Schwab Network

Yogesh Gupta, CEO of Progress Software (PRGS), breaks down their latest quarter. Progress Software is “a leader in AI infrastructure software” serving businesses worldwide. “We deliver products that make AI trustworthy, easy-to-use, [and] practical.” He notes that they raised guidance in the latest quarter and said the solid results were backed by AI project demand. ======== Schwab Network =======...

Jessica Inskip points to three stocks that she expects will benefit from emerging market trends. She points to American Express (AXP) gaining traction from high-end consumers, CME Group (CME) growing from the rise of blockchain and tokenization, and Spotify (SPOT) continuing to gain dominance in the streaming space. Rick Ducat shows the key levels investors should watch in all three names. =======...

Morningstar's David Swartz expects Nike (NKE) will need to show how it jumped over several hurdles over the last quarter. However, he expects financials to improve both in the U.S. and international markets, including China. David explains why he sees Nike stumbling now so it can leap over hurdles in the current quarter. Tom White turns to the options front for the stock. ======== Schwab Netwo...

Today's Charles Schwab Big Picture panel talks investors through what to brace for in an expected government shutdown at midnight. Mike Townsend says a shutdown period of seven to ten days will lead to substantial impact, pointing to destability in jobs and the stock market. He adds that bond markets have flashed signals of government dysfunction concerns. Nate Peterson doesn't expect the...

Canaccord held its buy rating on Tesla (TSLA) and raised its price target, saying it expects the EV giant to have an increase in vehicle deliveries across 30 countries. Jenny Horne talks about how the firm's focus on the present differs from analysts eyeing Tesla's futuristic plays in A.I. and autonomous driving. Tim Biggam offers an example options trade for the Mag 7 stock. ======== Schw...

Kevin Green runs through a slew of data that hit the wire a half-hour after markets opened. He notes a pullback in consumer confidence but points to a "goldilocks" JOLTS report showing a stabilizing jobs picture. However, Kevin says Friday's expected jobs report will be the most important piece to the labor puzzle, which remain in jeopardy due to a looming government shutdown. ======...

Tsvetta Kaleynska analyzes what consumers say online, noting a “fragile” spending situation. While data is showing lower inflation, “consumers feel the pinch on a daily basis” and doubt the data as their day is “getting harder and harder.” Tsvetta also discusses energy and gas prices for consumers, along with shelter, which has “been fueling consumer anxiety.” Food costs are “rising in general” wi...

Sam Stovall reviews the September trading season, noting that while historically, September is the worst month of the year, indices ended positive. He doesn’t think good performance in traditionally weaker months like April and September will “steal from Santa” into the end of 2025. He expects Fed rate cuts in October and December and anticipates corporate profits continuing to outperform. Sam als...

Wolfspeed (WOLF) surged to the upside after avoiding Chapter 11 bankruptcy. Diane King Hall talks about the stock's volatile history and how A.I. hopes added to the company's stunning rally. Goldman Sachs tuned down its bullishness on Spotify (SPOT) through a downgrade from buy to neutral. Diane notes a similar analyst move seen in Oklo Inc. (OKLO) from BofA. ======== Schwab Network ======...

Jeff Mulhenkamp covers the bull runs for AI and gold and what they say about market conditions. “Everything else is a little bit mixed,” he notes, pointing to weak cyclical stocks, and argues that AI spending has actually kept the market out of recession. Jeff discusses how he evaluates companies for his fund and shares some of his picks, including Microchip (MCHP), Royal Gold (RGLD), and Celanese...

Possibilities of a government shutdown ticked higher in the final hours before Congress's U.S. funding deadline. Kevin Hincks tells investors not to stress, making the point that markets haven't been heavily affected on a historic basis. However, crucial jobs data set to come out later this week will be. Kevin later turns to Tuesday morning's Case-Shiller home price index report. =====...

Rick Ducat laces up and looks at the Nike (NKE) chart ahead of earnings. On a 5-year chart, he shows the underperformance seen in the athletic-wear company compared to the broader market. However, on the 1-year chart he shows some stabilization taking place but says share prices have dipped below several moving averages. Rick adds the RSI momentum study shows a "long road back to bullish terr...

