Schwab Network

Kevin Green breaks down the CPI print to highlight why investors see improvement in the inflation picture. However, he points to some caveats that show some separation in the trend. KG then takes a look at the other side of the Fed's dual mandate through the latest jobless claims print. As for crypto, KG explains how Bitcoin's rebound and consolidation set-up today is crucial to avoid anot...

Viktor Shvets examines central bank policies around the world and what he expects for 2026. “Economy is dead and alive at the same time,” he argues, and neither consumers nor producers have visibility into conditions. Until recently, he adds, the Fed was “like an army,” but now votes are splitting. He also sees a potential AI bubble. ======== Schwab Network ======== Empowering every investor and t...

Dolly & Jenny Lenz preview the top housing markets for 2026, saying the theme is “affordability.” They highlight places like Rhode Island and Ohio as potential hot spots. Buyers are “settling for less space,” but in return, “they want something,” usually amenities. They discuss tips for getting mortgages “ready to go.” ======== Schwab Network ======== Empowering every investor and trader, ever...

It's no secret that Micron (MU) led trading action to kick off Thursday's session. Diane King Hall talks about the storage chipmaker's strong earnings and forecast that added much-needed muscle to the A.I. trade. After GE Vernova (GEV) got back some of its losses from Wednesday's steep weakness thanks to an upgrade from Jefferies. Diane turns to a laggard in CarMax (KMX), where sha...

Nike (NKE) jumped after June's earnings report but since stumbled. This earnings season, Rick Ducat highlights key levels for investors to watch heading into Thursday's after-hours print. Tom White turns to the options front and highlights an example trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - h...

The tech sector got a nudge from Micron (MU) thanks to an impressive post-earnings rally. Kevin Green adds that an inverse head-and-shoulders pattern is forming in the NDX, a potential bullish indicator. However, he points to a lack of liquidity in recent sessions making or breaking the upside move. KG later turns to BofA's top A.I. picks for 2026, which include Nvidia (NVDA), Broadcom (AVGO),...

The consumer's ability to purchase used cars is affecting CarMax (KMX), says Karl Brauer with iSeeCars. The company posted an earnings beat but the stock still fell in premarket hours, as it and peers see headwinds in vehicle price increases. Karl points to Carvana (CVNA) and Amazon's (AMZN) digitalization of the car market as a method for CarMax to copy and become less asset-dependent. He...

Jay Woods is hesitant to how Micron (MU) will react on Thursday's trading session after experiencing a strong earnings rally. His hesitancy comes after Nvidia (NVDA) and Broadcom (AVGO) saw strong post-earnings rallies that faded the following day. He adds that Santa Claus is finally hitting Wall Street in the form of the CPI, with Jay holding cautious optimism to see if "this is the chan...

Rivian (RIVN) shares recently hit a 52-week high and got more bullish sentiment thanks to an upgraded from Baird. Kevin Horner with Charles Schwab offers technical analysis for the EV maker and talks about the potential for another acceleration in shares. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sch...

"Don't play the game" of the stock market, says Ted Weisberg, instead urging investors to practice what he calls "intelligent investing" through research and discipline. He explains how to bolster your portfolio through stock picking. Ted later talks about finding diamonds in "lumps of coals" through his method and why he sees tech leading growth in 2026. Other in...

Lennar (LEN) reported earnings and missed analyst expectations. The company pointed to affordability concerns, weak consumer confidence, and a U.S. government shutdown as reasons for its mixed quarter. KB Home (KBH) and PulteGroup (PHM) also saw their shares decline, while Toll Brothers (TOL) shares rose. Marley Kayden talks about why this report hit the homebuilders hard. Prosper Trading Academy'...

Charles Schwab‬'s Nathan Peterson joins Jenny Horne on this week's Crypto Corner and highlights why $90,000 is such an important level for Bitcoin. The key level he has for Ethereum: $3,000. Nathan then explains the FOMC's role in price action and points to its decision to buy $40 billion in treasury bills as a tentative catalyst. He also talks about why Standard Chartered cut its pric...

