Schwab Network

Wedbush's Dan Ives reiterated his buy rating and price target for Tesla (TSLA) and sees a $2 trillion market cap by 2026. A $3 trillion range is something Dan believes is in the crosshairs if it can really turn the page on its "A.I. chapter." Marley Kayden explains how the company's recent autonomous driving headlines add to Ives' thesis. Prosper Trading Academy's Charles...

Today's Charles Schwab's Big Picture panel turns to cracks in the U.S. and Chinese economies. Michelle Gibley explains how this year showed an "unbalanced" trade off between labor and inflation. As for the U.S., Cooper Howard notes a jobs picture that signals continued deterioration. It doesn't help that the government shutdown and delayed economic prints add confusion to the...

Alex Coffey starts his coverage with a glimpse into the NAHB Housing Market Index, which shows a slight uptick and potential bottoming for the metric. However, it's the week ahead that compels Alex more. He explains how this week's trading action will "set the tone" for Wall Street to end 2025. On the earnings front, Alex makes the case for Micron (MU) and Nike (NKE) being the tw...

“We have been pounding the table on mortgage-backed securities,” says Frank Ros, and it’s “great news” that spreads are still wide going into 2026. Frank also discusses the Yen carry trade and explains the importance of the Bank of Japan’s interest rate meeting this week. He also looks at the overall U.S. economy and the bond market. ======== Schwab Network ======== Empowering every investor and t...

Greg Halter thinks smaller names could begin to catch up to the tech sector and notes that this time of year is historically strong. He previews jobs and inflation data and says price decreases in the CPI are primarily led by the housing sector. He names some healthcare picks, including Stryker (SYK), Steris (STE), UnitedHealth (UNH), and Amgen (AMGN). Greg also likes energy, including Alliant Ene...

Futures pointed to up arrows ahead of Monday's trading session, starting the final full week of trading for 2025. Kevin Hincks warns investors that economic data, delayed or otherwise, will impact a lot of the action. He points to October's core PCE paired with November's CPI and unemployment as highlights. However, Kevin says the Santa Claus rally is coming even if it's a little d...

Adobe (ADBE) couldn't get the lift it needed after last week's earnings. Rick Ducat points to the bearish and bullish levels he's watching in the stock chart, offering insight into why Adobe had a hard year. He later takes investors through the options front. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslett...

U.S. markets were strong in 2025, though Indrani De makes the case for international stocks as the real winners of 2025. She points to emerging markets embracing A.I. growth opportunities as a prominent reason for rallies in those parts of the globe. The big question she poses for more upside potential: "when does the valuation discount" get disconnected? Indrani points to the Yen Carry...

Dynamix's Andrejka Bernatova says the energy space remains exciting due to the evolving presence of electricity consumption needed for A.I. She expects suppliers to do well as the tech trade grows. On the SPAC markets, Andrejka gives an "A" grace for the space an a "B" for the mix of companies that made their public debut. ======== Schwab Network ======== Empowering every i...

Long-delayed jobs and retail sales prints will offer the next leg higher for Wall Street, says Tom White. While a "no hire, no fire" labor market kept pressure pinned on traders, Tom believes signals in a resilient consumer will ensure a snapback rally just in time for the holidays. One area of the market seeing strength across the board: metals and metal miner stocks. Tom later turns to...

Charles Schwab's Rachel Dashiell analyzes Dollar General (DG) and its strong rally. The momentum continued Monday before the opening bell after JPMorgan upgraded the stock. Rachel offers her insight to explain whether or not the discount retailer can keep pushing its stock price higher. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

ProShares' Simeon Hyman believes the A.I. bubble risks to markets are overblown. He argues the tech sector and SPX have cheaper valuations than they did at the height of the dot com bubble in 1999, backed by significantly better profits. When it comes to setting up your portfolio for 2026, Simeon highlights his firm's ETFs and strategies to consider. He explains a range of assets, from cry...

