Schwab Network

Lemonade (LMND) gapped higher after the insurance provider flexed an earnings beat and strong guidance. George Tsilis explains how there was a foundation set for explosive price action heading into the quarterly report. However, he notes the analysts haven't lifted their Street-high price target of $60 -- nearly $20 below where Lemonade closed on Wednesday. ======== Schwab Network ======== Emp...

Sean McWilliams says investors should be "cautiously optimistic" about the market's strong performance this year, citing factors like A.I. adoption and earnings growth. However, he also warns of potential headwinds, including stretched valuations, market concentration, and the risk of overinvestment in A.I. McWilliams suggests investors should maintain a balanced approach, considerin...

Jamie Hopkins shares his take on how recent market action affects retirees, including the impact of all-time highs, declining interest rates, and the role of A.I. in retirement planning. He also discusses the risks of concentration in the equity market and the importance of diversification, as well as strategies for managing volatility and timing in retirement. ======== Schwab Network ======== Emp...

Ric Edelman joins Nicole Petallides from the Charles Schwab IMPACT 2025 Conference to talk about the importance of crypto education for retail and institutional investors alike. "Investing is as much risk as it is reward," says Ric, making the point that many are missing out on notable portfolio returns simply because they don't have exposure. He talks about investment strategies and...

Jenny Horne welcomes Jim Ferraioli to Crypto Corner! The duo discuss the recent drop below $100K for Bitcoin before looking at the ongoing adoption trends for stablecoins. Jim examines the competition between Circle's (CRCL) USDC and Tether's USDT on-chain activity. Later, they examine Iren's (IREN) pivot from crypto mining to A.I. compute power. ======== Schwab Network ======== Empowe...

Rob Arnott challenges the growth versus value framework as too simplistic for today's markets. He argues that what's cheap can be value, regardless of growth, and vice versa. Arnott advocates for fundamental indexing, which weights companies by business size, not market cap. He also warns against the dangers of momentum chasing and narrative-driven investing in mega-caps like Palantir (PLT...

Chris Murphy and Alex Berg discuss the record-breaking growth of ETFs and the shift in investor interest towards thematic investing. Despite market volatility, they see continued demand for actively managed ETFs, particularly in areas such as international equity markets, commodities, and fixed income. They also touch on the rise of derivative-based ETFs and the importance of education for advisor...

ProShares' Simeon Hyman says the bond market's unexpected reaction to the Fed's rate cut is a 20-year anomaly. Despite this, Hyman remains optimistic about the equity market, citing strong earnings growth and a potential broadening of the rally. He advises investors to consider equity income strategies that can provide a buffer against market volatility without sacrificing upside poten...

Omar Aguilar, CEO & CIO of Schwab Asset Management, joins Nicole Petallides at Charles Schwab's IMPACT 2025 Conference to offer his market thoughts. He expects volatility to persist but believes young investors still need to enter the market with both feet. Omar notes market frothiness, though he sees fundamentals maintaining a solid foundation for strength, adding that A.I. should hold a...

Redfin's Chen Zhao joins Nicole Petallides at Charles Schwab's IMPACT 2025 Conference to explain how housing demand remains "frozen." She says that prospective buyers shouldn't expect to see the "ultra low" mortgage rates of 2019, though she believes wages will catch up to prices. For those seeking a home now, Chen says it's impossible to "time" the ho...

John Belton says we're in a fragile place in the markets, but fundamentals are still solid. Despite recent volatility, he thinks the consumer is resilient, and companies are healthy, as seen in strong earnings beats. Belton believes the Fed's end of quantitative tightening is a good move, and he's still bullish on A.I. names like Alphabet (GOOGL), Amazon (AMZN), Meta (META), Microsoft...

John O'Connell, author of "Rise of the Activist Investor," joins Next Gen Investing from Charles Schwab's 2025 IMPACT to talk about his book. He explains why activist investors are paramount to the stock market by propping up companies with solid fundamentals that got beaten down through other means. John highlights how social media played a central role and tells viewers how the...

