Schwab Network

Clark Allen of Horizon introduces viewers to their three new ETFs, bringing their total launched this year to 12. He discusses how Horizon has gone from zero to a dozen ETFs within a year, their investment philosophy behind them, and how they have already amassed over $1 billion in inflows. Two of the new ETFs are internationally-focused, while the last is small/mid-cap focused. Clark talks about...

“2026 is really compelling to me” as a new Fed Chair joins, says Jason Bottenfield. He looks at the way AI is changing the labor market, saying we’re on the “precipice” of a major shift, but it won’t all happen at once. He discusses ways to rebalance a trading portfolio before the end of the year and how much to allocate towards tech. ======== Schwab Network ======== Empowering every investor and...

The employment picture remains hazy and sluggish, says Charles Schwab's Joe Mazzola, though he tells investors it's not quite as a "snail's pace." He turns to data where he sees a rebound. Joe urges attention to small caps, especially if the Fed continues to lower interest rates. Sticking with the FOMC, Mike Townsend believes dissenting votes are expected to continue as &quot...

Jarrett Bilous takes about the airline industry's "above average" growth seen in stocks like United Airlines (UAL), Delta Airlines (DAL), and Southwest Airlines (LUV). He warns of pressures still hitting the "middle of the plane" thanks to tariffs and fears of economic slowdown. Jarrett explains how it all plays into the big picture for 2026. Tom White later offers an examp...

Dollar General (DG) reported strong third-quarter earnings, exceeding expectations and raising full-year guidance, resulting in a 10% stock surge. Marley Kayden details the discount retailer's performance, highlighting gains across all categories and increased customer traffic. Joe Tigay discusses an options strategy for DG. ======== Schwab Network ======== Empowering every investor and trader...

“The stage is set” for a late-year rally, argues Blake B. Millard. He thinks investors will be “forced off the sidelines” and considers 6,800 on the SPX a “pit stop,” with 7,000 within reach soon. While the short-term trend in Bitcoin has “deteriorated,” he thinks the long-term opportunity remains. Blake also discusses where he sees opportunities in tech. ======== Schwab Network ======== Empowerin...

Meta Platforms (META) cutting 30% of its budget for the Metaverse is something Kevin Green has on his radar for Thursday's trading session. He explains how a company push toward A.I. has investors bullish. On the macro front, he breaks down the slew of economic data that hit the wire, including initial jobless claims. KG explains why he sees the print as an "outlier." He later offers...

Francis Gannon thinks we are at “just the beginning” of a prolonged outperformance from small caps. Earnings, the upcoming tax changes, deregulation and reshoring are all tailwinds, he argues. He also believes AI benefits are coming for small caps. Francis also discusses how more small cap companies are IPOing, and how they intertwine with private capital markets. ======== Schwab Network ========...

Diane King Hall takes investors through the retail front and highlights Five Below's (FIVE) big earnings beat and guidance raise that helped rally the stock. Dollar General's (DG) rally was even more substantial as it continued earnings wins for discount retail stores. Kroger's (KR), however, moved to the downside on its mixed quarter. ======== Schwab Network ======== Empowering every...

Kevin Hincks reports from the Cboe Global Markets to go over the latest on the labor front, including a dip in challenger jobs cuts following last month's historic spike. He offers his take on why the FOMC "shouldn't" be hawkish in December regardless of whether or not. it cuts interest rates. Kevin also turns to the markets eyeing Kevin Hassett as the most likely candidate to he...

As Netflix (NFLX) enters the bidding for Warner Bros Discovery (WDB), Rick Ducat looks at the recent downward trend in the stock, and Tom White places an example options trade on the streaming giant. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://...

The first half was a story of volatility driven by tariffs, while fears of an economic downturn and monetary policy are the most recent concerns facing investors according to Shana Sissel of Banríon Capital Management. Sissel thinks fear of an A.I. bubble are overblown as the massive investments into A.I. are not leading to massive margin expansions like during the Dotcom Bubble. She sees Bitcoin&...

