Schwab Network

Eric Pachman breaks down the August jobs report. He notes that healthcare and social services are only 17% of jobs in the U.S. but is disproportionately growing new jobs in the U.S. labor market. The rest of sectors, he says, are flashing recession signals. He doesn’t even think a 50 basis point rate cut can fix things, citing Powell’s comments that the Fed has little control over structural chang...

As the fall football season kicks into full swing, DraftKings (DKNG) shares are hovering below 6-month highs. George Tsilis examines the online sports wagering company. He provides a full overview of its competitive landscape, including Flutter's (FLUT) FanDuel as well as traditional brick-and-mortar casino stocks like MGM Resorts (MGM) and Penn Entertainment (PENN). George dives into the comp...

Most indices closed higher even as seasonal volatility kicked off September trading. Alphabet (GOOGL) closed as one of the SPX's biggest winners, rallying 10% after a U.S. district court judge rules the company can keep its Google Chrome browser. Broadcom (AVGO) jumped on strong earnings and guidance — along with reports that it inked a $10 billion A.I. chip deal with OpenAI. Lululemon (LULU)...

Andrew Wang discusses the potential for the Supreme Court to weigh in on the Trump administration's authority to impose tariffs. With a federal appeals court striking down the majority of President Trump's tariffs, Wang believes the decision could set a precedent on economic power between the President and Congress. He notes that 40% of CFOs cite tariff concerns as their top business worry...

George Tsilis turns to a stock many don't realize is important to the A.I. race: Credo Technology (CRDO). He talks about the company's ties to hyperscalers and how earnings bolster the company's future positioning. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS...

Charles Schwab's Cooper Howard says Friday's nonfarm payrolls report confirms a lot of speculation surrounding a slower labor market. He adds that June's report being revised down only adds to the weakness narrative. Cooper expects the FOMC to cut 25bps on interest rates in September but says he'll be "surprised" to see 50bps based on where inflation currently stands. How...

Phillip Streible examines the commodities market following a weak jobs report that sent 10-year Treasury yields to a low not seen since April. He discusses the potential for a 50 basis point interest rate cut at the Federal Reserve's September meeting and its impact on gold prices, which have rallied to record highs. He also weighs in on the likelihood of gold reaching $5000 an ounce. ========...

Early turbulence on Friday led to consolidation throughout the rest of the day in the SPX. Kevin Green goes deeper into the technicals through the one-year weekly chart in SPX futures, highlighting how continuing consolidation can flash bearish signals ahead. On tech, Kevin turns to the sector's SPDR ETF (XLK) and shows how a bearish MACD cross can derail bullish traction. ======== Schwab Netw...

Despite a lackluster jobs report, Jordan Shapiro sees reasons to be optimistic about the U.S. labor market. He attributes job losses in manufacturing, government, and other sectors to cyclical factors rather than sector-specific challenges. Shapiro also notes that the long-term unemployed number is a concern, but sees it as a sign of a shifting labor market rather than a crack in the economy. He e...

Jason Blackwell shares his insights on the Federal Reserve's potential rate cut. Blackwell believes a 25 basis point cut is more likely than 50 basis points, as the Fed aims to balance both sides of its mandate. He thinks the labor market is softer but not falling out of bed, and expects a recovery due to seasonality and hiring. He suggests investors consider high-quality, short-to-intermediat...

Patrick Mueller and Amy Glaser give their takeaways from the jobs report. Patrick thinks that jobs will begin to uptick from here. Amy agrees and is “gearing up for the September surge,” looking at pulled-forward seasonal hiring. Patrick doesn’t give “much credence” to the idea that the shift in employment is a structural change rather than cyclical, citing manufacturing returning to the U.S. He a...

Aydin Kilic, CEO of HIVE Digital (HIVE), talks about how his company has quadrupled revenue over the past year. He credits the company's expansion from mining 6 Bitcoin a day to 9 -- which he says translates to $1 million daily revenue for HIVE. Aydin expects that number to grow into the fall and sees room to run when it comes to a re-rating of the stock price. He also explains HIVE's partnership...

"Electricity will run the economy moving forward," says Rob Thummel, who sees a 75% increase in electricity demand from now through 2050. A.I. lies at the center of that exponential demand, and Rob believes the U.S. needs to invest more in electricity producers and infrastructure to maintain A.I. leadership. He talks about how companies like Constellation Energy (CEG) and Vistra (VST) ar...

