Schwab Network

Kevin Hincks calls Friday's CPI report "benign" to kick off the trading session and makes the case that the Fed will not raise interest rates in next week's meeting. The release of the print pulled the 10-year Treasury yield down from its multi-year high. That said, Kevin makes the case the report creates a "real tricky" scenario for the Fed's upcoming decision. ===...

Jimmy Lee of The Wealth Consulting Group believes the Fed shouldn't hike rates, despite an 85% chance of a raise next week, arguing that a quarter-point move won't impact oil prices—the primary inflation driver. He predicts a lower rate environment in the next 12 to 18 months that could unlock the housing market and ignite animal spirits in the stock market. ======== Schwab Network =======...

Raymond James expects a takeoff in the works for Rocket Lab (RKLB) shares even after the stock's strong pullback since the SpaceX (SPCX) IPO in June. Rick Ducat points out that shares are reaching an apex in a triangular pattern he says will lead to a breakout or breakdown in the stock. He turns to an example options trade for Rocket Lab. ======== Schwab Network ======== Empowering every inves...

Tyrone Ross, Jr. discusses the regulatory path ahead for Bitcoin and other cryptocurrencies, which he sees clearing as institutions continue to pile into the space. While Strategy (MSTR) selling and repurchasing some of its Bitcoin assets ignited fears of a institutional downtick, Tyrone believes the bull case holds. He then explains how he would position using Bitcoin in portfolios. ======== Schw...

Inflation got its next big test through Friday's CPI print, which hit in-line on the headline number and climbed 0.1% above core expectations. Kevin Hincks makes the case that the Fed will still hold interest rates as the CME Fed Watch tool continues to indicate chances near 70% for a hike in September. Kenny Polcari joins the conversation and weighs where he sees the direction of interest rat...

Kenny Polcari reflects on the 25th anniversary of the September 11, 2001 terrorist attacks by recounting his own experiences from that day. He turns to his experiences in working with veterans to ensure they get mental health care they need. On the market moves Kenny is seeing Friday, he outlines his expectations for CPI and crude oil as the 10-year Treasury yield continues to tap new multi-year h...

Kevin Green takes investors through price action hitting the energy space after a key Middle Eastern oil pipeline was reportedly struck. Crude oil slid below $100 in the premarket but KG warns that can spike again at a moment's notice. In equities, Oracle (ORCL) showed its CapEx story is starting to show returns after topping earnings estimates and raising fiscal 2027 guidance. Adobe (ADBE) is...

A rough trading session for equities was especially hard for America Eagle Outfitters (AEO) after earnings. After hours, Oracle (ORCL) and Adobe (ADBE) added more color to the AI trade. Marley Kayden has more on the top stories moving markets Thursday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwab...

Crude oil hits levels not seen in nearly 4 months as inflation concerns in U.S. consumers climb on the back of a slightly hot August PPI. Marley Kayden talks about her top takeaways from Thursday's session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app...

BlackRock's Kristy Akullian highlights the diversification benefits of high-dividend strategies to balance high-conviction AI investments. She favors high-quality companies with consistent earnings growth and strong balance sheets amid rising long-term yields, and remains upbeat on the AI trade driven by insatiable compute demand. ======== Schwab Network ======== Empowering every investor and...

Two software companies had two different stock reactions in the same AI trade through earnings after Thursday's trading session. Marley Kayden and Kevin Green discuss Adobe's (ADBE) earnings beat and 2026 full-year guidance raise, along with Oracle's (ORCL) triple-digit AI cloud infrastructure revenue growth. ======== Schwab Network ======== Empowering every investor and trader, every...

Macquarie Group's Chad Beynon highlights the industry's ability to buck historical trends, with August setting new revenue records and momentum projected to continue through year-end. He notes that streaming services like Netflix (NFLX) and Apple (AAPL) entering the market are contributing to a more robust slate of films, while Cinemark (CNK) and IMAX (IMAX) stand out as top picks. =======...

Kuo Zhang, president of Alibaba.com, joins Market on Close to explain how the AI buildout is impacting the global commerce space, especially for smaller businesses. He also offers insight into Alibaba's Accio AI agent and ways the company balances tech costs with efficiency. Kuo makes the case that B2B is evolving into A2A (agent-to-agent). ======== Schwab Network ======== Empowering every inv...