Noah Yosif discusses his expectations for the August JOLTS report, which may be the last data point on the job market before a potential government shutdown. He believes job openings, hires, and quits will likely remain flat, as employers continue to take a wait-and-see approach due to uncertainty over interest rates and the economy. Noah notes that the Federal Reserve's recent rate cut may no...

"We're in the camp that earnings are going to come down this quarter," says Zach Warring. He joins Morning Movers to preview Nike (NKE) earnings and adds "there's not a lot of room for downside." He likes what the company is doing with sports and points to the Skims partnership as another initiative underway. Zach chimes in on the tariff headwinds facing the company, sa...

Brett Crowther powers up the chart for Oklo (OKLO) to break down the technical trends taking place in the nuclear energy stock. On the 5-day chart, he says the stock is flattening out a bit, but on the 3-month timeframe he shows how significant its rally has been. Brett points to the $106 level as an area of support after falling from $144 highs. He highlights the 50% retracement and 50% projectio...

Kevin Green expects a "cautiously optimistic" finish to the year for the market, despite potential pain points on the horizon, including a government shutdown and earnings season. KG notes that a short shutdown would likely be shrugged off by the market, but a longer one could have broader economic implications. He also points to the strength in technology stocks, particularly in the A.I...

Eddie Ghabour continues to maintain a bullish outlook on the stock market. He says many institutional investors remain on the sidelines and will ignite strong buying action once they enter equities. Eddie believes markets can rally another 20% toward the end of 2026. He also continues to pound the table on small cap stocks, which he sees rallying into the first quarter of 2026. ======== Schwab Net...

The trading week started with up arrows even with the threat of a government shutdown looming. Nvidia (NVDA) carried a lot of the momentum thanks to a rally powered by a price target hike from Jefferies. Electronic Arts (EA) also rallied strong, as it will see the largest leveraged buyout in history. Carnival (CCL) originally started the day with gains before selling off despite posting strong ear...

When it comes to Monday's trading action, Marley Kayden highlights the potential 100% foreign movie tariff and defense rally that slipped under many investors' radars. Sam Vadas touches on the big moves in tech through Nvidia (NVDA) and lesser-known Lam Research (LRCX). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

Joel Hawthorne shares his outlook on the crypto market's surprising comeback, fueled by positive regulatory conversations and increased institutional interest. He believes the recent rally in Coinbase (COIN) is tied to the broader market's bullish momentum. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - h...

SanDisk (SNDK), a spin-off to Western Digital (WDC), hit new record highs alongside its parent company Monday. George addresses how the need for enterprise A.I. and memory opened the door for SanDisk to take market share. He later highlights the financials to weigh if its rally can be supported. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t...

Strategy (MSTR) added another 196 Bitcoin to its treasury, making the value of its crypto war chest worth $47 billion. Rick Ducat highlights the stock's significant rally compares to Bitcoin as an asset. On top of key levels, Rick turns to the options front to show where traders see Strategy's stock price heading. ======== Schwab Network ======== Empowering every investor and trader, every...

Stocks may be due for a wake-up call as the earnings season heats up, and the government shutdown looms large. Matt Maley warns that a potential government shutdown and budgetary concerns could lead to higher long-term interest rates, which could put a lid on the rally. He also notes that the tech sector, which has been a key driver of the market's gains, is starting to show signs of fatigue,...

Daniel Wagner, CEO of Rezolve AI (RZLV), joins Market on Close to talk about how his company uses A.I. in ecommerce. Rezolve has acquired partnerships through two Mag 7 giants: Microsoft (MSFT) and Alphabet (GOOGL). He also talks about earnings expectations ahead of the company's report on Wednesday. Daniel also addresses a recent short report he calls "fabricated." ======== Schwab N...

As consumers become increasingly cost-conscious, Eric Clark believes certain brands are well-positioned to capture their attention. Clark favors companies that are digitally native, platform businesses with a strong presence of customer data, and those that are deploying AI effectively, such as Intuit (INTU), Netflix (NFLX), and Spotify (SPOT). He also likes retailers like Costco (COST), Walmart (...