Schwab Network

Scott Zari says investors can avoid the Trump administration's pharmaceutical tariffs by looking to companies that are already domestically manufacturing drugs and medicine like Eli Lilly (LLY). Compared to other drugmakers that have dipped into the weight-loss market, Scott says injectables will continue to be the primary use case saying pills haven't yet overtaken it. He looks at other d...

Monday's off to a busy start! As investors and traders await any developments from Washington DC, Tom White points out the fact that in the previous 5 government shutdowns equity markets actually rose higher. He joins Diane King Hall to set up the trading week before turning to a pair of big premarket movers. AMD (AMD) is jumping on news that it reached a deal to sell a potential 10% stake to...

Rachel Dashiell joins Morning Movers to take a look at the chart of Tesla (TSLA) after the EV maker's social media account posted several videos teasing a new vehicle announcement. On the chart, Rachel shows the stock's recent bearish engulfing pattern when Tesla shares fell just shy of previous all-time highs. She says that "brick wall" of resistance at all-time highs will conti...

Erin Gibbs makes the bullish case for small caps, with the Fed continuing to cut rates a “critical point.” She points to “massive” increases in earnings from small caps, nearly equivalent to the S&P 500. Into 2026, she thinks earnings growth could reach “twice the rate of the S&P 500.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Jason Ware sees more highs ahead, and if there’s a pullback, he calls it a buying opportunity. He describes the “Splendid Six,” which is basically the Mag 7 minus Tesla (TSLA). He thinks TSLA’s valuation doesn’t fit with the other megacaps. In addition, he also likes names like Oracle (ORCL), Starbucks (SBUX), TJX (TJX) and Uber (UBER). Of the Splendid Six, his favorite is Amazon (AMZN). ========...

Palantir (PLTR) is back on the Tech Corner. Shares of the A.I. and defense company hit all-time highs in August following a 2Q earnings beat. George Tsilis dives into the numbers and finds out what bullish tailwinds are lifting the stock this year. Plus, George breaks down technical trends for PLTR and explains the significance of its 200-Day moving average as a key support level on any pullback m...

James Demmert is targeting 7,100 for the SPX by year-end, and 8,100 next year. He also has bullish targets for other indexes, including the Dow to 10,000 within “5-6 years.” James expects a “revolution” in financial stocks and electrical stocks as AI pushes forward. For example, he says GE Vernova (GEV) is a “great place to buy the dip,” discussing U.S. power needs. He also likes international nam...

Stocks rallied and all major indices hit new record highs — even as the government shut down and stayed closed into the weekend. Marley Kayden recaps the biggest stories in the markets that led to all-time highs, which included a new record in Nvidia's (NVDA) stock price. She also talks about reports of a deal between Intel (INTC) and AMD Inc. (AMD), along with Tesla's (TSLA) sell-off that...

This week's lack of some economic data, including Friday's non-farm payrolls report, means more people will have to keep their attention on the Fed and commentary on interest rate cuts, says Marley Kayden and Sam Vadas. They talk about other headlines to close the trading week, from strong rallies in A.I. and quantum stocks, to crude oil's catastrophic week. ======== Schwab Network ===...

Marc Gilbert looks at the services sector of the economy. He talks about the pace of growth in services vs goods, and how tariffs do or don’t impact the former. Services are impacted by geopolitics and regulation, and Marc discusses how companies need to watch and anticipate different outcomes around the world. He notes that the U.S. leads the world on services, but China is a rival that can quick...

Ondas Holdings (ONDS) is a small cap tech stock that gained incredible traction over the last year, helped by the Trump administration's added focus on national security. George Tsilis talks about Ondas's autonomous drone systems and the enthusiasm from investors on how its tech can be used for revenue growth. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Johnson & Johnson (JNJ) has shined in the healthcare space, rallying 5% this week and 30% in 2025. An upgrade from Wells Fargo added momentum to the stock rally on Friday. Rick Ducat dives into the price action behind Johnson & Johnson by comparing the stock to peers in pharmaceuticals and the general health care sector. He analyzes the options front gauge and expected volatility on both s...

