Schwab Network

Andrew Graham says the next couple weeks will be hard to "separate the signal from the noise" in the A.I.-centric rebound due to low volume trading. That said, he's eyeing some names he expects to grow substantially in the coming year. One A.I.-tied stock includes Arista Networks (ANET), which Andrew credits for being a strong infrastructure play. His other top picks include Coherent...

Marinos Alexandrou is in the business of testing testosterone through AI. CEO of Adam Health, he explains the “inefficiency” of testing for men and how he is creating an at-home, rapid tool that doesn’t require taking blood. He hopes to have the technology available to consumers by 3Q26, with around a $100 price point for the device (test strips sold separately). ======== Schwab Network ======== E...

Glenn Dorsey expects to end 2025 higher and lays out the catalysts he sees for 2026. “It might finally be the time” for small caps to outperform large caps, he argues. Glenn says we are in a “very different” environment from 2000 as investors worry about a potential AI bubble, and tells investors to get into data center players rather than semiconductors. ======== Schwab Network ======== Empowerin...

Investors are expressing FOMO big time when it comes to CoreWeave (CRWV). The stock rallied over 20% on Friday after the cloud computing company was tapped by the Department of Energy's Genesis Mission. Jeff Pierce explains why the news is important for CoreWeave while highlighting caution in the company's spending and customer concentration. ======== Schwab Network ======== Empowering eve...

Steven OIenick explains key market drivers for the NIL, and how money is coming into college sports. “Right now, it’s kind of the Wild, Wild West,” he says, but emphasizes that money is coming in “through the front door” instead of the “back door.” Changing rules about compensating student athletes have changed the dynamics significantly, along with sports betting. He speculates on how private equ...

Likefolio’s Megan Brantley sees “solid momentum” for Royal Caribbean (RCL). She thinks it’s seeing a boost off the back of Carnival (CCL) earnings. She notes that its “premium” offerings are also lending it strength in the current environment. “This could be a nice play over the next month” ahead of its own report, she concludes. ======== Schwab Network ======== Empowering every investor and trade...

Jan Rogers Kniffen and Zach Warring react to Nike (NKE) earnings. Jan thinks long-term investors sees an early-stage turnaround and may be “taking positions as we speak.” On the other hand, short-term investors see a lot of uncertainty and may not be interested. Zach likes “other names in the space” and expects its turnaround to take longer than people think. Jan disagrees, anticipating a faster t...

Paul Golding spotlights the CLARITY Act and how it could potentially change crypto regulation and trading. “We see institutional adoption of crypto,” from Bitcoin as a safe haven asset to other currencies, he says, and he expects to see them continue to be “incorporated into the landscape” of retail investors. He also lays out tailwinds for the industry. ======== Schwab Network ======== Empowering...

The A.I. trade will continue momentum into 2026, says StocksToTrade's Tim Bohen, making the case that Big Tech remains king. As for Friday's Big 3, he makes the bullish case for travel in Delta Airlines (DAL), Tesla's (TSLA) proxy play on SpaceX and the space trade, and how American Eagle Outfitters (AEO) "does no wrong" for investors. Rick Ducat takes investors through his b...

Dale Smothers believes the markets are correcting to the upside after "overreactions" against the A.I. CapEx story and FOMC uncertainties. That said, he believes markets won't see as stellar of gains in 2026 compared to 2025. However, Dale pounds the table on the A.I. trade as long as use cases develop. He sees Amazon (AMZN) and Apple (AAPL) rallying strong in the coming year after s...

Rebecca Walser believes the financial sector will continue to see gains in 2026. Lower interest rates courtesy of the Fed bodes well for big banks, according to Rebecca, along with crypto inflows adding muscle to balance sheets in the banking sector. One caveat to her bull thesis is regional banks and headwinds she sees for the group. Tom White offers an example options trade for JPMorgan Chase (J...

Nike's (NKE) CEO says the company's comeback is "moving at different speeds" as sales in China slide significantly. Kevin Green walks investors through Nike's comeback story and the steps it needs to cement a strong turnaround. Prosper Trading Academy's Scott Bauer takes investors through an example options trade for the stock. ======== Schwab Network ======== Empowering...