Marley Kayden and Rick Ducat turn to three key companies reporting earnings this week. Marley takes investors through the news flow surrounding Micron (MU), Darden Restaurants (DRI), and Nike (NKE) heading into their reports. Rick Ducat offers his technical analysis of the charts and highlight key levels to watch. ======== Schwab Network ======== Empowering every investor and trader, every market...

Alphabet (GOOGL) has experienced quite a turnaround year, touching $140 during the April lows before rallying all the way to $328 at the end of November. As George Tsilis explains on today's Tech Corner, Alphabet's growing A.I. segment and robust earnings continue to add muscle to the Mag 7 stock's long-term potential. However, keep headwinds in mind as the company builds out A.I. infr...

Tony Zhang with OptionsPlay offers bullish technical analysis of two unsung financial companies on his radar. He makes the case that Truist Financial (TFC) is a buy even after breaking out to a 52-week high. Corpay (CPAY) blipped on his radar for its growth rates on cross-border payments. Tony also offers a pair of example options trades for Truist and Corpay. ======== Schwab Network ======== Empo...

Alan Imberman, CFO of Wealthfront (WLTH), joins the Watch List after the company made its public trading debut Friday. He talks about how the fintech company is capitalizing on the digital landscape and how it collected a 1.3 million client base. Alan explains how Wealthfront differs from other newer fintech firms like SoFi Technologies (SOFI) and why the company focuses on millennial users. =====...

Jim Liefer, CEO of Ambi Robotics, explains how the company is utilizing A.I. and robotics in the warehouse space. He says the tech innovation allows companies using Ambi to address labor shortages while "uplifting" current workers. With holiday spending top of mind, Jim adds that these robotics give Ambi an edge in packaging logistics and giving customers more of an ecommerce edge. =====...

Sam Vadas takes investors through a pair of her top stories of the week, from the sell-off in tech stocks led primarily by Broadcom (AVGO) and Oracle (ORCL) to the FOMC's decision on interest rates. ======== 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...

Schwab’s panel of experts discussed the forces shaping stocks, global markets, inflation, rates, and more to prepare traders for 2026. Hear from experts on where the markets may be heading, spot opportunities, and see what could drive your portfolio next year. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:...

Gaming and Leisure Properties (GLPI) rallied on Friday after the stock tapped 52-week lows earlier in the week. Alex Coffey talks about the upgrade from JPMorgan behind the casino real estate stock's push higher. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the i...

EV maker Rivian (RIVN) rallied to a 52-week higher as it takes the wheel in the A.I. race as an attempt to compete its greatest competitor, Lucid (LCID). Rick Ducat uses technical analysis to compare Rivian' to peers that include Lucid, XPeng Inc. (XPEV), and Tesla (TSLA). As for Rivian's stock chart, Rick points to an approaching apex as options activity heightens. ======== Schwab Network...

Hessam Nadji, CEO and President of Marcus and Millichap (MMI), discusses the real estate sector and the Fed’s latest “miss.” He argues the Fed is creating headwinds by not acknowledging how much the economy is slowing down. He says when the Fed hiked rates, it was historically difficult for real estate prices to adjust. However, it is starting to recover, even on the office side which was hit hard...

Steven E. Orr says to get ready for the trading day after Christmas, when he expects a Santa Claus rally to kick in through the end of the year. With markets at all-time highs and plenty of money still on the sidelines, he thinks the melt-up this year could stand out. He highlights rotation in markets right now but thinks fund managers and investors will pile back into tech before the end of 2025....

Cory Johnson considers Oracle's (ORCL) contracts and incoming cash flow opportunities "fantastic" and calls its $300 billion OpenAI contract "the biggest... in the history of business." Because of this, he believes Oracle's expanding backbone of contract warrants the company's ballooning debt tactics. He adds that there's still plenty of reasonably-priced tech s...

David Swartz and Sender Shamiss dig into Lululemon (LULU) earnings. David notes that it is facing a difficult 4Q, pressured by “significant discounting” as it tries to get rid of high levels of excess merchandise. He expects a “difficult holiday period” for the company while others are more successful. Sender looks at its integration of AI to cut returns and says it’s “extremely important” to adop...