Schwab Network

Earnings from Descartes Systems (DSGX) pushed the stock up about 15% on Thursday's session, a near-round trip from when the company reported earnings the quarter prior. George Tsilis says the company's interesting because some of its main competitors include large cap tech like Oracle (ORCL). He walks investors through the financials to explain what many missed on Descartes Systems. ======...

Reports say Amazon (AMZN) may consider ditching its partnership with the United States Postal Service in favor of building its own postal service. Alex Coffey talks about this headline and other will impact price action as the stock remains fairly flat year-over-year. He talks about why the 5-day and 21-day SMA are metrics traders should watch before turning to the options front. ======== Schwab N...

Mardi Dier, CFO of Madrigal Pharmaceuticals (MDGL), spotlights their latest quarter and the launch of their first product. Their drug treats liver disease (specifically MASH), and she says they are already on track for $1 billion in sales. Mardi also highlights their strong balance sheet, international expansion, and an extended patent. She stresses that there are millions of patients living with...

Christopher P. Davis thinks this December rate cut and Powell’s comments after could be tumultuous for markets as Powell enters his “lame duck” era. Christopher argues that Powell could begin speaking his mind more and be less hesitant in his comments on the economy. He also comments on the Fed Chair frontrunner, Hassett. As for opportunities, he says investors have overlooked energy and healthcar...

David Doyle and Cory Stahle break down the latest jobs data. David says we saw “mixed signals” today, highlighting the 4-week moving average for jobless claims still “right in line.” He thinks initial claims look “relatively ok.” Cory stresses the overall picture, saying job postings continue to slow and the younger generation is getting locked out. He points out that job gains are only coming fro...

Barry Martin introduces viewers to his ETF fund, SEPI, which uses covered calls on “the best stocks in the S&P 500” as its main strategy. He discusses why they use this strategy, and how it monetizes volatility in the market. He explains the types of investors that might be interested in this fund, and how they manage it. Barry also talks about why they don’t use leverage in their strategies....

Jed Ellerbroek says the A.I. trade has turned "skittish" but the overall market strength remains intact. He points to Broadcom's (AVGO) earnings next Thursday as a major catalyst to see if custom A.I. chip demand accelerates. Nvidia (NVDA) is still the company Jed sees as a "rising tide that will lift most boats." He also touches on Amazon's (AMZN) and Alphabet's (G...

Likefolio’s Landon Swan shares their visits data for Ulta Beauty (ULTA), saying it is doing “very well” even as some newer brands outpace their growth. It is nearly neck-and-neck with Sephora in their data, and Landon thinks that their higher-end brands will continue to do well. “I think they’re in a really good position,” he adds, and notes that there’s “always a big spike” in the holiday shoppin...

Earnings from UiPath (PATH) impressed analysts and investors alike, sending the stock soaring more than 20% on Thursday's session. Sam Vadas notes the company's ties to automation and A.I. as key growth catalysts with UiPath leadership touting ways industries are adapting to A.I. That said, some analysts remain on the sidelines despite the stronger-than-expected report. ======== Schwab Net...

Victory Fighting League CEO, Dan Anderson, talks about his New York-based company and the rise of MMA as a sport. He points to TKO Group (TKO) muscling a strong 2025 rally as a leading signal to consumer interest. As a martial artist, Dan talks about how he believes MMA transformed how Americans see the sport. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Morningstar's Dan Romanoff considers the revenue from Salesforce's (CRM) Agentforce important for future prospects. One concern he has moving forward: how much companies actually seek use cases for enterprise A.I. Keith Kirkpatrick echoes that sentiment and labels it as the reason Agentforce sales weren't as large as some investors were hoping for. ======== Schwab Network ======== Empo...

Jason Brown takes investors through software names he's watching for today's Big 3. He explains why Salesforce (CRM) adding clarity to A.I. strategy is key for growth, CrowdStrike's (CRWD) financial strength in earnings, and Cloudflare's (NET) tactics in taking cybersecurity market share. Jason walks investors through his example options trades while Rick Ducat offers technical ana...

