Schwab Network

Marley Kayden turns to the latest on Intel (INTC) and reports of how it reached out to Apple (AAPL) for an investment deal. As Marley explains, the companies already had a history together. Joe Tigay offers an example options trade for the legacy chipmaker. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all in...

Michael Sansoterra talks about the market taking a "wait and see" approach as investors take profits off the table Thursday. He talks about many of the macro indicators behind his case including a low-firing, low-hiring jobs market. Michael later turns to his stock picks, including in Royal Caribbean (RCL). ======== Schwab Network ======== Empowering every investor and trader, every mark...

Kevin Green continues to watch the housing market by highlighting the existing home sales report, which came in better than the Street's expectations. He also offers technical insight for metals by looking into copper futures and the floor that may be forming in the charts. Kevin tells investors to keep their eye on miners as well. ======== Schwab Network ======== Empowering every investor and...

Quentin Mai says the growth drivers for gold "are very much intact." He goes in-depth on his bull case for a higher run, which includes more institutional investments and uncertainty fueling further breakouts. When it comes to the Fed's role in gold prices, Quentin doesn't see continuing rate cuts impacting price action. ======== Schwab Network ======== Empowering every investor...

It could be a bumpy road ahead for Carmax (KMX), as Diane King Hall dives into the earnings miss the company posted after hours on Wednesday. Starbucks (SBUX) continues its restructuring initiatives through a round of layoffs targeting 900 workers. Diane later touches on a downgrade on Lululemon (LULU) from Needham as the stock continues to struggle following its latest earnings. ======== Schwab N...

As the S&P 500 (SPX) and Nasdaq-100 (NDX) see their first down week in months, one investor believes we're still in the early stages of a bubble, similar to 1997's dotcom era. Joe Hegener joins Nicole Petallides to map out his case saying the only thing that could burst this bubble is a Fed rate hike, which he doesn't see happening soon. Instead, he expects the bubble to be fueled...

GDP and durable goods orders showed signs of strength in the fight against inflation, while the latest jobless claims highlighted progress on the jobs front. Kevin Hincks considers the data strong but notes the market pullback ahead of the opening bell. The issue? Kevin attributes the selling action to comments made by Fed Chair Jerome Powell earlier this week. He tells investors to keep their ear...

Oracle (ORCL) shares have risen 85% year to date as the company's massive importance to the overall A.I. infrastructure has lifted shares. Rick Ducat breaks down the current technical picture on its chart, saying there's a bull flag developing. He says $317 could act as a near-term resistance level with a confluence of technical indicators close to that mark. Later, Rick demonstrates an un...

David Wagner says it's easy to chide the Fed but believes we've avoided any major financial stress. In the current investing landscape, he says bears sounds smart but bulls make money - and there's a lot of bears out there. David's not surprised by the current market resiliency and says it will take a long time for inflation to get back to 2%. ======== Schwab Network ======== Empow...

Arun Sundaram joins Morning Movers to preview Costco (COST) earnings which report after Thursday's close. He doesn't expect any surprises on revenue, but is looking for a membership fee revenue beat after the wholesaler increased its fees. Arun believes operating expenses will be the big wildcard after Costco extended the 1-hour early opening back in July for its Executive Members. He says...

Looking at the last 20 trading days, Rachel Dashiell points to a "basing" pattern taking place and a slight rebound off of its post-earnings sell-off. She says there is some "repair" in the short term and looks at $189 as a potential resistance level to the upside. For a 1-year chart, Rachel says "there's a lot more to battle through." She's watching the $20-g...

Kevin Green says the S&P 500 (SPX) needs to hold the $6600 level on futures to maintain momentum. If not, he says investors could see a reversal of last week's gains. On the stock side of things, KG is watching Intel (INTC) as the chipmaker is reportedly seeking an investment from Apple (AAPL). Additionally, he's keeping an eye on Lithium Americas (LAC) following this week's surge...

Adam Coons maintains bullish optimism when it comes to the markets, saying that the reaction to tariffs is "overblown." If consumers take a hit when it comes to their wallets, Adam expects Americans to buy even if it comes down to purchasing cheaper alternatives. He urges investors to stay away from defense stocks after they've experienced massive rallies over recent months. On A.I.,...

