Schwab Network

Seth Grae returns to Market on Close to talk about how Lightbridge (LTBR) has benefitted from the Trump administration's efforts to expedite nuclear power deployment. He believes the need to power A.I. is "tremendously related" to the nuclear push. Seth sees nuclear being a critical provider to powering evolving tech and explains why it has advantages over other renewable energy sour...

Paul Karger discusses gold as the metal hits $4,000 for the first time. “We’re living through an absolute boom in productivity” along with de-dollarization, which forces investors to look abroad and to look at other safe haven products. He thinks all investors should have some exposure to gold. He expects the Fed to continue rate cuts. Paul is long-term bearish on China, though he likes the rest o...

Carlos Diez believes that the market hasn’t priced in all the benefits of the tax bill, the subject of the government shutdown. “The market has room to run,” he says, also pointing to AI spending across sectors and many companies, as well as the productivity he expects it to bring. He covers the U.S. stocks he considers best-positioned, including Ambarella (AMBA) and Taiwan Semi (TSM). He’s also a...

Tesla (TSLA) sold off on Tuesday's announcement that the company will release lower-cost Model Y and Model 3 vehicles. Noah Hamman says the lower cost, paired with expected upcharges for some features the vehicles will use, give Tesla a new edge against EV competitors. Ben Rose believes the company hit the "sweet spot" for price but adds that there were no real surprises to energize...

Evan Schlossman from Suro Capital discusses how it helps retail investors access private companies like OpenAI. Their fund, SSSS, has a significant allocation to OpenAI and other AI names, with around 30 companies total. “We are extremely excited about the trajectory of the company,” he adds. He discusses distributions to clients through dividends and secondary transactions. ======== Schwab Networ...

38% of U.S. shoppers use Amazon (AMZN), says MichaelAaron Flicker, and he expects many of those shoppers to take advantage of the company's latest Prime days happening this week. He explains how the Mag 7 company uses the "sunk cost fallacy" to encourage people to stick with Amazon Prime and buy more. He also weighs how Amazon's staying power can persist for years down the road....

Likefolio’s Megan Brantley previews Delta Airlines (DAL) ahead of earnings and the airline sector overall. She compares its stock price to web visits and discusses its place as the “best of breed”. However, air travel demand seems weaker overall with budget airlines struggling and staffing issues across the industry. 2025 summer travel was weaker than last year, particularly in the main cabin, she...

Morningstar's Brian Colello calls the deal between AMD Inc. (AMD) and OpenAI a much needed one. While he sees Nvidia (NVDA) continuing to serve as the A.I. market leader, he adds that "there's nothing wrong with second place" for AMD. One concern he has moving forward: how these companies will power A.I. in the years ahead. Logan Gilland makes the case that AMD and OpenAI prove t...

Clayton Triick expects the Fed to continue cutting rates despite limited visibility around economic data. He’s bullish on equities into year end, but thinks that the resumption of economic data could cause a pullback in the short-term. Thus, he’s also looking at fixed income right now for protection. He highlights junk bonds and favors HY credit over stocks as corporate spreads retrace their steps...

Jessica Inskip focuses on stocks tied to the digital landscape on today's Big 3. She's bullish on IBM Corp. (IBM) for its consulting arm and integration into financial firms, likes PayPal's (PYPL) diverse revenue stream combined with stablecoin growth, and sees Netflix (NFLX) as a strong candidate for forward growth. Rick Ducat offers his analysis into the key levels investors should w...

Frances Stacy makes the case that Amazon (AMZN) has an attractive price tag at current levels. A look into the chart's technicals show Amazon making higher lows. Additionally, Frances points to Anthropic and AWS cloud as strongholds in A.I. Tom White turns to the options front for Amazon. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve r...

Claude will be used in IBM Corp.'s (IBM) software. Marley Kayden keys investors into how Anthropic's latest partnership seeks to give it another arm to fight OpenAI's dominance. Tim Biggam sees a pullback coming for IBM as it reaches record valuations. He offers an example options trade for the legacy tech stock. ======== Schwab Network ======== Empowering every investor and trader, ev...

The fixed income market is saying "things are okay right now," says Charles Schwab's Collin Martin. He attributes range-bound trading action to a lack of investor fear even as economic uncertainty persists. However, Collin notes concerns when it comes to sticky inflation. He adds that the longer the government stays shut down, the bigger the risk to U.S. and global markets. ========...

