Schwab Network

Lindsay Schwimer previews a busy holiday travel season, with 22 million airline seats expected to fly this weekend, including over 3 million just on Wednesday. “We’re seeing high demand,” she says, slightly higher than last year. She notes that there should be deals on trips on December 2 for travelers who haven’t bought tickets yet. Lindsay also gives other tips on finding cheaper trips. ========...

Likefolio’s Landon Swan calls this a “key time of the year” for Apple (AAPL). The iPhone is doing “really well,” he says, projecting 10%-12% growth vs around 3% for other smartphones. He also looks at the performance of its other products, including Macs (tough comps), iPads & AirPods (doing fine), and the Apple Watch (showing negative growth). “Everything just looks so rosy…this is just a com...

Heading into the Thanksgiving holiday, Don Kaufman has filled his plate with 2 bearish trades with a side of a bullish consumer play. Don shares his downside example trade for Ebay (EBAY), before mapping out an upside Walmart (WMT) strategy. Don later demonstrates a bearish put vertical for Mag 7 name Meta Platforms (META). Rick Ducat examines the chart patterns formulating for all 3 stocks. =====...

Samuel Kerr joins Marley Kayden to provide context to the public debate about a bubble in A.I. stocks. He addresses the underlying concerns expressed by investors using recent weeks to take profits, pointing to the steep selling action in Nvidia (NVDA) as an example. Samuel looks at the perceived battle lines drawn between Alphabet's Google (GOOGL) and Nvidia, citing notable investors like War...

Ron Westfall and Dan O’Brien break down Dell (DELL) earnings. Dan thinks “the story here is in the raised guidance,” and stresses the “insatiable” demand for AI infrastructure. “Really solid print, really solid guidance,” he adds. However, he notes some weakness on consumer PC demand. Ron says Dell is “really executing” and says the spotlight is on their ability to meet their own targets. He think...

Zachary Hill thinks the last few weeks of trading have been very technical-driven. “We’ve had a lot of positioning…in an illiquid time of the year,” as traders try to lock in gains, he says, arguing that the underlying fundamentals are still strong. He plans to broaden tech exposure in 2026 and covers the latest tech headlines. Zachary also is looking at international positions “predicated on a lo...

Michael Farkas, CEO and founder of NextNRG (NXXT), explains how his company looks to provide energy independence to other companies and walks through their latest financials. He argues that “we need a lot more power produced” as the world continues to electrify: “if there are not massive investments made…the cost of electricity is going to go through the roof.” NXXT tends to deploy solar, and he s...

Following the latest earnings report from Deere (DE), Jonathan Sakraida says it "wasn't terrible" but notes Wednesday's culprit behind its downside move is likely the company's outlook and tariff exposure. His firm has a Sell rating and a $400 price target for the agriculture machinery giant. Jonathan's tying in lower-commodity prices in grains that impact farmers' ab...

Marley Kayden gauges analyst reaction to the latest quarterly figures from Dell Technologies (DELL). Shares jumped after the company shared stronger than expected guidance, particularly for its A.I. server segment. Marley notes bullish commentary from the company's CEO on its A.I. growth as a potential catalyst for analyst price target changes. Charles Moon stops by with a bullish example trad...

Jobless claims hit a 7-month low, painting a less gloomy picture than recent data. Alex Coffey and Sam Vadas discuss the economic data and earnings picture facing investors headed into the end of November. Later, the duo highlight the ongoing battle for A.I. leadership surrounding Alphabet (GOOGL), Nvidia (NVDA), and Oracle (ORCL). The possibility of a significant market move is discussed, especia...

Peter Andersen has been holding Nvidia (NVDA) for over a decade and traces its journey from a gaming company to the leading AI chip company. He sold out of his position this summer in anticipation of a pullback. Peter thinks the underlying “fantasy” of AI, replacing the human mind, is “so wrong, so far-fetched.” He also thinks that data center demand might be over-hyped. ======== Schwab Network ==...

“The real reason the market’s rallied is… [analysts] underestimated the power of corporate earnings,” argues Michael Landsberg. He’s worried about parts of AI, including profitless companies, as well as portfolio underexposure or overconcentration in particular names. His stock picks include NextEra Energy (NEE), citing dividend growth and “demographic story.” He also likes Ensign Group (ENSG) in...

