Schwab Network

Stephanie Walter and John Freeman preview Micron (MU) earnings. Stephanie notes that Micron is “leaning in” to HBM chips, which are a prerequisite for AI data centers – potentially bullish, but with raised market expectations, it might not be enough. They discuss how Micron has become more of a strategic play than in the past as it becomes a bedrock of AI infrastructure. John owns MU shares and gi...

BofA set a new Street high price target for Palantir (PLTR) as it sees significant upward potential in A.I. and international expansion despite its sky-high valuation. Marley Kayden talks about everything investors need to know around the recent Palantir developments driving market discussions. She also weighs in on parallels between Palantir and Tesla (TSLA). ======== Schwab Network ======== Empo...

"Expectations are high" for Micron's (MU) earnings but are "even higher" for guidance, says Ali Mogharabi. He notes the stock's significant rally which doubled the price through 2025. Ali says a run higher depends on how Micron shows it has a long-standing place in the A.I. race. That said, he doesn't see the demand for memory diminishing any time soon. Ali then bro...

LikeFolio's Andy Swan says he's "very bullish" on Reddit (RDDT), pointing to his firm's data showing the company's substantial outperformance to peers when it comes to drawing advertising dollars. He says the conversation-based social media platform offers plenty of data for advertisers to target audiences. Andy adds that its connection to Alphabet's (GOOGL) Google se...

Michael Robinson spotlights the tech sector, discussing Nvidia’s (NVDA) $100B investment in OpenAI and how H-1B visa changes can affect the industry. He talks about the possibility of an OpenAI IPO in the next few years, and how cementing a relationship with NVDA for compute power will give it an edge. As for OpenAI’s growth, Michael says he’s “never seen anything like it in the history of technol...

Seth Schachner says the potential merger between Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD) would be substantial not just for its size, but also for how "different" each company's content and goals are. Dan Rayburn turns his attention to sports and its potential for streaming's growth, as he points to Amazon (AMZN) Prime's Thursday Night Football laying the gr...

Kevin Mahn goes back to the history books to gauge the likelihood of recession vs a market climb after the recent Fed rate cut – and he’s more on the bullish side. “There’s more investment coming” in technology and AI, he says, citing Nvidia’s push into OpenAI. He is critical of the Fed and thinks they should have cut rates back in June and expects another two before the end of the year. Kevin sha...

Tech and crypto-centric stocks take Charles Moon of Prosper Trading Academy's focus on today's Big 3. He sees lots of potential for a short-term bounce in Astera Labs (ALAB), an expected rise in cryptocurrencies benefitting Hut 8 (HUT), and potential for Apple (AAPL) to hit $300 by the end of 2025. Rick Ducat dives into the charts to show technical trends supporting Charles's analysis....

Micron (MU) reports earnings after the close on Tuesday, and Paul McCarthy expects a beat and raise from the company. The stock has doubled since the start of 2025, helped by raised guidance Micron released in August. Paul says the print will be all about whether its guidance still lines up with projections and if capex shows strong demand. Tom White turns to the options front ahead of Micron'...

Bullish expectations from analysts pushed CoreWeave's (CRWV) stock higher on Tuesday's session. Wells Fargo says the company has grown "too big to ignore," while Melius Research says cloud's industry growth makes CoreWeave attractive to other companies building out their A.I. infrastructure. Marley Kayden turns to the analyst notes and explains the details driving their senti...

Charles Schwab's Kevin Gordon believes the stock market has become increasingly important in acting as a barometer for the U.S. economy. He goes in-depth on how changing wealth demographics play a role in the sentiment shift. On the Fed, Kevin says "hawkish" governors should capture more attention when it comes to rate cut commentary and why they argue for trimmed expectations. =====...

Steve Kolano focuses on small caps and the steepening yield curve. In order for small caps to sustain momentum, he’s focused on economic factors rather than the bond market. He also digs into the labor market, looking to history to compare today’s unemployment conditions to past recessions. Steve also looks at gold, still at record highs, and argues it as a proxy for bonds and an inflation hedge....

While September's PMI print didn't move markets in the U.S., Kevin Green urges investors to keep their eyes on international economies. He talks about how Germany is acting as a buoy for the Eurozone PMI as tariff uncertainty lingers over the EU. Additionally, South Korea's president warned of a financial crisis if the U.S. continues its investment demands. ======== Schwab Network ====...

