Schwab Network

Phil Streible joins Diane King Hall at the NYSE set to discuss the gold trade. He continues to see structural support and further tailwinds for the precious metals space, with gold potentially reaching $5,000. For silver, he says the market cap is 9x smaller than the gold market which could present more volatility. Phil adds the silver demand to industrial EV and solar markets as a differentiator....

Kevin Green discusses market sentiment towards the U.S. government shutdown as it extends into day 16. He and Diane King Hall look to prediction markets like Kalshi which believe it could extend beyond a month. On the earnings front, TSMC (TSM) beat expectations and is "carrying a lot of the other semiconductor names" in early trade, according to KG. Meanwhile, Salesforce (CRM) provided...

Ahead of upcoming earnings, Ben Watson breaks down the chart of American Express (AXP) looking at the base over the last 5 days with upside resistance at $338. On a 1-year chart, he's observing an ascending triangle pattern with a small tail-off on RSI momentum which he calls "unusual" with the stock at a steady uptrend. Ben posits the consumer spending trends could be something to w...

Dan Novaes says Friday's sell-off in crypto was more of a focus on leverage than it was about fundamentals. He sees Bitcoin and its crypto peers continuing to rally despite their performance over the last few days — adding that a $200,000 price target for Bitcoin remains in the cards for 2025. Clarity on crypto's future from the government and additional investments from institutions are t...

“Everything’s doing great” as we head into a traditionally strong part of the year, Lance Roberts argues. “The outlook’s good for stocks right now,” he adds, but cautions investors not to let go of risk management strategies. He thinks we will see a sharp correction before the end of the year but encourages investors to buy the dip and thinks we’ll end the year higher. He likes Meta Platforms (MET...

Markets saw volatility during Wednesday's session off comments made by Fed speakers and Treasury Secretary Scott Bessent regarding China. Even during the back-and-forth, the Russell 2000 still tapped record highs. Nvidia (NVDA) got an upgrade and price target hike from HSBC, while the same firm raised its target for AMD Inc. (AMD). ASML Holding (ASML) surged thanks to a strong showing in earni...

Gold continues to push back bears as it makes record after record, all while markets faced volatility from comments made by Wednesday's Fed speakers. Marley Kayden and Sam Vadas talk about the biggest stories they saw on the session, including major developments in tech like Apple's (AAPL) new products and ASML Holding's (ASML) earnings. ======== Schwab Network ======== Empowering ever...

Bitdeer Technologies (BTDR) saw a strong rally on Wednesday's session after gaining analyst interest in the software company. As George Tsilis points out, the company is also making moves beyond crypto mining into A.I.-adjacent plays. He makes comparisons to the rising trend from these related crypto mining companies, including a recent overlooked stock in Applied Digital (APLD). ======== Schw...

Bank of America (BAC) continued what has been a strong rally over recent sessions following its earnings report on Wednesday. However, as Rick Ducat points out, it's actually the laggard of its big bank peers. Rick highlights how Back of America's latest run showed a breakout from a recent downtrend that also brought an uptick in options activity. ======== Schwab Network ======== Empowerin...

Brodie Sutherland, CEO of Patriot Critical Minerals, “the only SEC-compliant tungsten resource in the United States.” It is developing a mega tungsten project in Nevada. Brodie discusses the role that tungsten plays in technology and industry, and says that without a domestic supply, GDP will fall. Over 80% of our tungsten supply used to come from China, but it banned exports earlier this year. ==...

Philip Straehl covers the latest on escalating U.S./China trade tensions. Despite Trump threatening additional tariffs on China, Philip thinks we will see something worked out before November 1. He encourages investors to stick to a longer-term view of markets. He’s concerned about the AI rally and the financing behind it. Philip thinks that the AI infrastructure buildout is approaching its limit;...

Talley Léger charts the S&P 500’s path to 7,000, citing declining recession odds, robust topline revenue growth, and margin expansion. He expects 3Q to be another quarter of double-digit growth. He goes over the state of the consumer and looks at discretionary spending patterns. He thinks that sector is oversold and thinks it could see a bounce. ======== Schwab Network ======== Empowering ever...