Bitcoin is turning into a safe haven free of politics, argues Mike Maloney. “It’s been thriving on the uncertainty” in markets and has seen a lot of catalysts over the last year. He discusses hard assets overall and what he calls “unproductive” assets, and why traders might use them. He also expects flows to start heading into other cryptocurrencies, such as Ethereum. ======== Schwab Network =====...

Paul Schatz thinks the Dow will hit 50K in 1Q26 and argues that there isn’t a bubble. He does expect a pullback of 1%-3% soon, but no bear market or recession. “Momentum begets momentum, strength begets strength.” He is excited about deregulation and thinks the job market will start to improve from here. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

George Tsilis takes investors through some of the biggest market movers and stories in Tuesday's trading session. He points to a post-earnings rally in Constellation brands (STZ) even as beer sales fall year-over-year. George adds that investors are expecting a big update in Tesla (TSLA), which he believes is either a cheaper Model Y or new car altogether. He later notes another stake from the...

“Everyone’s too greedy,” Chris Watling says, “the market is primed” for a pullback. “You never know what the spark is,” he adds. However, he would buy on a dip – but he warns traders to get an idea of the size of the dip before they get in. He expects a soft landing rather than a recession. Chris still likes U.S. large caps, but is also looking to emerging markets. On the other hand, he would sell...

With the government shutdown leaving lingering uncertainty, "gold is on everyone's tongue," says Kevin Hincks. The metal hit 4,000 for the first time ever into Tuesday's trading session. Kevin later turns to stock movers with AMD Inc. (AMD) continuing its rally and Tesla's (TSLA) anticipated auto announcement. ======== Schwab Network ======== Empowering every investor and tra...

Alex Coffey kicks off the trading day with his takeaways from Monday's AMD (AMD) rally and the continued surge in A.I. investing interest. Jefferies upgraded AMD following its OpenAI deal, and Alex says analysts are resetting their coverage after such a big move. Later, he looks at IBM (IBM) following news of an AI partnership with Anthropic and its platform Claude. Finally, Alex and Tom White...

CFRA's Arun Sundaram joins Morning Movers to dissect the latest earnings figures from McCormick (MKC). He discusses the consumer trends that impact the staples, including cooking at home versus dining out. Later, Arun provides his holiday shopping outlook as Amazon's (AMZN) Fall Prime Day event begins. He looks at Walmart (WMT) and Target (TGT) which have competing sales events as well. &q...

Rick Ducat plugs in several studies on the Tesla (TSLA) chart to break down the technicals for the EV maker. Tesla is rumored to announce a new Model Y vehicle, with a lower price tag after some weekend teases. Rick points to current levels of area and support for TSLA, including a glimpse at its RSI momentum study. Later, Rick demonstrates an example options trade for Elon Musk's EV stock. Hi...

Ben Watson looks at the recent "build" on support levels for Netflix (NFLX). He says $1148 is acting as near-term support, with $1178 as intermediate resistance. Seaport Research upgraded Netflix to Buy with a price target of $1385 which would be a new all-time high. Ben Zooms out on the chart to look at the relative downtrend since this summer's highs above $1341. Ben indicates that...

Larry McDonald doesn’t mince words: “What we’re seeing in the last 3 weeks across private credit, business development companies, subprime student loans is the closest thing that I have seen to 2007-2008. I think there is a major, major move happening in the financials. It’s gonna be ugly.” He joins Sam Vadas to discuss the current economic headwinds facing investors. Hudson Value Partners’ Christ...

All indices except the $DJI closed higher to start the trading week as the government shutdown lingers. AMD Inc. (AMD) led market action through its new deal with OpenAI. That deal sent shares of Nvidia (NVDA) falling. Palantir (PLTR) was another bright spot in the A.I. thanks to a new healthcare partnership. Applovin (APP) sold off near the end of the session on reports of the SEC launching a pro...

Sam Vadas and Marley Kayden take investors through some of their biggest stories of the day beyond the AMD Inc. (AMD) and OpenAI deal. On their dockets: Tesla's (TSLA) upcoming announcement Tuesday, new tariffs targeting foreign-made trucks, and gold's eye-watering rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...