Schwab Network

Sal Esposito joins to discuss the firm's new fund, Zacks Quality International ETF (QUIZ). Esposito shares why now is the right time to launch an international fund, citing the growth of active ETFs and the opportunity to provide clients with local securities exposure. He also highlights the fund's focus on quality companies with durable earnings, dividend yields, and good earnings estimat...

ACM Research (ACMR) is a small-cap semiconductor company gaining traction on Wall Street, with the stock up about 50% over the last year. George Tsilis talks about the chip technology driving its growth and why it has been overlooked by investors. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...

Charles Schwab's Cooper Howard joins public consensus that Jerome Powell's Jackson Hole speech "opened the door" to a September rate cut. The main question moving forward is how the FOMC will tackle its dual mandate. With the Fed's focus inching toward labor, Cooper believes the U.S. will see 50bps worth of interest rate cuts for the remainder of 2025. That said, with economi...

Damien Dwin says the market's rally after Jerome Powell's Jackson Hole speech may be premature. While a rate cut could bring relief to consumers and help the government with its debt, Dwin believes adding more liquidity to the system could be unhelpful given high asset prices and too much money chasing too few opportunities. ======== Schwab Network ======== Empowering every investor and tr...

Christian Briggs believes the U.S. manufacturing sector is on the cusp of a significant rebound, driven in part by a strong PMI reading and President Trump's aggressive trade policies. While acknowledging potential inflationary pressures from tariffs, Briggs thinks they will be offset by a potential GDP surge this year and next. He also sees merit in recent corporate commitments to U.S. manufa...

Canada's decision to drop most retaliatory tariffs on the U.S. may signal a new tack in trade negotiations, according to Marc Gilbert. Gilbert says the move shows the strength of USMCA and could be a template for other countries in their own trade talks with the U.S. He believes China is still the big prize, and while a deal may take time, it will likely end up in a better place than initially...

Ted Thatcher discusses his market outlook, citing the U.S. consumer's struggles with inflation and the impact of potential Fed rate cuts. He highlights the performance of large tech stocks, such as Microsoft (MSFT), and their potential for long-term growth driven by AI infrastructure investments. Thatcher also touches on the benefits of Roth conversions in the current market environment, parti...

Frances Stacy says she remains "constructive" on Palantir (PLTR). The company sold off 10% throughout the week but she says the company holding its 50-day SMA is a strong bullish signal for the stock. She adds that Palantir's growth relies on NDX strength and A.I. capex. Frances does note concerns of an A.I. "bubble," though there needs to be a slew of specific conditions f...

Walmart (WMT) is among the retail winners as big-box earnings roll in, with its size and scale giving it an edge to weather potential tariffs and economic headwinds. RJ Hottovy and Jan Rogers Kniffen discuss what's happening in retail. Target (TGT) faces a different story, with a new CEO at the helm and execution challenges ahead. TJX Companies (TJX) and Ross Stores (ROST) also stand out as wi...

Noah Wise says the market's initial reaction to Fed Chair Powell's comments was "a little bit more nuanced" than meets the eye. While the market initially priced in a higher likelihood of a September rate cut, Wise believes Powell's removal of language related to average inflation targeting from the policy framework statement is a more significant, yet less obvious, dovish si...

Earlier in the year, Tesla (TSLA) faced pressure from all fronts as digital demand, brand perception and vehicle deliveries all plunged. Megan Brantley with LikeFolio notes that the company is seeing a rebound in online interest, particularly through discussions surrounding the Model Y. She points out a significant rise in consumer traffic that signals a rise in consumer interest in Tesla. Megan a...

The discount retail space is navigating a complex landscape of tariffs and rising prices, but some retailers are better positioned than others. Jharonne Martis and Suketu Gandhi discuss the key themes emerging in the space. They highlight the importance of inventory management, operational excellence, and proactive steps to reduce exposure to countries affected by US tariffs. Martis notes that Ros...

Chris Vermeulen says the market's price action is what matters most, not Fed Chair Jerome Powell's comments. Vermeulen thinks the market's recent pullback was a buying opportunity, and today's broad rally is a sign of a continued melt-up. He also believes the recent defensive flows into sectors like utilities and healthcare were a sign of fear that has now turned into FOMO buying....