Despite the end of the longest government shutdown in U.S. history, the ramifications are still impacting the Federal Reserve as it deals with the disruptions in labor market data according to Yelena Shulyatyeva, Senior U.S. Economist for the Conference Board. Shulyatyeva thinks that despite an unclear picture, the risks in the economy are to the downside and still sees the Fed cutting rates into...

Markets have move higher for two straight sessions, and Kevin Green says investors should be watching for a possible rotation trade in Thursday's session. Bloomberg is reporting that President Trump is considering Treasury Secretary Scott Bessent to also lead the National Economic Council. On the earnings front, shares of Snowflake (SNOW) are falling despite an earnings beat, while Salesforce...

After an upgrade to buy from Arete, Ben Watson looks at the short and long-term technicals of Meta Platforms (META). The 5-day chart shows shows recent strength on its ADX Indicator, while the 1-year chart shows the $648 and $680 price levels as the next key breakthroughs if the stock is to continue its recent uptrend. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Mode Mobile's Dan Novaes talks everything around Bitcoin's recent volatility. He says the cryptocurrency is experiencing an "IPO moment," making the case that this sharp downturn in price will level out as liquidity and adoption grows. Dan compares Bitcoin to gold and explains the asset's road ahead to being seen as reliable as the rare earth metal. When asked if Strategy (MSTR) will help or hinde...

​Charles Schwab 's director of crypto research and strategy, Jim Ferraioli, analyzes the bounce in Bitcoin that kicked off the month December. He talks about why the move higher needs more conviction to hold. Additionally, Jim touches on Ethereum's upgrade and how it bolsters the cryptocurrency's long-term prospects. He rounds out Crypto Corner with a glimpse into stablecoin and altcoi...

A strong showing from retailer earnings, paired with Black Friday and Cyber Monday holiday sales, starkly contrasted the pressure storage stocks like Western Digital (WDC) and Seagate (STX) saw on Wednesday's trading session. Marley Kayden and Sam Vadas take a closer look into the divergence and the direction price action can move from here. ======== Schwab Network ======== Empowering every in...

Despite disappointing economic data, treasury yield dynamics, particularly the widening 2-10 spread, are supporting financial and industrial stocks, making a year-end market grind higher plausible. Justin Bergner notes that a hawkish Federal Reserve rate cut is likely, conditioning the market for less frequent cuts. He highlights regional banks and short-cycle industrial stocks as potential opport...

George Tsilis turns his attention to Box Inc. (BOX), a company that initially fell after earnings before igniting a sharp reversal rally. Beyond the earnings and guidance, George notes the company's digital reach as something catching investor and analyst attention. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitab...

Jillian DelGignore dissects the unprecedented surge in ETF inflows, which have shattered previous records with $1.22 trillion year-to-date. She explains that this trend signifies investors are both rebalancing and positioning for potential rate cuts, emphasizing the rise of "income" in all its forms. She also addresses the influx of new ETFs, asserting that only the best will survive in...

Ouster (OUST) is in the "nexus of the physical A.I. revolution," says the company's CFO, Ken Gianella. Ouster creates LiDAR sensors used for autonomous tech in automobiles and robotics. Ken takes investors through the company's recent earnings to show where Ouster grew the most and where it projects growth in the quarters ahead. ======== Schwab Network ======== Empowering every i...

Kieran Osborne believes economic conditions are broadly improving, saying businesses “now know the rules of the road” and the consumer has been “relatively resilient.” With this in mind, he digs into Fed decision making as we anticipate slower growth and worry about inflation. He expects the December rate decision to be “contentious” but anticipates a cut. Kieran shares some investment strategies...

David Waddell says investors recently experienced an "air pocket" in the A.I. trade, though he doesn't expect the bubble "bursting" any time soon. While he sees some parts of the trade as overinflated, David points to other corners of the market as fairly or undervalued. He makes the case for metals and construction as plays for investors to watch. ======== Schwab Network =...

Nick Raich and David Swartz bring the detail on retail. David says that the companies he covers in the space seem to be meeting goals so far in the holiday season but notes that the buying season is longer than people think and things could still go awry. Nick also thinks things are “off to a good start” and thinks rate cuts will bolster the consumer. They look at Macy’s (M) earnings results as it...