Clark Allen of Horizon introduces viewers to their three new ETFs, bringing their total launched this year to 12. He discusses how Horizon has gone from zero to a dozen ETFs within a year, their investment philosophy behind them, and how they have already amassed over $1 billion in inflows. Two of the new ETFs are internationally-focused, while the last is small/mid-cap focused. Clark talks about...

“2026 is really compelling to me” as a new Fed Chair joins, says Jason Bottenfield. He looks at the way AI is changing the labor market, saying we’re on the “precipice” of a major shift, but it won’t all happen at once. He discusses ways to rebalance a trading portfolio before the end of the year and how much to allocate towards tech. ======== Schwab Network ======== Empowering every investor and...

The employment picture remains hazy and sluggish, says Charles Schwab's Joe Mazzola, though he tells investors it's not quite as a "snail's pace." He turns to data where he sees a rebound. Joe urges attention to small caps, especially if the Fed continues to lower interest rates. Sticking with the FOMC, Mike Townsend believes dissenting votes are expected to continue as &quot...

Jarrett Bilous takes about the airline industry's "above average" growth seen in stocks like United Airlines (UAL), Delta Airlines (DAL), and Southwest Airlines (LUV). He warns of pressures still hitting the "middle of the plane" thanks to tariffs and fears of economic slowdown. Jarrett explains how it all plays into the big picture for 2026. Tom White later offers an examp...

Dollar General (DG) reported strong third-quarter earnings, exceeding expectations and raising full-year guidance, resulting in a 10% stock surge. Marley Kayden details the discount retailer's performance, highlighting gains across all categories and increased customer traffic. Joe Tigay discusses an options strategy for DG. ======== Schwab Network ======== Empowering every investor and trader...

“The stage is set” for a late-year rally, argues Blake B. Millard. He thinks investors will be “forced off the sidelines” and considers 6,800 on the SPX a “pit stop,” with 7,000 within reach soon. While the short-term trend in Bitcoin has “deteriorated,” he thinks the long-term opportunity remains. Blake also discusses where he sees opportunities in tech. ======== Schwab Network ======== Empowerin...

Meta Platforms (META) cutting 30% of its budget for the Metaverse is something Kevin Green has on his radar for Thursday's trading session. He explains how a company push toward A.I. has investors bullish. On the macro front, he breaks down the slew of economic data that hit the wire, including initial jobless claims. KG explains why he sees the print as an "outlier." He later offers...

Francis Gannon thinks we are at “just the beginning” of a prolonged outperformance from small caps. Earnings, the upcoming tax changes, deregulation and reshoring are all tailwinds, he argues. He also believes AI benefits are coming for small caps. Francis also discusses how more small cap companies are IPOing, and how they intertwine with private capital markets. ======== Schwab Network ========...

Diane King Hall takes investors through the retail front and highlights Five Below's (FIVE) big earnings beat and guidance raise that helped rally the stock. Dollar General's (DG) rally was even more substantial as it continued earnings wins for discount retail stores. Kroger's (KR), however, moved to the downside on its mixed quarter. ======== Schwab Network ======== Empowering every...

Kevin Hincks reports from the Cboe Global Markets to go over the latest on the labor front, including a dip in challenger jobs cuts following last month's historic spike. He offers his take on why the FOMC "shouldn't" be hawkish in December regardless of whether or not. it cuts interest rates. Kevin also turns to the markets eyeing Kevin Hassett as the most likely candidate to he...

As Netflix (NFLX) enters the bidding for Warner Bros Discovery (WDB), Rick Ducat looks at the recent downward trend in the stock, and Tom White places an example options trade on the streaming giant. ======== 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://...

The first half was a story of volatility driven by tariffs, while fears of an economic downturn and monetary policy are the most recent concerns facing investors according to Shana Sissel of Banríon Capital Management. Sissel thinks fear of an A.I. bubble are overblown as the massive investments into A.I. are not leading to massive margin expansions like during the Dotcom Bubble. She sees Bitcoin&...

Despite the end of the longest government shutdown in U.S. history, the ramifications are still impacting the Federal Reserve as it deals with the disruptions in labor market data according to Yelena Shulyatyeva, Senior U.S. Economist for the Conference Board. Shulyatyeva thinks that despite an unclear picture, the risks in the economy are to the downside and still sees the Fed cutting rates into...