Schwab Network

Evan Sohn cites labor market trends to watch and pressures on consumer spending. He notes that manufacturing job declines are coming from Apple (AAPL), AstraZeneca (AZN), and Intel (INTC) even as they invest in reshoring manufacturing, but he argues automation and efficiency could be pushing people out. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Joanne Bianco explains the risks of reaccelerating inflation ahead of Friday’s PCE report, though it is anticipated to continue to moderate next year. She expects a rate cut next week from the Fed but thinks they might pause for a few months after that. Joanne is waiting to see dissensions within the Fed and the independence of various members. She also comments on the fixed income market and what...

Lots of up arrows filled the screens of Wall Street Friday morning. Diane King Hall points to Rubrik's (RBRK) surprise earnings profit muscling a 25% rally in the stock at the opening bell. The lipstick trade also saw strength through a beat and raise in both Victoria's Secret (VSCO) and Ulta Beauty (ULTA). ======== Schwab Network ======== Empowering every investor and trader, every market...

“I’m very optimistic,” says Wayne Kaufman, citing strong earnings growth expectations for the next two years. “The market breadth has spread out beautifully,” he adds, highlighting names like Caterpillar (CAT) and KLA Corp. (KLAC). Wayne also likes Morgan Stanley (MS) and Gartner (IT), and also brings up the S&P 500 Equal Weight Energy ETF (RSPG). ======== Schwab Network ======== Empowering ev...

As the first trading week of December comes to a close, investors turn to next week's FOMC interest rate decision. Kevin Hincks reports from the Cboe Global Markets to explain how jobless claims and the delayed September core PCE prints pave the way for a likely hawkish cut, which bond markets are bracing for. Kevin also touches on the Netflix (NFLX) deal to buy Warner Bros. Discovery (WBD) fo...

Broadcom (AVGO) hasn't gotten as much spotlight as Nvidia (NVDA), though the stock's 120% year-over-year gains made investors happy. Rick Ducat turns to Broadcom's chart after Oppenheimer raised its price target on the company ahead of earnings next week. He later offers an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader, every...

The jobs picture is an "evolving situation," says Brad Roth, noting it will be "all eyes on the Fed" for next week's interest rate decision. However, he explains his "goldilocks scenario" that could unfold. On stocks, Brad says that rotation out of large caps and into small and mid-cap names make for a healthier market. He adds to that point by making the case tha...

@ElliottWaveTrader's Tammy Marshall, also known as the "Fibonacci Princess," walks investors through her technical analysis to explain why Victoria's Secret (VSCO) can continue its post-earnings rally. She sees more upside for Tesla (TSLA) as long as it can maintain key support near $400. Tammy also explains why that rally can maintain even as Tesla remains a highly volatile stoc...

Netflix (NFLX) marks another win in the streaming wars. The content giant will acquire Warner Bros. Discovery (WBD) in a $82.7 billion cash and stock deal. Rachel Dashiell notes the last five days of trading were messy for Netflix's stock, offering technical analysis that points to a continuing downtrend. She highlights long-term levels to watch. ======== Schwab Network ======== Empowering eve...

Jay Woods sees the SPX testing, if not breaking all-time highs before the end of 2025. He believes the market is waiting for one big announcement to make that push: a FOMC interest rate cut next week. However, bullishness may vary pending on the tone of the announcement. In recapping 2025, he talks about ways investors weathered volatility through the DeepSeek shake-up and tariff tantrum. Looking...

Sam Burns says there's "not a lot of real reasons for markets to sell off," making the case for Santa Claus to deliver a market rally. However, he points to other sectors gaining traction after tech fell out of favor, a trend he sees benefitting the markets long-term. As for tech names Sam likes, he highlights Nvidia (NVDA), AMD Inc. (AMD), Micron (MU), and Microsoft (MSFT). He urges...

Teucrium Trading CEO Sal Gilbertie contends soybeans are a more compelling story than Nvidia (NVDA). He explains how grains, often overlooked, serve as excellent portfolio stabilizers and why now presents a good opportunity to invest in them. He also discusses China's recent soybean purchases and what that signifies for U.S.-China trade relations. Finally, he offers his perspective on which gr...

