Schwab Network

James Gernetzke says the GENIUS Act, among other legislative efforts to standardize Bitcoin, added lots of credibility and investor confidence to Bitcoin. As president of Exodus, he talks about how his company uses Bitcoin for just about everything — from paying employees to portfolio investments. Juan Leon has seen a big uptick in institutional interest for Bitcoin, adding that it will become a k...

Markets rallied to kick off the week that included a continuing all-time high run from Broadcom (AVGO) Nvidia (NVDA) also tacked on session gains despite getting a price target cut from Broadcom (AVGO). Applovin (APP) hit all-time highs as well when it was tapped to join the SPX later in September. EchoStar (SATS) rallied 20% as SpaceX plans to pay $17 billion to use its spectrum services. Marley...

"It seems like there hasn't been an 'awe dropping' event in nearly a decade" for Apple (AAPL), says Ross Gerber. He says part of the issue around Apple's annual product event is that it needs to boost the battery life on their new iPhones to support new features the company adds to its hardware. On A.I., he sees a partnership with Alphabet (GOOGL) as a best case scenario...

Eightco Holdings (OCTO) went from closing at $1.50 on Friday to $45 on Monday. George Tsilis points to two reasons the stock catapulted to the upside. The first: Wedbush's Dan Ives. Eightco appointed the tech mega bull as the head of its board. George also talks about a $250 million private placement and additional $20 million from BitMine (BMNR) to launch a Worldcoin Treasury Strategy. ======...

With CPI, PPI, and jobless claims prints still to come later this week, Charles Schwab's Joe Mazzola urges investors to watch for any shift in interest rate cut probabilities. He talks about what to watch in jobs and inflation data, along with potential for a rolling recession. Joe also discusses the role tariff uncertainty plays in a cooling jobs market. ======== Schwab Network ======== Empow...

Scott Bauer covers the commodities market – and finally took a short position in gold. After months of “buy the dip,” he thinks price has gotten “a little too far ahead.” However, this is only a short-term short: he’s long-term bullish on the metal. Turning to crypto, Scott notes that historically, when bitcoin “coils” into a range, it usually precedes a “violent” move up or down. Lastly, he looks...

Padraig McDonnell, CEO of Agilent (A), joins to discuss the company’s latest earnings. Agilent creates analytical instruments and software for life science markets: “we enable breakthroughs” in areas like cancer research and more. He walks through the quarterly financials, and highlights customer satisfaction and company innovation as drivers behind growth. He also addresses their work in the Chin...

Christopher Hodge is not confident the Supreme Court will rule for President Trump's tariffs in the way he implemented them. That said, there's other ways the president can use tariffs through a more lengthy legal process. Christopher discusses the routes Trump can take. Additionally, he talks about tariff impact on consumers, treasuries, and budgets. ======== Schwab Network ======== Empowering ev...

Kristy Akullian of Blackrock is still relatively risk-on, but warns the environment is “more prone to volatility.” She offers examples of ETFs Blackrock offers that can help investors “stay nimble” in the coming months. “We like leaning into the larger cap, we prefer growth over value,” following earnings strength within the market. She likes international equities and crypto as diversifiers for U...

Thomas Martin’s big picture is “sanguine.” The market is “chugging right along,” but there are a “lot of crosscurrents,” which means investors should be conservative, he argues. To find opportunities in this environment, he looks to tech, and his stock picks right now include Live Nation (LYV) and Samsara (IOT). ======== Schwab Network ======== Empowering every investor and trader, every market da...

Jay Chandan, CEO of Gorilla Technology (GRRR), returns to the Watch List to talk about his company's recent success in securing a "multi-million" dollar contract. Gorilla will work to reinforce an Asia-Pacific country's government cybersecurity. Jay goes in-depth at how the company builds platforms for digital "smart policing" and how the company accelerated its interna...

“The Fed’s not going to move quickly.” Jeremiah Riethmiller doesn’t expect the Fed to up a potential rate cut to 50 basis point, anticipating cautious movement instead. He says to “be mindful” of high market valuations, but thinks that equities can stay at highs after the 2Q earnings season showed strength. “We like the mid cap space right now” with short term rates coming down, he adds, but there...

