Schwab Network

Steven Olenick with Mintz says sports holds a $1 to $2 trillion value in the private equity markets. He points to scarcity in opportunities for investment that make sports so lucrative. As markets navigate what Steven calls the "beginning stages" of these investments, he highlights how private equity firms played a role in improving franchises and experiences over the years. ======== Schwab Networ...

Applied Materials (AMAT) rallied to 52-week highs in early October, but potential regulatory changes in China could be weighing on the semiconductor manufacturing equipment provider. George Tsilis dives into the company's fundamental and technical picture, providing an in-depth overview of Applied Materials' business and industry trends. ======== Schwab Network ======== Empowering every investor a...

Jed Ellerbroek believes equities remain a better buy than bonds moving forward, as long as investors can stomach volatility. He points to health care stocks as ones that remain "economically insensitive" and cheap compared to their tech peers. That said, Jed still likes A.I. and tech, noting the "feverish" pitch seen in Nvidia (NVDA) and A.I. infrastructure stocks. He also explains why Alphabet (G...

Friday's selling pressure posted the worst day for the S&P 500 (SPX) since April. All 4 major indices erased gains as markets fell on increasing volatility surrounding U.S. and China trade relations. Despite the red arrows, AMD (AMD) managed to post a 30% gain this week and Nvidia (NVDA) touched new all-time highs Friday. Sam Vadas recaps the week. ======== Schwab Network ======== Empoweri...

Consumers are bracing for a slowdown in the economy, according to the University of Michigan's October consumer sentiment survey. Joanne Hsu notes that while the latest reading showed little change from September, consumers are increasingly worried about pocketbook issues, including the return of inflation and a weakening labor market. Tariffs are also a growing concern, with many believing th...

Jenny Horne and Sam Vadas examine several notable events from Friday's trading session, including a lack of a vote in Congress pertaining to the ongoing government shutdown. But, the biggest item of the day: President Trump's Truth Social post suggesting 'massive' tariff hikes being considered on China. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Rick Ducat and Jenny Horne break down this week's move in AMD (AMD) including Friday's pullback alongside the overall market. Rick points to this week's 30% move as a bullish short-term move, but when compared to chipmaking peers AMD still lagged the overall group. Rick looks at current resistance and support levels forming as shares fall from all-time highs. Later, he looks at one of...

Serve Robotics (SERV) recently saw a strong rally after tagging Uber Technologies (UBER) and 7-Eleven as new partners but gave back most of that rally Friday due to the tariff-induced sell-off. George Tsilis talks about the growth potential for the upcoming robotics delivery company, if it can overcome headwinds in its financials. ======== Schwab Network ======== Empowering every investor and trad...

Hospitality and airlines are being hit by the government shutdown. “Government shutdowns are never good for airlines,” Steven E. Orr says, especially because of the loss of flight controllers. The threats around backpay are also concerning him. However, he does see some tailwinds: jet fuel costs have dropped, for one. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Matt Tuttle sees Friday's sell-off as a buying opportunity for investors. He urges everyone to focus on President Trump and the fields he's focused on to see what the next potential movers are, seen through government stakes in companies like Intel (INTC), MP Materials (MP) and Lithium Americas (LAC). Matt still sees upside in the A.I. trade as well, but warns investors may have to stomach...

Markets sold off on Friday after President Trump hinted at a big tariff hike against China. Cryptocurrencies like Bitcoin and Ethereum also slid on the headlines, but Ray Salmond sees opportunity in the pullback. He explains why crypto may be trading at a "discount." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute ne...

Nancy Davis and Joe Hegener discuss the Michigan Consumer Sentiment report, which was slightly better than expected though still moving lower. Joe notes that half of all domestic consumption is being done by the top 10% of households, income-wise. He calls this concerning for democracy and the economy and discusses the difficulty the rest of the U.S. is having. Nancy reminds viewers that with the...

Shana Sissel believes headline-driven market sell-offs, like Friday's surrounding President Trump's tariff threat against China, are buying opportunities. Sell-offs tied to sustained economic weakness are a different picture in Shana's book. She highlights ways investors can protect themselves against volatility if those situations occur. She later turns to stock picks in Marvell (MRVL...