Dan Deming considers Friday's trading action after Jerome Powell's Jackson Hole speech "remarkable." On stocks he's watching ahead, he expects Eli Lilly (LLY) to rebound off a significant sell-off, Boeing (BA) to soar on its financial recovery and aircraft backlog, and CVS Health (CVS) to capture more market share in the pharma space. Dan offers example options trades for all...

Mike Sanders reflects on an "exciting day" for fixed income after Fed chair Jerome Powell indicated a dovish stance on interest rates during his Jackson Hole speech. Mike feels that 20 and 30-year bonds still have a lot of uncertainty centered around them and likes intermediate fixed income, believing that cash on the sidelines will start to flow in. ======== Schwab Network ======== Empo...

Markets rallied on Fed chair Jerome Powell's commentary at Jackson Hole, especially when he indicated potential changes in how the FOMC looks at its policy stance after indicating downside employment risks. Nicole Petallides, Sam Vadas and George Tsilis discuss what Powell's words mean for Wall Street and the moves seen in stocks and bonds. ======== Schwab Network ======== Empowering every...

Nvidia (NVDA) reports its highly-anticipated earnings next Wednesday, and Wedbush's Matthew Bryson says it's Nvidia's "market to lose." He points to the company's Blackwell chip as an expected revenue driver for years to come, even with sales uncertainty in China. Matthew also tells investors to keep earnings top of mind. He sees the company guiding conservatively but mai...

The market is focused entirely on Jerome Powell's Jackson Hole speech. Alex Coffey talks about how stocks on Wall Street can significantly shift on whether Powell gives dovish or hawkish commentary and how he highlights the latest round of economic data. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all i...

Mailchimp proved to be a drag on Intuit's (INTU) earnings, with guidance also coming in under Wall Street's estimates. Diane King Hall notes that it's still an improvement from last year when the company showed negative EPS. Zoom Communications (ZM) muscled a strong rally after showing dedication to A.I. growth and impressive guidance. In retail, Ross Stores (ROST) gained after beating...

Friday is the day Fed chair Jerome Powell speaks at Jackson Hole. Kevin Hincks talks about the scenarios that can ignite a sell-off or lead to a rally. As he explains, it comes down to how he presents the latest round of inflation and jobs data. As for Nvidia (NVDA), Kevin looks into reports saying the A.I. giant ordered to halt production of its H20 chips. It comes as the company readies a new de...

Ahmed Riesgo sees healthcare and financials being the two sectors to benefit the most in the coming months. He expects healthcare to benefit from evolving technology while financials will grow once the Fed kicks its rate cutting cycle back into motion. Even if tech takes a back seat, Ahmed still expects A.I. to be a "generational shift" that barely began despite "froth" forming...

A day after Meta Platforms (META) froze hiring in its A.I. division, the company announced a deal $10 billion A.I. deal with Alphabet (GOOGL). As Jenny explains, Meta aims to add power to its Llama models through Google cloud. Another cloud-based company, Workday (WDAY), sold off after guidance slipped under the bar despite its acquisition of Paradox. ======== Schwab Network ======== Empowering ev...

Nvidia (NVDA) says it will halt H20 chip production. CEO Jensen Huang says the company is in talks with the U.S. to sell a more advanced A.I. chip to China. Following the news and ahead of next week's earnings, Rick Ducat dials up the technical perspective on its chart. Later, Tom White composes a bullish call vertical example trade. Using the Sep. 19 options expiry, he explains why the strate...

Ahead of Jerome Powell's Jackson Hole speech, David Busch calls today a "pivotal day" for investors. While he doesn't believe Powell will come out and say a rate cut is needed, David believes Powell will stick to a data-dependence when determining rate cuts and will be closely listening for any clues for future rate cut plans. He says the focus for investors should be on maintain...

Arun Sundaram examines movers in the wholesale and big-box retailer space as BJ's Wholesale (BJ) shares slide after earnings. He also addresses investor reaction to Walmart's (WMT) latest report saying it was "a really strong" quarter. CFRA has a Strong Buy rating and $120 price target on WMT shares. For Target (TGT), Arun says the company's selloff was largely based on CEO h...