Schwab Network

Kevin Green likes the technicals heading into the first trading day of 2026. He points to a recovery in AI storage names like Micron (MU) and a bounce back in chipmakers like Nvidia (NVDA) as positive momentum drivers. For stories to keep on the radar in 2026, KG urges investors pay attention to the data center and power narratives. As for commodities, he says silver is undergoing a likely "b...

Jenna Stauffer’s big idea for 2026 real estate is strong wage growth that will outpace price growth, creating more affordable housing. She discusses the factors besides pricing that are keeping people out of the market, including taxes and other fees. The median age of first-time buyers jumping to 40 means we are in a completely different environment, and she notes that Gen Z is upset about the la...

Charles Moon discusses the capex and power questions facing A.I. growth. He sees memory stocks leading the sector, and says they have held up the best this year, noting Micron (MU) at new highs. “This is probably the one segment to watch” for consistent growth and low volatility, he argues. Micron is set up “really well” for 2026 and could potentially become the leader of the segment. He also like...

Ted Weisberg gives traders lessons learned over a 64-year career on Wall Street. You have to have tech in your portfolio, he argues, saying that’s “where the growth will be, where the earnings will be.” He also points to market breadth in financials and energy: “there are opportunities everywhere.” He likes United Airlines (UAL), Chubb (CB), Meta Platforms (META), and Bank of America (BAC). Ted al...

Jim Ferraioli of Charles Schwab's Equity Research joins Jenny Horne on this week's Crypto Corner to highlight the year that was in crypto, including growing institutional adaptation, legislative progress, and how crypto will be impacted by A.I. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwab...

Garrett Smith discusses how geopolitical shifts and policy changes have radically transformed the defense and A.I. industries over the past few years. European defense Exchange Traded Funds have seen significant gains, and Smith anticipates continued growth in private markets as A.I. competition, particularly between China and the U.S., intensifies. Cybersecurity remains an evergreen opportunity,...

Sam Vadas and Alex Coffey discuss the final takeaways from 2025. Sam highlights the resilience of the economy and Alex goes over the importance of stories and narratives. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Su...

Sandra Swirski gives the D.C. perspective on markets for 2026, paying special attention to the labor market. AI is stifling hiring, she argues, which creates pressure on politicians as their constituents struggle. “In the short run, we’re going to see a lot of angst.” The “K-shaped recovery” `continues to haunt affordability. She stresses that young people should figure out how to include AI as pa...

Ondas Holdings (ONDS) is rallying on news of new orders for its autonomous systems. George Tsilis highlights how the company is a direct beneficiary of increased defense spending, both domestically and internationally. New contracts and a substantial increase in cash position indicate a positive trajectory for Ondas Holdings, even with ongoing stock dilution. The discussion also touches upon the b...

Rick Ducat breaks down the chart of Alphabet (GOOGL), which has outperformed its sector and the broader S&P 500 (SPX). He goes over the price target raise it saw today, looks at technical levels to watch, and examines options activity in the name today. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all in...

Jeff Weniger and Kevin Nicholson discuss the Fed’s path in 2026. Kevin thinks the Fed will be on hold for “the first couple of meetings” next year because they “need to actually see the data.” His base case for 2026 is 8%-12% growth in the SPX and international growth between 0%-10%. Jeff weighs in on “trepidation” around the Mag 7 and shares some of his theses for next year, including in Japanese...

Jeff McClean says that although new inflation has successfully been tapered, older inflation is still hurting the consumer and businesses. He sees “significant winners and losers” in the A.I. trade and says diversification is critical. “Without question” the A.I. trade is being driven by “animal spirits” right now, he cautions. He doesn’t think the growth of 2025 will repeat in 2026, but still see...

Jay Woods thinks we’re due for another 10% correction next year, noting that the market tends to see such a pullback every 18 months. He discusses macro catalysts for next year, including a new Fed chair, election turnover, and more. “Something is going on” in the energy sector as Exxon Mobil (XOM) makes new highs despite lower oil prices, he says. It’s one of his picks, along with the “cult stock...

