Schwab Network

Charles Schwab's Mike Townsend offers a Big Picture perspective on what's next for the government shutdown. He doesn't expect the shutdown to officially end until the end of the week, noting procedures Congress must take to pass the appropriations bills in question. Mike talks about how those bills will help SNAP benefits, the agriculture industry, and the U.S. military. ======== Schwa...

The Big Picture for Charles Schwab today focuses on the presumptive end to the government shutdown. Kathy Jones explains that an expected influx of data will clear the fog on the Fed's path forward, though it may not happen the way many people expect. She turns to the bond market to highlight volatility investors in the space should brace for. ======== Schwab Network ======== Empowering every...

Kevin Green turns to the big headline taking up the oxygen Monday morning of a potential end to the government shutdown. While the ACA is something he sees remaining a contentious issue, SNAP funding being issued through next September offers a counterbalance of support. On the tech trade, Kevin notes TSMC's (TSM) 17% revenue growth as "slower" than past metrics but one that doesn&#3...

Wayne Kaufman thinks this week will be a “great test of investor demand.” Market breadth continues to struggle, with more new lows than new highs being made. He notes that energy and healthcare are leading, and he’s watching for rotation and “new buy signals” on AI stocks as he actively trades the market. Wayne likes Alphabet (GOOGL), hoping to “finish out the year strongly,” Lam Research (LRCX),...

Memory chip stocks like SanDisk (SNDK), Seagate (STX) and Western Digital (WDC) gathered more bullish traction from firms like Loop Capital and Barclays. Diane King Hall explains where the Street is seeing more upside for these companies and the role A.I. plays in their theses. Healthcare stocks dipped after President Trump made comments against health insurers on Truth Social. Diane later turns t...

Kevin Hincks reports from the Cboe Global Markets to talk about the big headline on many investors' minds this morning: a potential end to the government shutdown. He offers his take on what it means for price action ahead. Kevin later talks about key earnings to watch this week, from CoreWeave (CRWV) to Walt Disney (DIS). ======== Schwab Network ======== Empowering every investor and trader,...

Sal Gilbertie weighs in on the grains market as U.S.-China trade ties are repaired. He examines the soybean market saying China is by far the largest soybean buyer, but says global soybean demand keeps going up for chicken feed, biofuel and other markets are buying as well. Sal says Brazil is a competing soybean exporter, but notes that "there aren't enough soy beans in the world" to...

CoreWeave (CRWV) earnings are on deck. Rick Ducat prepares investors and traders for the report with a look at the technical formations on its chart. He looks at the downtrend from its highs around $187, circling the sharper move down over the past couple of weeks. Rick highlights a "big breakdown" on its RSI momentum indicator and larger volume activity around its -1 standard deviation...

Futurum's Dan O'Brien joins Morning Movers to discuss the overall tech sector and last week's pullback, saying "it was necessary at some point." He believes investors are trying to make sense of the massive A.I. capex commitments from the hyperscalers. Dan believes "demand outpaces supply" for at least the next several years saying the primary constraint is around t...

Rachel Dashiell examines the quantum computing name Rigetti (RGTI) and its near 400% rise over the past 90 days. She says the stock's pullback makes technical sense, pointing to support around the $32 level. Rachel also looks at a 1-year chart and underlines the 50-day moving average as a key indicator to track. Rigetti reports its 3Q earnings after Monday's close. ======== Schwab Network...

Stocks are looking to break a losing streak, and a potential deal to end the government shutdown is giving them a boost. Kevin Green explains why a potential resolution to the shutdown could be just the catalyst the market needs to turn around. He also shares his take on Nvidia's (NVDA) A.I. demand picture, which shows no signs of slowing down, according to CEO Jensen Huang's latest commen...

Rick Ducat drops by the Tech Corner with a look at Meta Platforms (META) following the company's recent 3Q earnings report. He looks at how the social media giant and Facebook parent company has evolved into an A.I. behemoth spending billions of dollars on GenAI technologies. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

“We’ve been overdue for a pullback,” argues Patrick Mueller, and foresees a 10%-20% pullback in the next 6 months. However, he thinks the current dip won’t last long and markets will climb again soon. He discusses potential catalysts for a market correction, including a potential “black swan” event. He likes Berkshire Hathaway (BRK/B) for the long-term and highlights the tech sector and utilities,...

