Schwab Network

Mike Dickson is watching for AI-related guidance this earnings season, particularly in energy and industrials as market enthusiasm moves that way. He also outlines some contrarian plays on the healthcare side. He thinks the Mag 7 has attractive valuation levels because they are “still able to deliver.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

Shana Sissel joins Diane King Hall at the NYSE to discuss the continued market rally despite a government shutdown. She says earnings are coming in strong as most companies set conservative guidance due to uncertain forecasts because of ongoing tariff policy. Shana says there aren't really any fundamental reasons to break through these current highs and points to the importance of China/U.S. t...

Texas Instruments (TXN) reports earnings after Tuesday's close. Rick Ducat compares the chart performance to other semiconductors stocks to show the wide dispersion among the chipmakers based off of technology and customers. Later, Rick highlights the $187 level as a potential resistance point after earnings. He circles the rising RSI momentum study as a "bullish shift" as it approac...

Brett Crowther dials up the chart for Apple (AAPL) following the iPhone makers rise to new all-time highs this week. He says the pop to the upside is curious as it hasn't had a lot of volume. On the 5-day chart, he indicates the rising RSI momentum could bring some more energy to this move. On a longer-term chart, he uses a line at $258 acting as an area of resistance over the past year with $...

Stocks are building on Monday's momentum, led by a broadening rally in tech, communications, and materials. The S&P 500 (SPX) recaptured its 20-day moving average, with the next key level of resistance at new all-time highs. However, Monday's advance was marred by light volume, which Kevin Green attributes to cautious buyers. In earnings news, General Motors (GM) beat estimates, citing...

While many investors will watch the big earnings this week from names like Tesla (TSLA) and Netflix (NFLX), Kevin Green points to other companies you'll want to watch. He highlights Coca-Cola (KO) and Zions Bancorporation (ZION) for signals of consumer health and confidence, along with Lockheed Martin (LMT) for a better sense of defense spending's outlook. As crude oil prices continue to plummet,...

Michael Shaoul argues the trade war is less about tariffs and more about commodities. He thinks commodities will become more expensive in the next few years as the U.S. and China create stockpiles and continue to battle over access. He discusses trade war strategies and compares them to historical precedents. Michael expects a “scramble for allies” by the two superpowers. ======== Schwab Network =...

Counterpoint Research says that Apple's (AAPL) iPhone 17 series outsold iPhone 16 by 14% in the U.S. and China. The headline rallied Apple's stock to start Monday's trading session. Marley Kayden takes investors through the report to highlight what specifics sent shares higher. @ProsperTradingAcademy's Scott Bauer offers a bullish example options trade for the Mag 7 stock. ========...

David Dietze offers a bullish case for defense stocks, noting heightened geopolitical tensions and continuous U.S. spending fueling his optimism. He adds that Lockheed Martin (LMT) remains a "value play" despite its lagging stock performance while calling RTX Corp. (RTX) a "diversified" play. Tom White offers example options trades for both defense stocks. ======== Schwab Netwo...

"If you're going to ride a bull market like this, you have to be willing to protect your capital," says Eddie Ghabour. Those tactics include buying and selling risk assets quickly as he sees A.I. and high-volume sector taking a "violent leg up" for the first half of 2026 before an anticipated pullback. Eddie remains bullish because he believes the longer the government shut...

How is the government shutdown affecting supply chains? Wayne Usie sees the biggest challenge in customs at docks as the peak of holiday inventory moves into the country. He thinks this could create a bottleneck, hitting consumer demand and creating a domino effect. One day of disruption in ports can take up to two weeks to recover, he says. Wayne thinks AI can help companies anticipate and deal w...

Scott Bauer with @ProsperTradingAcademy turns to vastly different industries on today's Big 3. He breaks down what caught his interest in American Express (AXP), T-Mobile (TMUS), and Applovin (APP) while offering example options trades for each. Rick Ducat dives into the technical trends in the stock charts. ======== Schwab Network ======== Empowering every investor and trader, every market da...