“YouTube has become television.” Stephen Kent thinks the whole media landscape could explode next year as the Street neglects the fact that YouTube is outcompeting streaming services. He calls Netflix (NFLX) “stagnant” and says the whole industry needs a shakeup. He looks at trends in streaming over the year, noting that ad-supported, free networks are taking control. ======== Schwab Network =====...

Likefolio’s Andy Swan says Apple (AAPL) “looks fantastic” and thinks it saw a strong holiday shopping season. He notes “extraordinarily strong” growth in consumer interest for iPhones, AirPods, and iPads. While Macbooks fell, they had tough comps, he notes. “Is there anything that can stop Apple at this point?” ======== Schwab Network ======== Empowering every investor and trader, every market day...

Nathan Moser, Sr. expects GDP to surprise to the upside next year and makes the bull case for U.S. small caps. He especially sees opportunities in biotech and shares several picks, including Pacira Biosciences (PCRX) and SI-Bone (SIBN). “Many of the great medtech companies are eventually acquired,” he notes as well. ======== Schwab Network ======== Empowering every investor and trader, every marke...

David Wagner disagrees that the market was overconcentrated in 2025, pointing to international equities. He thinks the U.S. will outperform the rest of the world next year. His theme for next year is based on American Psycho: “we want to be psycho” about U.S. stocks, he says, adding that it’s “hard to bet against” the Mag 7. However, he would “barbell that” with small caps. ======== Schwab Network...

Ron Westfall and Evan Feagans dig into Microsoft (MSFT). Evan covers the market worries around its OpenAI investment, while Ron takes a more positive spin on the partnership. Ron highlights their Azure revenue stream for 2026. Evan says it has a “very strong position” in corporate adoption for AI, which he believes is the next leg of growth for the sector. ======= Schwab Network ======== Empowerin...

Mike Shorr and Rick Ducat bring the Big 3: Uber (UBER), Intel (INTC), and Occidental Petroleum (OXY). Mike breaks down the story for each stock and offers example options trades, while Rick charts each name and highlights technical levels for traders to watch. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all...

Steve Koenig goes inside out on the software sector, highlighting growing job opportunities and picking some favorite stocks. He likes Autodesk (ADSK), Zscaler (ZS), and Datadog (DDOG), giving each of them Outperform ratings. George Tsilis brings an example options trade for Datadog. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and...

Keith Buchanan examines what the rotation out of tech is signaling, arguing that investors are positioning around uncertain policy next year, including the risk that the Fed may not cut rates as much as expected. He thinks the stocks outperforming in financials and healthcare could continue to outperform next year. Keith believes the catalysts for 2026 growth may look very different than in the pa...

The key word from the Fed minutes is “some” members wanted to hold rates where they were, says Charles Schwab's Collin Martin. He anticipates the Fed going on hold for a while, with one or two cuts in 2026. He recaps the great year for the 2025 bond market and believes “returns can be positive again” for 2026, but perhaps not at the same magnitude. ======== Schwab Network ======== Empowering e...

Kevin Green discusses the “positive sign” in the latest Jobless Claims report and notes how the volatility in the Texas job market is impacting the numbers. KG also covers the strong demand coming out of China for Nvidia’s (NVDA) H200 chips, causing the company to ramp up production. He points out trends to watch in solar energy, charting the TAN ETF and drawing attention to tailwinds for the sect...

George Tsilis covers the biggest stock stories of New Year’s Eve. Alphabet (GOOGL) got a price target hike from Citizens to $385 from $340, citing strength in its search business. Nike’s (NKE) CEO bought about $1M in stock, as a recent filing disclosed, or about 16.4K shares. Hyatt Hotels (H) announced several properties in Jamaica would stay closed until 4Q of 2026 due to damage from Hurricane Me...

David Dietze thinks double-digit earnings growth will continue next year but is concerned about stock valuations. He looks at commodity prices, noting that an ounce of silver is now worth more than a barrel of oil, an unusual situation. His stock picks include Fiserv (FISV), which he sees “easily doubling” over the next three years, Diageo (DEO), “one of the best in the world” for consumer product...