Waning consumer sentiment and questions of A.I. spending plagued markets this week. Marley Kayden and Sam Vadas also discuss Nvidia's (NVDA) sell-off and why it's significant beyond the impact on people's portfolios. They also note Tesla (TSLA) CEO Elon Musk getting the okay for a $1 trillion pay package, as long as he meets certain benchmarks. ======== Schwab Network ======== Empoweri...

Herbalife's CFO John DeSimone discusses the company's Q3 earnings beat and its push into personalized wellness, including the recent launch of its Protocol health and wellness app and its upcoming Link Bioscience personalized supplements. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwor...

JFrog (FROG) shares hopped to a 4-year high after the software supplier after beating earnings and raising its 2025 outlook. Alex Coffey takes a closer look into the company's financials to explain whether JFrog can find its footing after the stock leapt 25% on Friday's session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Shares of Nvidia (NVDA) sold off more than 7% on the week amid continuing economic uncertainty and a reassessment of tech valuations. Rick Ducat talks about how the stock has "come back to Earth" after being a high-flier in recent years but has proven to be a technical darling when examining Nvidia's chart. As for the options front, Rick points out how traders are expecting anything...

Jim Caci, CFO at AvePoint (AVPT), looks at their latest quarterly earnings and how the company is using AI. He notes “strong performance” in revenue and new customers around the world. He discusses the exploding need for data security with the advent of AI and their fastest growing global market, AIPAC. “There’s great opportunity in all parts of the world,” though, he stresses. ======== Schwab Net...

Reid l’Anson argues that top line growth in the economy looks ok, but the K-shaped economy is creating a widening disparity between the upper and lower income segments. Reid also looks at the Chinese economy as the U.S./China trade war continues, noting that they are repeating an investment-led growth playbook we’ve seen before. “My view is they will find a way to get this excess into the internat...

Mark Hamrick and Tsvetta Kaleynska break down the Consumer Sentiment data report with the jobs report delayed by the government shutdown. Mark points out “where the damage has occurred,” particularly in forward-looking sentiment. The overall number missed for November, though this is a preliminary reading. Tsvetta discusses her consumer sentiment data based on social media, with 33% “explicitly ne...

Hall of Fame Viking quarterback-turned CEO, Fran Tarkenton, explains how A.I. is a "friend" to businesses across all industries. He adds that A.I. is "an important step for our country," especially to small and mid-sized businesses. Tarkenton president, Will Adams, explains how their company's pipIQ aims to do just that. He also warns business owners and employees of "shadow A.I." and the damage i...

Masa Takeda reacts to Japan’s first female prime minister, Sanae Takaichi, and how she is expected to handle the Japanese economy. He notes that she advocates for proactive fiscal policy and is considered dovish on monetary policy. He discusses corporate governance reform in Japan and the legacy of “Abenomics,” named for Takaichi’s mentor Shinzo Abe. He also looks at the rate path forward for the...

David Aspell thinks the Fed will cut rates by 50 basis points in December to get to the neutral rate quicker. He discusses the state of the economy and how he thinks it will respond to more cuts. He thinks that people will get more used to the idea of cuts when data delayed by the government shutdown is released. He looks at areas of the market where he sees value, including in healthcare. =======...

Archer Aviation (ACHR) narrowed losses on earnings, though Sam Vadas points to other announcements causing the stock to sell off Friday. A combination of an equity raise and a $126 million deal to buy Los Angeles' Hawthorne Airport caused concern for shareholders. Sam notes traction the company is making elsewhere, including offering air taxi services during the 2028 Los Angeles Summer Olympic...

Austin Lyons says markets ran too hot on the A.I. trade and believes the selling action seen this week was warranted. That said, he expects A.I. companies to prosper long-term. He believes investors are questioning how they will see a return on investment, pointing to reaction in Meta Platforms' (META) earnings as a signal. Austin adds that cloud momentum from hyperscalers like Microsoft (MSFT...