. His picks now include Comfort Systems (FIX), Duke Energy (DUK), NextEra Energy (NEE), Indivior (INDV), and L3Harris (LHX)....

Tony Bancroft's takeaways from 2025 flow into 2026: strong defense spending and geopolitical uncertainty will lift defense stocks. He expects shipbuilding and aircraft companies to see significant upside in the new year. Nicolas Owens argues most stocks in his watchlist are "fairly valued" or "fully valued," though projects "healthy" growth in 2026. He makes a dis...

Investors have the chance to "watch the sausage being made" at CES 2026, says Olivier Blanchard. He talks about the highlights he's seen so far, from Nvidia's (NVDA) push in robotics and robotaxi, to Intel's (INTC) "comeback story." As for AMD Inc. (AMD), Olivier says the company is in a "really great position" to capitalize on AI tailwinds. ======== Schwa...

Memory storage chip stocks like Micron (MU), Western Digital (WDC), and SanDisk (SNDK) continue to surge as the need to store AI data accelerates. Marley Kayden explains how reports of SK Hynix and Samsung price increases, paired with training AI models off Nvidia (NVDA) chips, help power robust investor optimism. She weighs the question: can these rallies continue, or is a reversal in sight? ====...

LikeFolio's data shows Amazon's (AMZN) advertising revenue closing the gap between it, Alphabet (GOOGL), and Meta Platforms (META). Landon Swan credits the Mag 7 giant as a "master of execution" behind its evolving advertising strategy and its AWS cloud platform. Both factors make Amazon an "infinite hold" for LikeFolio. ======== Schwab Network ======== Empowering every...

Joe Cavatoni covers the catalysts in the gold market as the metal nears all-time highs once again. While geopolitics are affecting the price, he thinks underlying economic conditions are the true bullish driver. A new Fed Chair could change everything, and he’s closely watching monetary policy around the world. Joe explains how U.S. debt worries are impacting metals as well. ======== Schwab Networ...

Jessica Inskip talks all about tech on today's Big 3. She labels Apple (AAPL) as her top stock pick for 2026 due to its potential to become a quiet but strong AI winner. Jessica notes Oracle's (ORCL) steady growth story and IBM Corp.'s (IBM) extended infrastructure reach as positives. Rick Ducat dives into the bullish and bearish trends to watch in today's Big 3. ======== Schwab Ne...

Ed Siddell expects 2026 U.S. GDP growth between 3%-4%. He thinks we could see a market correction that would create opportunities for investors. He anticipates a pullback in gold and silver as the dollar climbs, which he calls a chance to buy in. Ed is “very bullish on small caps,” anticipating rates to stay steady going forward. He covers potential geopolitical catalysts that would change the mar...

New leaders can emerge from markets in 2026, says Charles Schwab's Joe Mazzola. He urges investors pay attention to industrials as markets experience broad strength. However, Joe points out that Nvidia (NVDA) continues to muscle leadership with its CES 2026 headlines. Mike Townsend calls the U.S. capture of Venezuela's president a "big, big deal" for a Congress that wasn't co...

“I don’t know how consequential the January theory is anymore,” says Jake Dollarhide, referencing the market adage that as goes January so goes the year. The Fed has “one rate cut in it,” he argues, looking at the makeup of hawks and doves on the board. It’ll all come down to the jobs reports – and he thinks unemployment could hit 5%. Jake is looking for an “official rotation” in markets this year...

Kevin Hincks reports from the Cboe Global Markets to highlight his top stories ahead of the opening bell. He says Micron (MU), Western Digital (WDC), and SanDisk (SNDK) are worth watching as headlines of tight AI memory chip supply lingers. Metals continue to tick higher, particularly silver, as their narrative around AI grows tighter. Kevin later notes Bitcoin's recent rebound and how it conn...