Jeff Weniger notes “deterioration” in private equity valuations and what it can tell us about public markets. He explains how firms may be pushing these private equity holdings into 401(k)s and how that could affect retirement planning. He also muses on whether the Fed is seeing something “we don’t see” yet as private equity financial giants like Apollo and Jefferies see declining shares. ========...

Sentiment for Amazon (AMZN) has improved, says Likefolio's Megan Brantley, who points out rising trends in the ecommerce giant. The company's October Prime Days offered a leg up for Amazon and its customers a chance to get ahead on the holiday shopping season. However, Megan sees AWS cloud being Amazon's leading growth driver. As she points out, AWS remains the cloud leader, but its do...

Applied Digital (APLD) showed a strong green shoot during Friday's market sell-off. As George Tsilis notes, the data center and cooling tech company posted an earnings beat that impressed the Street. Even as financials improve, George points out that the company remains unprofitable even as A.I. infrastructure sees more demand. ======== Schwab Network ======== Empowering every investor and tra...

Andy Tabrizi, CEO of Recentive Analytics, discusses how sports leagues are adopting AI. His company helps consolidate data to “forecast what will happen under any given scenario” to assist live event scheduling. This becomes particularly important when different leagues are playing at the same time. Andy also talks about how this impacts the sports wagering industry. ======== Schwab Network ======...

Keith Buchanan calls next week a “make or break week” as earnings season begins and big banks give investors an economic picture. Andrew Wang tells investors to watch profit margins as companies navigate inflation and tariffs. They preview catalysts that they see for markets and discuss whether the bull run can continue. ======== Schwab Network ======== Empowering every investor and trader, every...

"Nothing's going to stop this train" when it comes to the A.I. trade, says StocksToTrade's Tim Bohen. He offers three stock ideas that he sees as unsung plays in the industry. Tim expects Terawulf (WULF) to gain traction as A.I. infrastructure scales, a need for Applied Digital's (APLD) cooling technology, and Energy Fuels Inc. (UUUU) to pick up the pace in the nuclear energy...

Tim Davis reacts to stocks falling on President Trump’s comments around China, including threatening a “massive increase” of tariffs. He still sees a lot of momentum in the market but notes upcoming “seasonality” troubles and thinks we could be in for a 3%-7% pullback. He says to keep in mind that the “Fed has our back” as it continues to cut rates. Tim also covers the trajectory of AI stocks and...

Alphabet (GOOGL) has experienced a surge in its stock price after lagging through most of 2025. Wedbush's Scott Devitt adds that Alphabet's backdrop has improved "significantly" from a consumer sentiment and technological standpoint but won't be surprised to see a cooldown in price action. He talks about how the company has become "addicted to the drug of monetization,&q...

Charles Schwab's Joe Mazzola weighs in on what he sees as a "bifurcated economy" where higher-end consumers are doing well while lower-end Americans appear to struggle. Despite that, Joe doesn't see bullish market moves wavering. That could change if the government shutdown continues longer than investors predict, or if there's any disruption to the A.I. trade. ======== Schwa...

China has launched an investigation into Qualcomm (QCOM) for what it calls a violation of anti-monopoly laws. Jenny Horne explains how it's just the latest development to counter U.S. tech, adding that Nvidia (NVDA) will face tightened restrictions as well. Dan Deming offers an example options trade for Qualcomm as it faces these overseas headwinds. ======== Schwab Network ======== Empowering...

Roy Behren explains how investors can use merger arbitrage to take advantage of M&A activity, which is expected to rise in the next few years. There has already been more than $3.4 trillion in M&A in 2025. He shows his firm’s fund based around this idea, MERIX, and covers the sectors that he’s watching for potential M&A activity. ======== Schwab Network ======== Empowering every invest...

Nathan Moser thinks small caps have a “multi-year move” up ahead. While the government shutdown has paused the IPO market, he expects 2026 to be a “very good year” for them, as well as M&A deals. His picks right now include Planet Fitness (PLNT), Victory Cap (VCTR), and Ligand Pharma (LGND). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t...