Kasley Killam, author of "The Art and Science of Connection," joins Next Gen Investing from the 2025 IMPACT conference to discuss the often-overlooked link between social health and financial well-being. She shares her 5-3-1 rule for building meaningful connections, which includes interacting with five different people each week, nurturing three close relationships, and spending one hour...

Jason Chura says financial advisors need more than just technical skills to succeed – they need to balance confidence and credibility to build strong relationships with clients. Chura shares how his firm, VGC, helps advisors develop this equilibrium through training and support. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

DoorDash (DASH) is solidifying its grip on the food delivery market, with 50% of all delivery web visits, more than double that of its closest competitor, Uber Eats (UBER). According to LikeFolio's Andy Swan DoorDash's market share lead is accelerating, driven by its ability to deliver convenience and customer satisfaction. Despite a potential threat from a K-shaped economy, Swan believes...

McDonald's (MCD) shares jumped after its latest earnings report showed a rise in U.S. sales. However, Dan Ahrens remains cautious on the fast-food industry as a whole. He thinks the industry is struggling to find real growth, and instead, sees more value in the casual dining space, particularly in value-oriented names like Darden Restaurants (DRI) and Brinker (EAT). He believes that individual...

AMD Inc. (AMD) saw a slight rebound after Tuesday's postmarket earnings sell-off. Matthew Bryson attributes some of the stock weakness to a lack of "A.I. visibility." However, Matthew believes the company can grow significantly if it executes on its slew of deals that include OpenAI and Oracle (ORCL). Kim Forrest expects data center revenue to continue serving as a main growth driver...

The theme of Don Kaufman's Big 3 revolves around what he considers shaky all-time highs. He explains how "financial plumbing issues" will create a flush in Goldman Sachs (GS) and the iShares iBoxx High Yield Corporate Bond ETF (HYG), and how Amazon (AMZN) ran too high on A.I. hopes. Don takes investors through his example options trades while Rick Ducat dives into the technical trend...

DJ Tierney of Schwab Asset Management explains how direct indexing can be a tax-efficient investing approach for anyone with money in the equity markets. By using a digital dashboard and tools, Schwab has made this strategy, which was once only available to ultra high net worth individuals, more accessible to investors with lower minimums and lower costs. ======== Schwab Network ======== Empowerin...

Matt Camuso, Head of ETF Solutions at BNY Investments, says there are $13 trillion of assets in ETFs. That's compared to $5 trillion a year prior. He explains why investors are seeking ETFs as a viable investment and how fixed income ETFs act as a buoy against volatility. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Collin Martin and Kevin Gordon join Nicole Petallides at the Charles Schwab IMPACT 2025 conference. Kevin says the "TINA" trade is back for data, saying the government shutdown has revealed there is no alternative for data. Kevin points to the retraction trends occurring in manufacturing activity and admits there could be a hit to U.S. GDP when the government ultimately reopens. Collin w...

Kevin Green and Nicole Petallides report live from Charles Schwab's IMPACT 2025 event in Denver. KG discusses the latest swath of economic data in ISM Services, PMI Composite and ADP Employment data which helped lift stocks in early Wednesday trading. KG says the revisions in jobs data remains a key focal point for investors, even as the government shutdown continues. Later, he and Nicole disc...

Kevin Dreyer shares his take on the current market, which he believes is due for a correction despite being only 2% off record highs. Dreyer is bullish on undervalued companies that have been overlooked in the A.I.-driven rally. He highlights Mirion (MIR), a mid-cap stock that provides radiation detection for medical and nuclear energy uses, as a potential buy. Dreyer also likes ITT Inc. (ITT), an...

With the S&P 500 up, many are wondering how much longer the bull market can run. Kevin Mahn says recent history is on its side. He attributes this resilience to the A.I. revolution, which he believes has just begun to gain steam. He also expects earnings to continue to drive the market, but warns that valuations matter and investors should be selective in their approach. Mahn sees opportunitie...

Justin Bergner discusses why the market may be range-bound into year-end, despite strong earnings from tech giants like Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL). Bergner points to countervailing forces, including AIAX exposure and negative signals from the treasury market, and highlights names like Toyota Motor (TM) and Arcosa (ACA) as potential defensive plays. ======== Schwab Networ...