When it comes to the stories largely missed on Thursday's trading action, Marley Kayden and Sam Vadas guide investors through the continuing Warner Bros. Discovery (WDB) bidding war, crypto's mulled trading action, and the initial jobless claims print. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:...

Earnings from Descartes Systems (DSGX) pushed the stock up about 15% on Thursday's session, a near-round trip from when the company reported earnings the quarter prior. George Tsilis says the company's interesting because some of its main competitors include large cap tech like Oracle (ORCL). He walks investors through the financials to explain what many missed on Descartes Systems. ======...

Reports say Amazon (AMZN) may consider ditching its partnership with the United States Postal Service in favor of building its own postal service. Alex Coffey talks about this headline and other will impact price action as the stock remains fairly flat year-over-year. He talks about why the 5-day and 21-day SMA are metrics traders should watch before turning to the options front. ======== Schwab N...

Mardi Dier, CFO of Madrigal Pharmaceuticals (MDGL), spotlights their latest quarter and the launch of their first product. Their drug treats liver disease (specifically MASH), and she says they are already on track for $1 billion in sales. Mardi also highlights their strong balance sheet, international expansion, and an extended patent. She stresses that there are millions of patients living with...

Christopher P. Davis thinks this December rate cut and Powell’s comments after could be tumultuous for markets as Powell enters his “lame duck” era. Christopher argues that Powell could begin speaking his mind more and be less hesitant in his comments on the economy. He also comments on the Fed Chair frontrunner, Hassett. As for opportunities, he says investors have overlooked energy and healthcar...

David Doyle and Cory Stahle break down the latest jobs data. David says we saw “mixed signals” today, highlighting the 4-week moving average for jobless claims still “right in line.” He thinks initial claims look “relatively ok.” Cory stresses the overall picture, saying job postings continue to slow and the younger generation is getting locked out. He points out that job gains are only coming fro...

Barry Martin introduces viewers to his ETF fund, SEPI, which uses covered calls on “the best stocks in the S&P 500” as its main strategy. He discusses why they use this strategy, and how it monetizes volatility in the market. He explains the types of investors that might be interested in this fund, and how they manage it. Barry also talks about why they don’t use leverage in their strategies....

Jed Ellerbroek says the A.I. trade has turned "skittish" but the overall market strength remains intact. He points to Broadcom's (AVGO) earnings next Thursday as a major catalyst to see if custom A.I. chip demand accelerates. Nvidia (NVDA) is still the company Jed sees as a "rising tide that will lift most boats." He also touches on Amazon's (AMZN) and Alphabet's (G...

Likefolio’s Landon Swan shares their visits data for Ulta Beauty (ULTA), saying it is doing “very well” even as some newer brands outpace their growth. It is nearly neck-and-neck with Sephora in their data, and Landon thinks that their higher-end brands will continue to do well. “I think they’re in a really good position,” he adds, and notes that there’s “always a big spike” in the holiday shoppin...

Earnings from UiPath (PATH) impressed analysts and investors alike, sending the stock soaring more than 20% on Thursday's session. Sam Vadas notes the company's ties to automation and A.I. as key growth catalysts with UiPath leadership touting ways industries are adapting to A.I. That said, some analysts remain on the sidelines despite the stronger-than-expected report. ======== Schwab Net...

Victory Fighting League CEO, Dan Anderson, talks about his New York-based company and the rise of MMA as a sport. He points to TKO Group (TKO) muscling a strong 2025 rally as a leading signal to consumer interest. As a martial artist, Dan talks about how he believes MMA transformed how Americans see the sport. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Morningstar's Dan Romanoff considers the revenue from Salesforce's (CRM) Agentforce important for future prospects. One concern he has moving forward: how much companies actually seek use cases for enterprise A.I. Keith Kirkpatrick echoes that sentiment and labels it as the reason Agentforce sales weren't as large as some investors were hoping for. ======== Schwab Network ======== Empo...

Jason Brown takes investors through software names he's watching for today's Big 3. He explains why Salesforce (CRM) adding clarity to A.I. strategy is key for growth, CrowdStrike's (CRWD) financial strength in earnings, and Cloudflare's (NET) tactics in taking cybersecurity market share. Jason walks investors through his example options trades while Rick Ducat offers technical ana...