Price action in Bitcoin took a step down after a hotter-than-expected PPI led to some weakness across Wall Street. That said, Adam Lynch sees increased net inflows to both Bitcoin and Ethereum, bolstering a bull case in the crypto space. He adds that passage of the Clarity Act is not priced in to cryptocurrencies, something he sees adding fuel to a steeper bull run. Adam then touches on the Nasdaq...

Greg Swenson of Leuthold Select Industries ETF breaks down the Leuthold Select Industries ETF (LST), an actively managed fund that rotates through industry groups and themes. He explains the recent pivot out of extended AI CapEx beneficiaries and into big energy, system software, and human resources, where improved technicals and undervalued conditions offer better upside. ======== Schwab Network...

The fall football season "is like our holiday season," says Jason Robins, CEO of DraftKings (DKNG). He explains how his company has prepared for what he sees being a pivotal time for DraftKings. Jason notes that prediction markets continue to shape how the company operates in a fracturing sports space. ======== Schwab Network ======== Empowering every investor and trader, every market da...

John Blank remains skeptical on Oracle's (ORCL) substantial weakness into Thursday's earnings even though the stock took a beating from last year's highs above $300. He weighs concerns on bullish expectations pointing to Oracle delivering on its massive backlog while it juggles ballooning CapEx. Another key concern John has: competition from already existing Big Tech giants that includ...

Morningstar Wealth's David Swartz sees Macy's (M) as currently undervalued, with five straight quarters of comparable sales growth and a stronger post-pandemic balance sheet. He warns that a market reluctant to back department stores could ultimately pave the way for a future privatization. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

Matt Maher of M7 Innovations discusses the strategic implications of Adobe's (ADBE) new CEO, Anil Chakrapathy, who brings an enterprise-focused background to the role. He emphasizes the need to see AI convert free users to paying subscribers and grow revenue from products like Firefly, as Adobe navigates a high-stakes earnings announcement. ======== Schwab Network ======== Empowering every inv...

LikeFolio's Megan Brantley breaks down Kroger's (KR) competitive challenge, caught between higher-end and value-driven retailers like Walmart (WMT), Target (TGT), Costco (COST), and Publix. She notes that digital sales and retail media are bright spots, and new management led by former Walmart executives aims to leverage those areas for a turnaround. ======== Schwab Network ======== Empowering eve...

Ali Mogharabi believes Alphabet (GOOGL) has the edge over Meta Platforms (META) when it comes to building a full AI stack with monetization capabilities. That said, Ali makes the case Meta's Muse AI will offer more profit opportunities even as Google Cloud takes market share. Angelo Zino adds that Alphabet is proving its CapEx is turning into viable AI-centric profits. He notes security concer...

As iPhone Duo dominates online discussions, Daniel Rubino of Windows Central discusses where Apple's newest device stands in the foldable phone space. He believes the Duo will sell off but believes supply constraints and a $1,999 price tag will pose challenges to long-term sales. Daniel weighs if the new developments are enough to get new customers in the door for device upgrades. ======== Sch...

Mounting macro pressures are what Jason Brown sees hitting the stock market for the foreseeable future. That said, he points to trading opportunities in stocks he expects to weather through volatility. Jason offers example options trades in CF Industries (CF), Lululemon (LULU), and UPS Inc. (UPS). Rick takes investors through his technical analysis for all three stocks. ======== Schwab Network ===...

Wall Street Horizon's Christine Short discusses Adobe's (ADBE) upcoming earnings report, focusing on the company's AI monetization strategy and the need to convert free generative AI users into paying subscribers. Tom White offers a neutral to bullish options strategy for Adobe, utilizing a four-legged spread to capitalize on implied volatility. ======== Schwab Network ======== Empower...

Tony Zhang of OptionsPlay says crude oil and 10-year Treasury yields have the steering wheel on Wall Street. Waning market performance and steep downside risk in the S&P 500 (SPX) are two factors Tony is watching in the coming days and weeks. He offers a closer look at the energy sector through an example options trade in Devon Energy (DVN). Tony also sees opportunity in AMD Inc. (AMD). ======...