Schwab Network

Philip Straehl thinks tariff impacts are still filtering through and will hit in the next few months. He considers them a “transitory element” but thinks an inflation surprise could cause a market downturn because it would delay the Fed rate cutting cycle. He talks about the impact of a 25 basis point rate cut this week on the economy, and the low probability of a 50 point cut. ======== Schwab Net...

Jesse Wheeler warns that interest rate cuts take a while to filter through the economy. He discusses how a cut could affect the jobs market and housing market, but thinks that businesses may stay on the sidelines after a first cut. He talks about why the labor market has taken a hit, tying it to immigration issues: “without that engine of labor supply,” the jobs needed to be created to keep unempl...

Current expectations on the FOMC's September interest rate cut may not be as solid as investors anticipate, says Kevin Green. He says a "fairly aggressive" retail sales print Tuesday, among other inflation reports, can shake up cut probabilities. As far as stocks to watch, Kevin points to small caps and financials as interest rate movers. He later touches on the "mixed picture&q...

Marley Kayden takes a closer look into Tesla (TSLA) CEO Elon Musk's $1 billion purchase of shares. She notes Musk's move as a sign he's doubling down on the company's "ambitious" goals. Marley notes it can be a struggle, particularly one goal of Tesla to hit $2 trillion market cap by mid-2026. @ProsperTradingAcademy's Charles Moon offers an example options trade for T...

Michelle Gibley with @CharlesSchwab turns to the international A.I. trade by looking at China's rally on tech stocks. She says institutional investing may be driving the overseas rally. Michelle adds that tariff talks remain hot as China also tackles anti-monopoly measures against Nvidia (NVDA). Cooper Howard talks about the Fed's meeting this week regarding interest rates that still holds...

Ivan Feinseth remains bullish when it comes to cruise lines. He sees these companies roughing tough waters as many increase capacity, add new ships, and tack on more activities to draw new customers. Ivan points to Royal Caribbean (RCL) as the leader of the fleet. Tom White offers an example options trade for Royal Caribbean. ======== Schwab Network ======== Empowering every investor and trader, e...

Ted Weisberg discusses why a 25 basis point cut is the right move this week and names some stock picks. He’s a long time Meta (META) bull and thinks it can continue to climb, calling it “reasonably priced” in the tech sector. He also likes glasses maker Essilor (ESLOY), discussing its vertical integration and expansion. Other picks include Oracle (ORCL) and Chubb (CB). However, he says that divide...

On the opening day to Schwab Network's new show, Opening Bell, Kevin Hincks reports from the @cboeglobalmarkets to break down what investors should watch for this week. The biggest talker: the FOMC and its interest rate meeting. Kevin talks about expectations heading into the highly anticipated meeting that includes a near-certain rate cut. ======== Schwab Network ======== Empowering every inv...

Richard Grasso, former chairman of the NYSE, joins Opening Bell to talk financial literacy and his history in the markets. “The only way” to find economic stability for the young generations, he argues, is through investing. He discusses his time as the leader of the NYSE and his work developing it. He cheers bringing small investors into the stock market and broader access to financial informatio...

Markets started the trading week with up arrows, including a new record high in the SPX. Kevin Green shows levels for investors to watch throughout Monday's session. He also talks about Tesla's (TSLA) upside potential following its rally in the morning, noting if it can break a key resistance level, there's a chance its rally can continue. ======== Schwab Network ======== Empowering ev...

UBS upped its price target on Micron (MU) to $185 from $155 as the stock hit new record highs Monday morning. Wedbush added Palo Alto Networks (PANW) to its "best ideas" list as it sees strong potential for the cybersecurity stock. GE Vernova (GEV) was upgraded by Melius Research on expectations earnings can power the stock in 2027 and beyond. Diane King Hall runs through the morning&#39...

Erin Gibbs joins Diane King Hall at the NYSE to preview this week's Fed meeting. She expects a 25 basis point rate cut before turning her eyes towards equities. Erin notes that while small-caps have historically outperformed in rate cut cycles, she's cautious about calling a bottom just yet. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Shares of Nvidia (NVDA) are under pressure ahead of Monday's open as it faces regulatory scrutiny in China. Rick Ducat examines the current technical levels to watch on the chart as well as near-term areas of resistance and support. Later, Tom White composes a neutral to bullish example options trade by selling a put with the Oct. 3 expiry. ======== Schwab Network ======== Empowering every inv...