Investors will keep focusing on market fundamentals, says Sam Stovall. Though he expects a good year, he warns that historically, we’re reaching the end of a pattern for double-digit gains. He highlights tech, utilities, and communication services, and potentially financials. Turning to the Fed, he doesn’t expect the first cut until April. He explains what a failed Santa Claus rally could mean for...

Truist sees a bull case for Palantir (PLTR). Diane King Hall explains why the analyst initiated a buy rating and $223 price target for the AI software company. She then turns to big banks in Wells Fargo (WFC) after Baird downgraded the stock. In the airline industry, Diane touches on BofA's price target hike in Delta Airlines (DAL). ======== Schwab Network ======== Empowering every investor an...

David Schulhof, head of the MUSQ Global Music Industry Index ETF (MUSQ), calls 2025 a blockbuster year for the music industry. He labels it the year of "music on steroids," noting explosive streaming growth with companies like Spotify (SPOT) taking advantage through incremental price increases for its services. David explains how his ETF takes advantage of that streaming growth, which in...

Brian Kessens talks about the impact he sees for energy markets after the U.S. captured Venezuela's president. He believes electricity will be paramount to the future of energy, calling electricity "new oil." Brian later notes the increase in natural gas and weather's role in spiking prices. ======== Schwab Network ======== Empowering every investor and trader, every market day....

With Venezuela headlines spiking oil volatility, Jim Bianco (@BiancoResearch) explains why he sees prices ticking higher. He offers a global take on pricing by looking to China and the role it plays in uncertainty. Jim then explains how all of this affects the bond markets. As for the Trump administration, Jim believes its focus lies in the 10-year yield. ======== Schwab Network ======== Empowerin...

As a part of its internet stock analytical rebalancing, Wolfe Research downgraded Shopify (SHOP) to peer perform from outperform. That said, Rick Ducat notes the stock has done well over the past year, but points out shares struggled to break through a downward ceiling. He turns to other bearish and bullish trends in the stock and offers an example options trade. ======== Schwab Network ======== E...

Palantir (PLTR) has been locked in a trading range since the summer, though Truist sees promise in forward momentum after initiating coverage with a buy rating and $223 price target. @CharlesSchwab's Ben Watson shows how the stock is "squeezing" its recent price action short-term. He then highlights the long-term oscillation and shows where a breakout or breakdown can occur. ========...

Carley Garner believes the market "got it right this time" by pricing crude oil futures higher following the U.S. capture of Venezuelan president Nicolás Maduro. That said, she tells investors don't be surprised to see a "vacuum" in price action if crude stays below $65. Matt Maley tilts bullish when it comes to companies tied to the oil trade. He argues crude oil doesn&#39...

Michele Schneider with MarketGuage explains the themes she's watching in what she calls a "fire horse" market this year. She likes robotics, biotech and crypto heading into 2026 and has an eye on small caps. However, Michele urges investors watch for persistent inflation and price impact on everyday goods as a test against American consumers. ======== Schwab Network ======== Empowering every inves...

The first full trading week of 2026 started with more volatility than investors expected after the U.S. took Venezuela's president into custody over the weekend. Oil was the biggest mover of Monday's session, though Marley Kayden and Sam Vadas also turn to other key trades of the day, from Bitcoin to AI memory chip stocks like Micron (MU) and Western Digital (WDC). ======== Schwab Network...

Staci Warden, CEO of Algorand Foundation, projects significant growth for crypto in 2026, anticipating ETF inflows and stablecoin expansion to mirror or exceed 2025's figures. She emphasizes crypto's evolving role as financial infrastructure, increasingly tied to traditional finance and macroeconomic factors like interest rates and liquidity. Warden also highlights the critical need for cl...

Mizuho's Nitin Kumar sheds light on Venezuela's evolving role in the global oil market. He details the potential for increased output, particularly in the near term for refiners like Valero Energy (VLO) and PBF Energy (PBF), and the strategic importance of Chevron (CVX). Nitin also weighs the long-term implications for U.S. shale producers and the broader geopolitical landscape of oil. ===...