John Buckingham takes the value-oriented approach, and he “likes what he’s seen” for those assets this week. “Investors should really focus on the long haul” right now, he advises, noting that there are attractive opportunities within the market despite the broad indices making all-time highs. He likes Bristol-Myers Squibb (BMY), Merck (MCK) in pharmaceuticals, Whirlpool (WHR) – and tells investor...

After Oracle (ORCL) rallied almost 40% so far in 2025, Marley Kayden points to high expectations for the stock to continue its impressive rally. Growth acceleration in cloud is what she considers to be the main metric for investors to watch for to justify the rally in shares. Marley later turns to analyst commentary and explains why they lean vastly bullish on Oracle. ======== Schwab Network =====...

More people are using streaming as their primary way to watch TV now more than ever. LikeFolio's data shows year-over-year visits to Netflix (NFLX) have slowed, however, Megan Brantley expects a reacceleration. She points to a "still early" monetization phase advertising and A.I. leverage as pivotal turning points ahead for the streaming giant. ======== Schwab Network ======== Empowe...

“The data’s just not strong,” Steven Ricchiuto says of the August jobs report, meaning the Fed has “cleared the last hurdle” before a rate cut. Now the question is how fast they cut, Steven says, and thinks they’ll move to 3%. Overall, though, Steven still sees “good income growth” for workers. He thinks the labor market is still “fundamentally tight” but we aren’t generating the “employment gains...

StocksToTrade's Tim Bohen talks about the potential he still sees in three stocks that saw aggressive breakouts this week. He explains how American Eagle Outfitters' (AEO) Sydney Sweeney campaign can propel the stock further by pointing to a parallel in Peloton (PTON). Tim says a Broadcom (AVGO) pullback back to previous breakout levels will be an "absolute gift" for investors. He also explains ho...

Joanne Bianco’s top recommendations are in corporate bonds. She thinks fixed income should play a bigger part in investors’ portfolios and highlights her firm BondBloxx’s Fixed Income ETFs. She argues that bond ETFs are “easier” for investors and particularly likes BBB-rated corporate assets, or even CCC. She also talks tax strategy around fixed income. ======== Schwab Network ======== Empowering...

John Freeman says Broadcom's (AVGO) earnings was nothing short of "impressive." While he would like to see more details on the company's chips it plans to make for OpenAI, he says the earnings alone show momentum is not slowing for the A.I. giant. Ron Westfall adds that a growing accessible market for A.I. and growth prospects on the software end through VMware make it a "vi...

Reports say Boeing (BA) plans to replace the 3,200 workers on strike at its St. Louis plant. Marley Kayden notes that Boeing believes the strike itself will have little impact on its operation, though she adds the company "can't afford" any more setbacks. Dan Deming offers an example options trade for the planemaker stock. ======== Schwab Network ======== Empowering every investor an...

David Swartz believes Lululemon (LULU) stands as a high-quality company despite Friday's steep sell-off. While new products have underwhelmed amid company turnover, David sees management noting investor concerns and will set the company up for a 2026 turnaround story. He considers the current stock price a "rare opportunity" to invest. Tom White offers example options trades for Lulu...

Docusign (DOCU) moved higher after posting and earnings beat and doubling down on A.I. advancements. ASML Holding (ASML) is reaching an "inflection point" according to UBS's latest upgrade. Costco (COST) net sales jumped 9% and gave a boost to the stock. Diane King Hall shares what's behind these stock movers Friday morning. ======== Schwab Network ======== Empowering every investor and trader, ev...

The jobs report was “lighter than expected,” says Brandon Clark, meaning the Fed is “very likely” to cut rates this month, but probably only 25 basis points. He expects another cut before the end of the year as well. Brandon thinks investors should still be overweight large caps but start getting more exposure to small and mid caps. His “contrarian play” is healthcare, citing the AI tailwinds for...

Nvidia (NVDA) is down and AMD Inc. (AMD) is selling off as Broadcom (AVGO) builds up a strong rally on the back of its OpenAI deal. Kevin Green offers technical insight into the rotation in semiconductors and its impact on the A.I. trade. In treasuries, he shows the breakdown happening in 10-year yields after the latest jobs report came in weaker than expected. Kevin also turns to regional banks a...