Rachel Dashiell breaks down the technicals behind Micron (MU). The semiconductor stock has been on a tear, with the chart suggesting there may be more room to run. Rachel points to a 90-day basing pattern that has given way to a sharp upside rally. With its momentum study validating the move, she sees potential for even higher highs but notes that the RSI is reaching overbought levels which could...

Stocks remain near all-time highs, despite concerns about a potential small-cap head fake. Kevin Green joins Morning Movers to provide his setup for the week saying all eyes are on interest rates with the Fed meeting on the horizon. A 25-basis-point rate cut is largely priced in, but there's growing chatter about the possibility of a 50-basis-point cut. Meanwhile, Nvidia (NVDA) is under pressu...

Barclays raised its price target on General Motors (GM) while lowering the price target on Constellation Brands (STZ). JPMorgan raised its target on Delta Airlines (DAL). Jenny Horne explains why these analysts adjusted price targets on these stocks while Rick Ducat gives investors a close look at key levels to watch this week. Segment originally aired Friday, September 12, 2025. ======== Schwab N...

Pantera CEO Dan Morehead is bullish on the outlook for blockchain. He points to Figure's (FIGR) IPO on Thursday as the latest signal for market demand, also seen in crypto-tied IPOs like Circle (CRCL) and Bullish (BLSH). Dan later takes a deeper dive into how blockchain has an "inevitable" use for storing and sending digital assets in the modern age. ======== Schwab Network ========...

Andrew Arons expects “3 to 4 rate cuts going into next year” and forecasts continued strength in markets. He likes megacap tech with Amazon (AMZN) one of his “favorite stocks,” but also is watching Reddit (RDDT). In retail, he likes Dick’s Sporting Goods (DKS), saying its deal for Foot Locker was “cheap” and it is “dominant” in sports apparel. ======== Schwab Network ======== Empowering every inve...

Tsvetta Kaleynska highlights Friday's consumer sentiment report and explains the weaknesses driving lower numbers on and below the headline print. Out of the 13 million people her firm's data targets, five million expressed concerns over spending, which highlights a search for value happening under the economy's surface. ======== Schwab Network ======== Empowering every investor and trader, every...

It's the Tech Corner's first repeat appearance: Broadcom (AVGO). George Tsilis dives into the company's latest earnings report and its exposure to the A.I. adoption themes that have driven the overall markets to new all-time highs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.c...

Markets muscled another winning week ahead of next week's FOMC interest rate decision. A lot of the trading action was led by Oracle's (ORCL) stunning guidance that projected more than 800% cloud infrastructure revenue growth into fiscal 2030. Apple (AAPL) appeared to underwhelm some investors and sparked downgrades from analysts following its annual product event. Warner Bros. Discovery (...

David Trainer considers Klarna's IPO a high-risk bet for investors, citing an unproven "buy now, pay later" business model, intense competition, and a valuation that's "way out of whack." Trainer believes Klarna's stock price implies unrealistic growth and profitability, similar to that of more established peers like PayPal, which he considers "priced for perfe...

Aptiv (APTV) hit a new 52-week high after the Swiss automotive company got an upgrade from Barclays. George Tsilis talks about the potential catalysts inspiring bullish optimism, which includes partnerships with Alphabet's (GOOGL) Waymo and Intel (INTC). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://...

Charles Schwab's Cooper Howard is expecting a "weird" FOMC meeting next week. Debates of a 25bps or a 50bps interest rate cut aside, he notes that we "won't even know who's going to be in the room" when the Fed ultimately votes on the tentative rate cut. With expected dot plot revisions, Cooper also urges investors to watch how the Fed is projecting interest rate cu...

Phillip Streible expects oil to break below $60 into the mid-$50s, but notes that China is building up oil reserves on its path to total electrification. On crypto, he says traders are looking for any momentum plays to the upside; for Bitcoin, he thinks $116K-$118K is where it should consolidate. He thinks gold can sustain its rally, naming three price drivers he sees, but says it will eventually...