SpaceX will pay $17 billion to use EchoStar's (SATS) spectrum services. The company jumped to all-time highs on the announcement. George Tsilis says the purchase shows how the "race for spectrum" is speeding up and what it means for telecommunications as a whole. George notes the possibility of a "Street overreaction" in Monday's sell-off but believes headwinds will sha...

Kayla Brunn breaks down the Consumer Health Index, designed to track consumer demand “in real time.” Based on sentiment and unemployment data her firm gathers, they have created a tool to help investors get insight into consumer behavior and predict trends. Kayla explains how she thinks the index can be used and what it is helpful for. ======== Schwab Network ======== Empowering every investor and...

LikeFolio's data shows a significant uptick in searches for Apple's (AAPL) products ahead of its "awe dropping" product reveal on Tuesday, especially when it comes to iPhone. Andy Swan says now is the time for Apple to capitalize on these customers seeking to upgrade their iPhones by wowing them at the product launch. He believes the company's lagging position in A.I. can be...

Nancy Tengler argues that Apple (AAPL) is a stock you "want to hold" and "buy on weakness." She considers Apple the "U.S. treasury bill of technology" that will be proven in part through Tuesday's "awe dropping" product event. She adds that the antitrust ruling for Alphabet's (GOOGL) Google Chrome can open the door for joint A.I. ventures between bot...

Michael Underhill points out that the latest GDP was driven more by AI spending than consumer spending. Investors are looking for defensive positions as “surgical” job cuts and tariffs hit the U.S. consumer; Michael points to utilities as a traditionally interest rate sensitive and defensive sector, even calling them “sexy” right now. On the current market: “It’s a hated rally, but you have to be...

Prosper Trading Academy's Scott Bauer gives his take on the "hated" market rally and how it plays into today's Big 3. For JPMorgan Chase (JPM), he sees the stock making higher lows and higher highs as bullish, though he believes gold is due for a pullback through his analysis on the SPDR Gold Shares ETF (GLD). Outside financials, he explains the "make or break move" in Chewy's (CHWY) earnings. He...

Brian Jacobsen wants to see the ‘Big Beautiful Bill’ actually start improving the economy. He discusses how tariffs have been impacting earnings and the “drip-feed” of inflation consumers are facing. “The typical moat that you look for businesses to have” is even more valuable right now, Brian argues, allowing companies more bargaining power with suppliers and a greater ability to absorb costs. He...

“We’ve been predicting all year that we’d have two or three cuts,” Jay Hatfield says, calling for three before the end of 2025 to bring rates towards the “neutral” 3%. “We need to cut, the economy’s weakening,” he says, but blames the Fed’s tightness over tariffs. Jay discusses potential new Fed Chairs and who he would like to see take the seat. He also gives some of his stock picks, including Che...

Tesla (TSLA) will face several headwinds in the coming months, says Karl Brauer. He says the company needs to pivot on focus for future products. That includes autonomous driving through robotaxi, though Karl says FSD innovation is still "years away" from profitability. He adds that Tesla's core business in EV sales will continue to decline and sees the $1 trillion proposed pay package for CEO Elo...

Phillip Securities issued a downgrade for Alphabet (GOOGL) even as it sees positive outcomes from not having to divest Google Chrome. However, a valuation spike prompted concern from the analyst. Marley Kayden offers a closer look at the analyst note to further explain what's driving the commentary. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Oracle (ORCL) received price target hikes from Barclays, Morgan Stanley, and JPMorgan ahead of Tuesday's earnings. Sam Vadas notes bullish takes from the firms in A.I. infrastructure buildout, though it doesn't come without concerns regarding Oracle's current valuation. She also notes Apple's (AAPL) product launch Tuesday that is expected to focus primarily on hardware, including the iPhone 17. Sa...

Kevin Hincks says we're moving into what he calls a "quiet week" for the FOMC, which makes this week's economic data more important. He highlights the CPI and PPI to discuss parts of the prints investors will want to focus on. On the Fed, Kevin notes momentum moving in favor of an interest rate cut cycle. Barclays upped its expectations on cuts in 2025 and 2026. ======== Schwab Network ======== Em...

Will Tamplin is watching the slope of the 20-day moving average on the SPX, and explains the market moves that would increase “downside risk.” He would reduce “higher beta” positions like Microsoft (MSFT) and Nvidia (NVDA) and increase fixed income holdings in anticipation of a normal September pullback. In general, he is looking for a reaction that does “something positive or negative to the tech...