Jenny Horne and Adam Lynch look at a few headlines hitting the crypto space this week. First, they chime in on Deutsche Bank's note suggesting Bitcoin could join Gold and the U.S. Dollar as a potential Central Bank asset by 2030. Then, they discuss the latest developments on Capitol Hill pertaining to digital assets legislation. Finally, Jenny and Adam look at a collaboration between Visa (V)...

Markets closed lower for a second day in a row with small caps taking the biggest hit. Chinese markets rallied strong thanks Alibaba's (BABA) 11-digit commitment it's making for A.I. infrastructure. Amazon (AMZN) traded lower despite an upgrade from Wells Fargo, while Lithium Americas (LAC) nearly doubled its stock price thanks to headlines from the Trump administration. Marley Kayden take...

On Wednesday's closing panel, Sam Vadas and Marley Kayden go through what they consider the biggest market movers, both on and under the radar. They talk about the key A.I. companies investors should watch, along with the unsung rally in Bitcoin, and heavily-watched rally in Lithium Americas (LAC). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

Justin Bergner shares his take on the current market landscape, where AI-driven stocks, such as Nvidia (NVDA), are driving gains, but inflation and job market concerns, as highlighted by Fed Chair Powell, create a tug-of-war. Despite the S&P 500's expensive valuation, Bergner sees value in the "pick and shovel" space, particularly in industrial distribution, citing Westco Interna...

OpenText (OTEX) has a long history in tech, highlighted by Alex Coffey. The stock price has also seen big fluctuations over the years, hitting a new 52-week high on Wednesday after Scotiabank upgraded the stock. Alex takes investors through the analyst note and explains the promise the firm now sees in the Canadian legacy tech company. ======== Schwab Network ======== Empowering every investor and...

After Wells Fargo upgraded Amazon (AMZN), Rick Ducat analyzes the stock's lagging performance compared to its Mag 7 peers. He notes support and resistance levels to watch, along with options activity that show where traders see price heading. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwor...

Robert Bronstein, cofounder and CEO of The Scion Group, talks student housing. He argues that the supply/demand imbalance is widening, with undergrad enrollment projected to rise by 139K per year through 2031. Already, he adds, most students rely on inadequate options, especially on-campus dorms, and believes that off-campus housing needs to fill the gap. He discusses how Scion Group uses technolo...

Jillian DelSignore dives into Nasdaq ETF trends, fresh off the Future Proof festival. She discusses her takeaways from the festival, including AI chatter. Jillian notes that active ETFs now outnumber passive ETFs and are gaining 40% of flows in the sector. Over $32 billion has flowed into Bitcoin and Ether ETFs. She also looks at the world of “liquid alternatives” and why investors might be intere...

"Connecting one data center to the next" will be the theme of A.I. in the coming years, says Cory Johnson. He points to Alibaba's (BABA) more than $53 billion investment into A.I. infrastructure and the reaction of markets as reason why. That said, Cory still doesn't see Chinese A.I. stocks as stable investments compared to their U.S. counterparts. He also notes other predominant...

Brianne Lynch and Jim Neesen update viewers on the 2025 IPO market. Brianne says investors are seeking innovative tech especially, with over a hundred billion dollars pouring in this year. She says there’s “wiggle room” around profitability if the IPO companies are showing strong growth. Jim thinks the number of IPOs can reach 350 by year end. He highlights several new IPOs and some highly-anticip...

David Dietze considers the tightrope the Fed is walking between its dual mandates and shares some of his stock picks. He sees a potential AI bubble, saying to watch whether users are actually willing to pay for the end product. He likes Schlumberger (SLB), JBS (JBS), and Molina Healthcare (MOH). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t...

Lithium Americas (LAC) saw a gargantuan rally on reports that the Trump Administration seeks a stake in the metal miner. Kevin Green says the deal is different than those of Intel (INTC) and MP Materials (MP) it made earlier this year. He takes investors through the details of the deal. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...