From Amazon's (AMZN) potential investment into OpenAI topping $10 billion, to Lennar's (LEN) post-earnings sell-off, to Medline's (MDLN) strong IPO, Marley Kayden and Sam Vadas run through the stories that slipped under investors' radars Wednesday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - ht...

The Chinese government's "blow up the stock market" strategy is working, with double-digit growth in Alibaba (BABA) and other Chinese stocks. Dan Wang discusses China's economic dichotomy, noting that while the country boasts a $1 trillion trade surplus, consumer confidence is low. China is doubling down on high-tech investments, creating a scenario where capacity buildup and def...

The tech trade experienced a strong beatdown in recent trading sessions, though Micron's (MU) earnings beat offered a bright spot for the A.I. narrative. Marley Kayden, Sam Vadas, and Kevin Green talk about the numbers driving the after-hour rally that was bolstered by the company's guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Micron's (MU) stock has stalled in the last couple weeks, falling 15% from all-time highs it hit earlier in December. However, as Rick Ducat explains, the company posted astonishing returns for investors over the last year. He analyzes key levels for investors to watch heading into Wednesday's after-hour earnings. Rick also touches on Micron's options activity, which spiked heading int...

Jabil (JBL) saw a wide trading range Wednesday that ultimately led to the stock closing higher. The catalyst? Strong earnings and guidance that George Tsilis says points to "meaningful improvement" in its A.I. infrastructure and cloud segments. He also explains how Jabil's trying to separate itself from Apple (AAPL). ======== Schwab Network ======== Empowering every investor and trad...

Jillian DelSignore recaps 2025 ETF performance and says managers are focusing on retail clients as record flows continue. She argues that retail clients are trading and investing in a more sophisticated way. Jillian highlights active ETFs taking 35% of flows, staggering considering the share they take up in the overall ETF market. She discusses the record number of ETF launches this year and popul...

Matt Rosenbaum from The Conference Board breaks down their AI survey data, with the majority expecting AI to improve their job, but anticipating job losses at their company. He also notes that more than half of leaders think their company lacks a coherent AI strategy. “One of the main challenges is the need to change organizations,” he says. Matt also explains why the AI skills gap is widening. ==...

Strong corporate earnings in 2026 will be further fueled by rate cuts, argues Robert Schein. He thinks there is a lot of “consumer relief” on the tax side next year and anticipates a Santa Claus rally post-Christmas. He thinks small caps could see the “long awaited” bid next year that skipped 2025. He’s following the money in Washington and Wall Street, highlighting opportunities in the defense se...

“We’re seeing a degree of [economic] resiliency,” Stash Graham says, which he adds has been “the story of the United States for the past few years.” While the unemployment rate is rising, he says it isn’t enough to “tip the economy over into a hard landing.” He explains what he’s watching in inflation reports and what he expects ahead, including housing disinflation. He sees opportunities in regio...

Bryan Gildenberg and Brian Jacobsen look at December holiday shopping after a record Black Friday season. Bryan thinks the latest retail sales are good in context, even as the October report came in flat. We look for change, but “we’re really not seeing much,” he says, anticipating patterns to remain as usual. Brian notes that despite the K-shaped economy, lower-income consumers are still spending...

Likefolio’s Megan Brantley covers their latest sentiment data on CarMax (KMX), saying it is “bleeding market share” to Carvana (CVNA). She compares change in visits, a measure of forward demand, noting CarMax is trending negative year-over-year. She also notes uncertainty around leadership changes, lawsuits, and more. ======== Schwab Network ======== Empowering every investor and trader, every mar...

“We’re very optimistic” on the economy, says Ed Siddell, arguing that you have to look between the lines on the jobs reports. He notes that private companies are hiring more, which he sees as a positive sign. He also contrasts consumer sentiment measures vs record high Black Friday spending. Ed also argues that consumer cash flow will be “much greater” in January because of the tax bill, along wit...

Jason Brown says he's turning slightly bearish as the tech trade continuously fails to catch a bid heading into the new year. He tuns to three "picks and shovels" trades tied to A.I. in today's Big 3, highlighting why Eaton (ETN), Quanta Services (PWR), and Southern Copper (SCCCO) are stocks to watch. Jason offers example options trades for his picks while Rick Ducat turns to bea...