The Einstein of Wall Street joins Nicole Petallides at the NYSE set to provide his roadmap for this week's market performance. His whirlwind whimsy touches on everything from the report that Kevin Hassett could be a favorite to replace Jerome Powell as Fed Chair, to Nvidia (NVDA) and Palantir (PLTR) pullbacks after earnings. Later, Peter provides 3 trading practices he has employed during his...

George Tsilis jumps on to Opening Bell to look at Autodesk's (ADSK) premarket surge after earnings. The company's CEO says long-term growth is due to steady A.I. demand, prompting the company to raise its revenue outlook. Meanwhile, Workday (WDAY) shares were going the opposite direction after it topped earnings estimates in its 3Q report. George points to several analyst moves including m...

"Little bit of the Santa Claus cheer here," Diane King Hall says as the Opening Bell ringer brought the ho-ho-holiday spirit to the NYSE floor. She kicks off an earnings deep dive with Nicole Petallides into three movers this morning: Dell (DELL), HP Inc. (HPQ), and Deere (DE). For Dell, she points to the AI server boom impacting its business. Meanwhile, HP Inc. shares were looking for d...

"What a difference a couple of months can make," says Rick Ducat. He looks at the pullback in Oracle (ORCL) shares after its meteoric rise to all-time highs back in September. Rick shows the technical levels that acted as previous support, before further breakdown as shares fell below its 50-day and 200-day moving averages. Despite the downward move, shares are up nearly 20% YTD. Later,...

Van Hesser joins Diane King Hall to discuss "the tale of two economies" facing U.S. investors and various income-level households. He says this is a "reasonably strong economy, but with an anxiousness coming out in the data." In terms of belt-tightening efforts, he says wealthier households are driving the economy and that group will be closely watching stock market performance...

Tom White and Diane King Hall serve up a full plate of tech stock takeaways, starting with the story of the week: Alphabet (GOOGL) vs Nvidia (NVDA). Tom calls the pullback in Nvidia a "headscratcher" as the company releases comments saying their chips are a "generation ahead" of Google's TPUs. Meanwhile, Tom hops over to HP Inc. (HPQ) as the A.I. infrastructure company eked...

Following the latest earnings results from Li Auto (LI), Olivier Blanchard examines the Chinese automaker's competitive outlook. The company missed on its 3Q EPS as revenue came in just above expectations. He says the premium-EV demand outlook in China is good, but suggests it is an overcrowded area for auto brands. "We don't need 4," Olivier adds. He is looking to a normalizatio...

Ben Emons joins Morning Movers to discuss the Bloomberg report that Kevin Hassett has emerged as a frontrunner for the next Federal Reserve Chair role, replacing Jerome Powell after his term expires. He discusses the role of a "shadow Fed Chair" amid a potential rate-cutting cycle for the U.S. central bank. Ben adds he's not counting out Treasury Secy. Scott Bessent as another potent...

Russell Rhoads looks at the Alphabet (GOOGL) vs Nvidia (NVDA) AI chip story, noting that most of Nvidia’s revenue comes from only around 5 companies, so any of them changing or adding vendors could threaten it. “Barring a very negative day tomorrow…the S&P 500 is going to be up about 15% year-to-date,” he notes, and historically, “we’ve got about an 80% chance” of ending the year higher. Howev...

Alphabet (GOOGL) and Nvidia (NVDA) stole the show when it came to market movers, though Sam Vadas and Marley Kayden explain how economic data, discussions around the next Fed chair, Ukraine peace talks and China all play into underlying price action. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabne...

Keysight Technologies (KEYS) rallied 10% on Tuesday's session and closed at highs it hasn't seen in nearly four years after posting a strong earnings report. George Tsilis explains why the company shines as a standout in a shrinking electronic design and test solutions industry. He adds that a share buyback is helping boost the stock's rally. ======== Schwab Network ======== Empowering...

“Stagflation is not completely behind us as a risk…it’s really AI and tech vs the rest,” says Rachel Ziemba. She discusses the future of energy in the United States, especially with demand from technology; looking at oil, she talks about whether it could hit the $50 level or even below. She’s also watching private credit and AI capex, with “question marks” popping up for each. Rachel also sees pot...

Paddy Srinivasan, CEO of DigitalOcean (DOCN), talks about how his company's recent earnings and the role cloud plays in business growth. He labels an addition of $1 million-plus customers and A.I. growth as the biggest drivers accelerating the company. As international companies like Alibaba (BABA) expand their A.I. capabilities, Paddy explains how DigitalOcean is adding muscle to stand agains...