Alan Baratz, CEO of D-Wave Quantum (QBTS), returns to Schwab Network to talk about how his company has accelerated its quantum tech into its customer base. He says D-Wave's Advantage2 quantum computer has real-world applications today, with the tech poised to grow in the coming years. Alan later goes in-depth on how his company uses A.I. in model learning and why it's important for the com...

Kenvue (KVUE) rallied Tuesday morning despite the Trump administration linking Tylenol to autism. Diane King Hall notes that analyst commentary may have helped the stock's upward trajectory. Boeing (BA) got a boost off international orders from Uzbekistan and Turkey, while Autozone (AZO) was little changed despite posting an earnings miss. ======== Schwab Network ======== Empowering every inve...

Fed Chair Jerome Powell will speak for the first time since the FOMC lowered interest rates last week. Kevin Hincks says it's not just the chair you should listen to. He points to commentary from other Fed governors signaling mixed opinions on how deep the FOMC should cut rates into 2026. Friday's PCE print will add more color to the inflation picture, as Kevin previews expectations for th...

Rick Ducat compares the Micron (MU) chart to fellow chipmakers and the overall tech sector to show how the memory maker is outperforming several names. Compared to other memory storage stocks like Western Digital (WDC) and Seagate (STX), Rick shows how it actually is underperforming in that group. Rick highlights the momentum RSI study remaining in the overbought range ahead of Micron's upcomi...

Micron (MU) earnings will be the marquee name reporting after Tuesday's close. Phillip Streible joins Diane King Hall to preview the report. He is expecting a "great report" but is wondering "how much is baked into the cake?" Phillip expects strong revenue growth as memory needs have accelerated with A.I. adoption. He notes the potential risks that international competitor...

Jay Woods is at the NYSE set with his latest takeaways on the stock market. With indices hitting new all-time highs, he says the rotation within the tech sector has been fascinating to watch including the recent rally in Apple (AAPL). He says the iPhone maker is acting like a staple stock and is watching the $260 level on its chart. For the Russell 2000 (RUT), he says the 10-year yield will be cri...

Wells Fargo and Melius Research analysts each upgraded CoreWeave (CRWV) prior to Tuesday's open. Ben Watson examines the chart patterns taking shape and points to the bullish price action developing over the past several trading days. He highlights $130 as a potential level that was resistance but could turn into support after the most recent run higher. On a 1-year chart, Ben highlights the A...

Stocks are defying September's historically bearish reputation, thanks in part to a risk-on tone and a recent Fed policy pivot. Kevin Green discusses the record-moves in equities. Nvidia's (NVDA) $100B AI investment in OpenAI is a major tailwind, with the chipmaker's products set to power the expansion of OpenAI's data centers. Elsewhere, Apple (AAPL) is finally showing signs of li...

“The pullback has to happen” for a healthy market, Steve E. Orr insists. Stagflation is here, he argues: “this is a very weird time to be in.” He expects 12-17% correction in the next few months, but notes a substantial amount still in money markets that could enter stocks. If a fall happens, he would “absolutely” be buying the dip. He likes REITs, oil companies, and Deere (DE) on the expectation...

It was another record-setting day for most of the major indices, helped by Nvidia's (NVDA) announcement that it will invest $100 billion into OpenAI. Apple (AAPL) rallied after Wedbush's Dan Ives upped his price target of the stock, as did Metsera (MTSR) after it was acquired by Pfizer (PFE). Marley Kayden takes investors through an eventful start to the trading week. ======== Schwab Netwo...

The proposed substantial fee hike for H-1B visas could give big tech companies a competitive edge in poaching U.S.-based foreign talent, while smaller businesses might struggle to keep up. John Kaplan believes this could accelerate the shift to global hiring and remote work, potentially benefiting U.S. workers in the short term but having long-term implications for the education system and the U.S...

Tempus AI's (TEM) RNA-based vitro diagnostic device got clearance from the FDA for use. The company reached record highs on Monday's session but pulled back by the closing bell. George Tsilis talks more about the development and why he believes Tempus experienced a pullback. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Min...