The Bank of Japan raised interest rates to the highest level in 30 years. Charles Schwab's Collin Martin explains what it means for global central banking outlooks, including the Fed's in the U.S. He adds to that thought by going through the flood of jobs and inflation prints markets got in recent weeks, along with what it means for the FOMC in 2026. ======== Schwab Network ======== Empowe...

Donald L. Luskin explains how the Supreme Court reversing tariffs could be a huge gift to the S&P 500 as refunds hit corporate balance sheets. However, he says the market mostly does not expect this to happen. He believes that America needs to grow its way out of its deficit, and we can’t do that with higher taxes. Therefore, he argues that tariffs, a form of tax, are hurting American growth....

George Tsilis takes investors through a slew of economic data that hit markets Friday morning. On consumer sentiment, he notes a year-over-year decline, but a range in recent months shows stabilization. Core PCE and existing home sales both ticked higher, prints George Tsilis says are relevant for the Fed's interest rate cutting path. On the international front, the Bank of Japan raised intere...

Michael Landsberg highlights HVAC companies as an AI play, urging investors to broaden their exposure away from chips to “picks and shovels.” He’s on pause for the rest of the year, but he plans to deploy capital in January. He thinks the Fed will be more dovish than the Street estimates, and that will boost consumer and healthcare stocks. His picks include Viking (VIK), Urban Outfitters (URBN), a...

Diane King Hall highlights a trio of earnings movers behind Friday morning's price action. Carnival (CCL) posted mixed earnings but the demand stayed strong, leading investors to back the stock after the opening bell. KB Home (KBH) continued housing's tough year in its report. As Diane notes, shares didn't plunge as much as Lamb Weston (LW), which dropped nearly 20% after its earnings....

Phil Streible previews Triple Witching and positioning into next week. “Investors are waking up” to the need to broaden portfolios and reduce concentration risk, he argues. He thinks commodities can see a strong 2026, targeting $5K for gold and new highs for silver and copper as well. He explains how metals and energy commodities can benefit from the AI trade. “It’s great” that crude oil prices ar...

Shares of Lockheed Martin (LMT) struggled in 2025, trading below the flat line for the year. Rick Ducat turns to his technical analysis and highlights key levels to watch that will signal further downside action. Tom White turns to the options front and offers an example trade for Lockheed Martin. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Ahmed Riesgo calls the latest rotation out of A.I. stocks "heathy" and poses many questions for the tech narrative in 2026. One narrative is the potential divide Nvidia (NVDA) and Alphabet (GOOGL) can create. Ahmed believes the FOMC will wait to cut interest rates until March as there's no signals of substantial market weakness. As for crypto, he tells investors to watch Bitcoin'...

There's arguments for the financial sector to outperform and underperform in the coming year, says Ed Butowsky. For the bull case, he points to firms like JPMorgan Chase (JPM) holding fortress-like balance sheets as a defensive play. However, consumers showing weakness through increased credit card defaults add headwinds. ======== Schwab Network ======== Empowering every investor and trader, e...

Charles Schwab's Kevin Horner turns to Amazon's (AMZN) chart as the stock trades just over the flat line for 2025. He analyzes what's behind the sluggish action and how the company can take the next leg higher like the rest of its Mag 7 peers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sch...

Kevin Green tells investors to prepare for a day of heavy options volume with "triple witching" ahead of the holiday week. The rebalancing event is expected to create big outsized moves. On stock moves, KG talks about Oracle's (ORCL) premarket rally as it and ByteDance come to an agreement for a U.S. TikTok venture. He later turns to Nike (NKE) and its post-earnings slide. ======== S...

Rick Svetkoff, CEO of Starfighters (FJET), discusses their business and recent IPO. They anticipate using their jet fighters to climb to altitudes where they can launch satellites into low-earth orbit. “We’re kind of the first guys out there to do something like this.” The stock has performed well on its first day, hitting the upside circuit breaker multiple times. They have partnerships with GE A...

Ivan Feinseth believes people want to buy EVs but show hesitancy due to a lack of widespread charging infrastructure to support them. He shares more bullish views when it comes to autonomous driving, believing companies like Uber Technologies (UBER) will capitalize on the tech. Austin Lyons adds that Alphabet's (GOOGL) Waymo already made significant traction and makes the case for personal aut...