Jim Madden thinks the market is precarious as the top 10% of consumers account for 50% of U.S. spending. He argues that these consumers are relying on stock market gains to continue their spending, which in turn depends on a narrow basket of tech stocks, which in turn are relying on AI hype – and OpenAI in particular. Thus, diversification is crucial for investors to protect themselves; he likes N...

Aptera Motors is set to hit the gas in public markets with an expected IPO on Thursday. Ahead of the debut, co-CEO Chris Anthony talks about how the company is creating a solar-powered electric vehicle that doesn't need daily charging. When it comes to carving out a space in the EV space, he sees Aptera's car creating "a whole new category" for EVs with a reasonable price point....

"If you're bullish on A.I., you're bullish in ASML," says Nick Raich. After ASML Holding (ASML) posted an earnings beat in its latest report, Nick said he's "very pleased" with the company's outlook even though it showed a revenue miss. Ron Westfall adds that the company's monopoly on a tech needed to develop many A.I. chips gives it a distinct advantage in...

Carolina Milanesi offers a wide perspective of Apple's (AAPL) latest tech initiatives and what they mean for the Big Tech firm's future growth. She notes that efforts into diversifying their products and services will expand an already-massive moat for Apple. Carolina adds that A.I. efforts need to be a priority if Apple wants to offer more growth potential. ======== Schwab Network =======...

Agriculture stocks largely rallied sharply to the upside while metal manufacturers like MP Materials (MP) sold off. George Tsilis talks about how tariffs generated big moves in these stocks and explains the retail and institutional investments shaking earth-tethered stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsl...

Likefolio’s Andy Swan brings sentiment data for United Airlines (UAL) ahead of their earnings report. He argues that its position is “strong and steady” as the sector softens, particularly budget airlines. “Premium and business class are absolutely surging,” he adds, while economy-class interest is turning negative. “They’re in the perfect spot of this K-shaped economy.” ======== Schwab Network ==...

“Right now, AI powered equals stock pump. The AI strategy is the new code for dot-com-esque,” Jeffrey Small argues. He thinks that tech companies really have to deliver on earnings this quarter. “Bubbles only happen when hype outpaces fundamentals,” he warns. “We’re in a 1998 moment here.” He believes that the entire market is hinging on the privately-owned OpenAI. He likes META, GOOGL, NVDA, and...

Phillip Wool believes China can stomach more hits from tariffs than the U.S. can. He adds that Chinese markets and its surrounding regions will continue to accelerate, as long as its economy doesn't show substantial slowing. Henry Greene adds to the sentiment by explaining how international investors are funneling money into Hong Kong. However, he expects tariff volatility will complicate the...

TheoTrade's Don Kaufman takes a rare bullish stance on Starbucks (SBUX) due to his belief that most of the bad news has now been priced in the coffee giant. However, he tilts bearish on the ProShares Bitcoin ETF (BITO) as the cryptocurrency faces strong resistance. He also expects Alphabet (GOOGL) to struggle with monetizing A.I. Don offers example options trades for all three names while Rick...

Mark Smith, Chairman and CEO of NioCorp (NB), spotlights the rare earth mining sector. They plan to construct a mine and processing center in Nebraska that can produce multiple types of minerals. “We’re anxious to start construction.” He talks about how they will be the only U.S.-based supplier of some of these rare earths and how they fit into the national security picture. ======== Schwab Networ...

United Airlines (UAL) reports earnings after Wednesday's closing bell, and Sean Cudahy believes investors can take hints from another airline's report earnings: Delta Airlines (DAL). Sean sees high-end consumers and lack of international turbulence giving a lift to United. Tom White offers a closer look at his example options trades for the airline. ======== Schwab Network ======== Empower...

Nvidia got an upgrade from HSBC from buy to hold, while the firm raised its price target to $320 from $200. The chipmaker is also one company named in a new $40 billion deal. Marley Kayden takes investors through the latest headlines surrounding the market leader while Prosper Trading Academy's Scott Bauer breaks down his example options trade. ======== Schwab Network ======== Empowering every...

Liz Ann Sonders with Charles Schwab says "buy the dip" remains a key rallying cry in the markets, though she notes plenty of risks that can reverse sentiment. Collin Martin talks more in-depth on some of those risks, which includes a backup of economic data from the government shutdown that can derail the FOMC's current interest rate track. ======== Schwab Network ======== Empowering...