James Czerniawski says OpenAI is playing "the art of the A.I. deal" through its slew of new and developing partnerships with companies like AMD Inc. (AMD) and Broadcom (AVGO). He talks about what the path ahead looks like for OpenAI if it were to seek an IPO. David Trainer worries that the company is focusing too much on the hardware side and not enough on the software. ======== Schwab N...

Fresh off of Taylor Swift’s latest album drop, Diane King Hall and MUSQ ETF’s David Schulhof examine the global music industry. David addresses the economic impact touring concerts have on the U.S. economy, pointing to strength in not only Taylor Swift but Beyonce and others. They discuss the ways to invest in the space including streaming names like Spotify (SPOT), concerts and events players lik...

Likefolio’s Andy Swan previews General Motors (GM) earnings. With the end of the EV tax credit, he thinks we’re in a “wait and see mode.” He focuses on guidance and tariff impacts, and says “we really need something exciting” from the company, but “we haven’t had that for a very long time.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

Sam Vadas turns to the international picture in cryptocurrencies through JD.com (JD) and Alibaba (BABA). Both companies were told by China to not issue stablecoin in Hong Kong. Sam explains the history of China's crypto speculation to highlight why the country doesn't seek to match U.S. momentum. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Names across the A.I. space rallied Monday on the back of Nvidia (NVDA) unveiling its first Blackwell wafer produced at TSMC's (TSM) Phoenix plant. Austin Lyons lays out where he sees the state of A.I. heading as demand sees no sign of slowing down. He believes increased competition in AMD Inc. (AMD) and Broadcom (AVGO) won't steal much of Nvidia's market share but will open the door t...

Jed Ellerbroek highlights companies he's watching in this week's earnings slate, including United Rentals (URI). He considers the equipment rental industry one seeing "pent up demand," believing that the report will highlight that need. David Busch urges caution for small and regional banks following last week's shake-up involving Zions Bancorporation (ZION). However, the pan...

Mark Spindel says neither party has incentive to end the government shutdown and expects it to continue to drag out. He expects the Fed to remain accommodative as employment continues to soften, though he doesn’t foresee a recession. He believes that inflation is moderating across the board, helping to contain prices. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Noah Hamman anticipates chips and AI to continue to show strength, saying we’re still in early innings. However, he acknowledges that some companies “might not make it.” He’s looking to names like Western Digital (WDC), Seagate (STX), and other memory creators; he likes the “picks and shovels” of the tech industry. He also likes Intel (INTC), though he warns they could have a “few soft quarters” a...

Regional bank issues caught the market by surprise last week, says Gerard S. Cassidy, and covers the health of the financial sector. Big banks have done “very well” driven by strength in capital markets, while the regionals have lagged. However, he thinks that if the Fed continues to cut rates, regionals could outperform big banks next year when the latter have tough comps. He also explains why he...

Frances Stacy thinks asset prices will “drift higher” in the current market environment. However, she expects a credit cycle as liquidity falls – she notes “a big risk” in commercial real estate, for one. “The lower 60% of the economy is living paycheck to paycheck, and they’re mostly living on credit,” Frances says, “keeping the system on life support.” If there are more systemic cracks in credit...

Alternative investments are growing more popular, but Marc Schechter believes that not enough investors know about them yet. He focuses on private credit in particular and how it is generating higher returns than public credit. He talks about how he invests client assets and what has been popular. Marc also stresses the importance of diversification in this less regulated space. ======== Schwab Ne...

Several analysts targeted Alphabet (GOOGL) over the few days with price target hikes, all while Google's parent company hit a new all-time high. Rick Ducat highlights Alphabet's "strong showing" in its stock price compared to Mag 7 peers after underperforming for most of 2025. He highlights key levels to watch when analyzing the potential for Alphabet's bull run to continue....

The North American auto industry is under real cost pressure, posits Nishit Madlani. He discusses how tariffs have hit the industry and how consumers can’t handle cost increases with car payments already high. He expects a single-digit decline in volumes next year. Nishit is also concerned about subprime auto loans as vendors become more aggressive. ======== Schwab Network ======== Empowering ever...