Schwab Network

Roundhill Investments' Dave Mazza offers a wide perspective on the market moves seen over the last week. He believes investors in high-flying stocks tied to A.I., quantum, and nuclear are reassessing the current economic environment and taking chips off the table until there's more clarity. That said, Dave says "under the radar" plays have seen huge upswings, pointing to healthca...

Rick Ducat compares Boeing's (BA) 2025 outperformance to the rest of the Industrial and Defense companies. However, Rick looks at the relative downtrend from Boeing's summer highs. He highlights the zone between $188-$195 as a potential longer-term support area. Rick shows how the exponential moving averages are tilted downward. Later, Tom White drops in to discuss his example trade in the...

Nvidia's (NVDA) earnings after the close on Wednesday will undoubtably be the biggest market mover of the week. Kevin Hincks attributes the company's seemingly endless connections as critical to the stock market. However, Kevin urges investors not to discount delayed economic data finally hitting the wire this week following a record government shutdown. He highlights jobs and inflation pr...

Andrejka Bernatova joins Diane King Hall at the NYSE to discuss the state of companies going public. She explains the reasons why some choose to go via SPACs and others choose IPOs. She also shares her company Dynamix Corp.'s (ETHM) role in taking The Ether Machine public. Andrejka discusses the importance of a healthy balance sheet when choosing the SPAC route. She addresses the importance of...

Kevin Green and Diane King Hall kick off the week with a look at what's ahead, including most notably Nvidia (NVDA) earnings. KG isn't sure there will be a "major market impact" this time around, but will be curious to see the A.I. chipmaker's guidance. Elsewhere in the Mag 7 space, Warren Buffett's Berkshire Hathaway (BRK/B) announced a big stake in Alphabet (GOOGL). For...

Rachel Dashiell examines the chart of Micron (MU) following a price target hike from Rosenblatt. Micron recently hit all-time highs above $257 as shares are up about 300% from its April lows. She looks at the recent resistance around $256 and this morning's break of a possible triangle pattern. On a 1-year chart, Rachel shows the close correlation to the company's 20-day simple moving aver...

On the heels of Xpeng's (XPEV) earnings report, Karl Brauer looks at what is driving the Chinese automaker heading into the end of the year. He points to the crowded EV market in China and compares the car company to Nio (NIO) and BYD (BYDDY) saying there will be a "shake-out" to see which automakers will survive. Karl says the lower-priced EV offerings will be the best way to gain c...

WhiteFiber (WYFI) CEO Sam Tabar says the demand for A.I. buildout is "very real," adding that the A.I. stock sell-offs are far overdone. He attributes the slowdown to a struggle to find power, a headwind he sees persisting for data centers. Sam also explains WhiteFiber's role in the A.I. buildout and the company's long-standing relationship with Nvidia (NVDA). ======== Schwab Net...

David Wagner argues the current market pullback could be a signal that it’s going to climb higher. “The path of least resistance continues to be up,” he says, “the key tenets of the market continue to remain.” David likes Nvidia (NVDA), anticipating a beat and raise on its earnings next week, Progressive (PGR), a “contrarian call,” making the bull argument for the insurance stock. ======== Schwab...

Sell off pressure is coming for tech this week, with Softbank selling out of Nvidia (NVDA), Michael Burry shorting tech, and fears around an AI bubble. David Dietze covers the fears roiling the market and says all eyes are on Nvidia (NVDA) earnings next week. If they miss, or they don’t beat the “whisper numbers” of the market, he thinks the whole market could sell off. “What scares me is the epic...

On the heels of Coinbase's (COIN) decision to reincorporate to Texas, George Tsilis examines the crypto-company's business model and latest earnings report. He walks through the competitive landscape for Coinbase and the headwinds facing crypto investors. George also discusses the technicals on the COIN chart, highlighting its relative underperformance to the S&P 500 (SPX) so far in 20...

Steven Orrell talks about everything surrounding the gold trade. He notes gold's recent slide from all-time highs but sees the metal recapturing records as central banks continue to accumulate. Steven offers his investment strategies for retail investors, from buying gold outright to using gold miners as leverage. He compares the asset to its sister in silver and evolving assets like Bitcoin....