Garrett Stevens explains what it means for the SEC to approve ETF share classes of mutual funds, and the benefits for investors. As someone who helps with ETF launches, he talks about how busy the industry has been with these conversions. He also explains some of the tax mechanisms that favor ETFs vs mutual funds. ======== Schwab Network ======== Empowering every investor and trader, every market...

Chris Wang previews potential new record highs at the market close in indices and gold. While the market seems to be shrugging off the government shutdown, he talks about the “shock and awe” tactics of the Trump administration and how this one could be different. Turning to AI, Chris discusses the staggering revenue targets OpenAI has set for itself and whether the sector is in a bubble. ========...

Harley Lippman blames global uncertainty for the slowing in hiring and expects AI to have a huge impact on jobs in the next 4-10 years. Eric Pachman focuses on how hiring has been disproportionately driven by healthcare, which was “not a healthy situation.” Harley discusses employee retention as firms become more reluctant to hire. Eric talks about whether the Fed cares about ADP jobs data and if...

Lance Cannon shares some of his stock picks, where he looks for more than a 50% potential increase. His names include Genius Sports (GENI) and Almonty Industries (ALM). Lance discusses how he spots these opportunities and how his firm looks abroad as well as in the U.S. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslette...

Don Nesbitt sees the economy staying strong even as cracks in the labor force appear to widen. However, he doesn't see the stock market moving significantly higher given current valuations, nor does Don expect interest rate cuts to add momentum at current levels. He later offers his reasoning for continuing bull runs in UnitedHealth (UNH), Levi Strauss (LEVI), and Valero Energy (VLO). ========...

Sharon Karaffa covers high mortgage rates and housing demand. With the Fed lowering rates, she discusses refinancing options for homeowners and the amount of debt coming due in the housing market. She thinks mortgage rates can fall below 6% if we “continue on the glide path” we’ve been on. Sharon breaks down demographics between renters and homebuyers and how location plays in. ======== Schwab Net...

"There's so much we can learn from these companies that lasted one-hundred years or more," says Eric Becker, author of The Long Game. He talks about how companies and their leaders undergo "moments of truth" which can ultimately launch them toward pivotal success. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

Reports that the U.S. Army flagging Palantir's (PLTR) "very high-risk" battlefield system are weighing on shares. Marley Kayden notes the steep selling action on Friday but adds that bullish sentiment remains intact. She adds that Palantir's flagged tech is not currently being deployed by the U.S. Army. ======== Schwab Network ======== Empowering every investor and trader, every...

Best Buy (BBY) has seen staggering price action over recent months, but Likefolio's Megan Brantley sees consumer interest improving as the company heads into the peak holiday season. While she notes Best Buy facing headwinds over slowing orders with bigger price tags, Megan sees new tech from Apple (AAPL) and other Big Tech firms offering a catalyst. ======== Schwab Network ======== Empowering...

Karl Brauer and Henry Greene assess the EV sector. They discuss how the political picture has turned against EVs and look at the rate of recent adoption. “It’s going to be very difficult for carmakers” of any stripe to “continue sales at the same rate” with the expiration of U.S. EV tax incentives, Henry says. He’s looking abroad to materials makers and international EV adoption – but still likes...

Futurum's Shay Boloor says the first wave of A.I. in chips and other hardware has been priced in. He says investors need to look at what's ahead and turn to rising A.I. names he sees leading innovation ahead. Shay considers Broadcom (AVGO) "the most hidden $2 trillion company," considering its market share one that can compete with Nvidia (NVDA). He labels ASML Holding (ASML) a &...

Aquiles Larrea anticipates a market pullback to be a "healthy" one that won't impact the bull run. He sees quantum computing running alongside that bullish trend, labeling IONQ Inc. (IONQ) as a lead beneficiary. Aquiles points to Nuscale Power (SMR) as a value play in the nuclear power space and Morgan Stanley (MS) as a big bank poised for "significant growth." Rick Ducat s...

Once tariff impacts start pushing prices higher, we will see a market pullback in the short term, argues Patrick Mueller. Long term, though, he’s bullish. He discusses trends to watch in credit card debt, noting that people are beginning to finance even small or necessary purchases. He thinks that foreclosures will begin escalating and “there’s a bubble that’s going to burst that no one is really...