Tech took a beating this week but a lot of stocks rebounded into Friday to close the trading week. One asset that did not recover: Bitcoin, as the cryptocurrency remained below $100,000. Marley Kayden and Sam Vadas talk about the price action and other unsung headlines surrounding the trading day, from Fed speaker commentary to the bidding war for Warner Bros. Discovery (WBD). ======== Schwab Netw...

David McAlvany provides an in-depth look at the metals market, discussing gold and silver price predictions. He notes that gold is up over 55% and silver is up 73% year-to-date. He attributes gold's ascent to central bank buying. He also projects silver will reach $65 by Q1 2026 and could flirt with triple digits in the next 2 to 3 years. ======== Schwab Network ======== Empowering every inves...

Topgolf Callaway Brands (MODG) could be sold to Leonard Green, according to reports. News of the tentative acquisition sent shares rallying on Friday's session. George Tsilis considers the headline one that was needed for sentiment surrounding Topgolf. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sc...

DoorDash (DASH) rallied on Friday but saw a staggering sell-off just a week prior following its earnings report. Rick Ducat shows a possible floor forming after the stock hit the brakes post-earnings. On the options front, he notes traders' wider view of the stock when pairing options activity to technicals. ======== Schwab Network ======== Empowering every investor and trader, every market da...

Ed Meyercord, CEO of Extreme Networks (EXTR), explains how the company is taking advantage of the AI revolution and walks through their latest earnings. Extreme Networks provides internet in large areas like stadiums, malls, and even the NYSE. He discusses the competitive nature of the field and how a relatively small company is finding its way vs competitors like Cisco Systems (CSCO). “We’re the...

Eric Lascelles thinks the U.S. economy is in “slight decline,” which leaves rate cuts on the table for the Fed in December. He’s looking forward to September payrolls data at the end of next week. He discusses the scattered Dot Plot and disagreements within the Fed on the rate path as conflicting signals bounce around. He also talks about the potential impact of the government shutdown on the upco...

Lisa Martin sees data centers powering a "global infrastructure wave" for the coming years. While she notes short-term headwinds, Lisa sees the A.I. trade "maturing" that will level trade volatility and create a strong foundation for tech growth. Mark Gibbens believes the largest bottleneck to the buildout will be power but sees an A.I. "super cycle" forming once logi...

Ann Marie Jonkman explains consumer expectations for the holiday shopping season. She says speedy, timely delivery is critically important, and consumers are shifting to shopping earlier to make sure everything arrives on time. Other concerns include sustainability and avoiding shipping fees. She says AI can help increase customer satisfaction by being able to predict demand and keep supply steady...

Bitcoin has taken a beaten with its price action in recent weeks, though the cryptocurrency remains 50% above levels prior to the 2024 presidential election. Bitcoin-holder Strategy (MSTR) is now below its pre-election levels and 60% off its all-time high. LikeFolio's Andy Swan says the company faces much more competition, which adds pricing pressure even if Bitcoin rebounds. That said, he mak...

Stephen Sopko and William Kerwin break down Applied Materials (AMAT) earnings. Stephen thinks the company has done a great job pivoting from China to other Asian markets, but questions if they can continue their growth outside of export-restricted companies. William raised his fair value estimate to $225, citing their guidance into the first half of 2026. ======== Schwab Network ======== Empowerin...

Shelly Antoniewicz spotlights the economy and consumer, saying the government could probably easily release the September jobs data, but October might be trickier. “The employment picture data is going to be critically important to the Fed’s decision” around rates in December, she stresses. Shelly gives her forecast for 2025 GDP and comments on the state of the consumer into the holiday season. ==...

“Volatility has been the name of the game all year,” says Ted Thatcher. He looks at the macro picture through the lens of the consumer and what upcoming economic data reports could show about unemployment, holiday shopping, and more. He thinks the Fed is paying attention to the job market and the conditions there will decide if they cut rates or not. Ted sees opportunities in big tech like Alphabe...

Tim Bohen doubles down on his A.I. thesis and discredits Michael Burry's shorts against Nvidia (NVDA) and Palantir (PLTR). He explains why both stocks are still poised to be big winners in the A.I. race while making the case that investors should buy dips on Tesla (TSLA). Rick Ducat takes investors through the key levels to watch in each Big Tech stock. ======== Schwab Network ======== Empower...