Schwab Network

Dan Deming says small caps typically show strength at the end of the year and expects the pattern to recur this year. He shares specific stock picks: Corning (GLW), Cummins (CMI), and Danaher (DHR). Dan explains why he likes each stock and touches on potential opportunities in commodities. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risk...

Likefolio’s Landon Swan previews Five Below’s (FIVE) earnings report, saying that everything Dollar Tree (DLTR) is doing right is in Five Below’s wheelhouse already. He examines year-over-year change in visits, highlighting a +22% growth – though that’s lower than Dollar General’s (DG) +39%. Landon notes FIVE is on a strong earnings streak, emphasizing that they are “doing really well.” ======== S...

CrowdStrike (CRWD) posted a stronger-than-expected earnings report that Ian Tien calls a "bellwether" for the cybersecurity industry. He explains how the company's platformization efforts give it a wider moat against competitors. Dave Chronsiter turns to the wider cybersecurity industry to explain why CrowdStrike shows the need for digital protection isn't going away. ======== Sc...

Vivek Pandya of Adobe Digital Insights spotlights Cyber Monday shopping. “Consumers are still very much prioritizing these days to get the best deals,” he says. Momentum is more in “the direction of Black Friday” as they still have the latitude to decide when the best time to buy is, he adds. Vivek discusses trends within holiday shopping and how AI and BNPL services are transforming the experienc...

Don Kaufman is a fan of Caterpillar's (CAT) "spectacular chart" as the stock continues a 60% 2025 rally. However, he shares bearish takes on Intel (INTC) and Tesla (TSLA) due to the former stock's "too far, too fast" run and the latter's technical set-up. Don offers example options trades for the Big 3 while Rick Ducat dives into key levels to watch in the charts. =...

Eddie Ghabour returns to Trading 360 to explain why he sees a big rebound coming for the tech trade. The linchpin to his thesis: Bitcoin. Eddie talks about the cryptocurrency's role in bolstering A.I. stocks. As for the Fed, he issues a warning to investors to brace for a "hawkish" tone, regardless of whether the FOMC cuts rates or not in December. ======== Schwab Network ======== Em...

Amazon's (AMZN) re:Invent 2025 event showed a key emphasis on A.I. and AWS, says Steven Dickens, though he also points to the company's in-house chip development as another takeaway investors can't miss. The company is making the maneuvers as it seeks to use A.I. to boost efficiency and ad sales. However, Steven makes the case that potential gains for Amazon will not hurt Nvidia (NVDA)...

Marley Kayden discusses investor expectations for Salesforce (CRM) ahead of its earnings report after Wednesday's closing bell. She notes the company's recent price increases on top-tier plans and the potential impact of its A.I. offerings, which include Agentforce, on future revenue growth. Despite a challenging year, Marley highlights why some analysts are cautiously optimistic. ========...

Charles Schwab's Cooper Howard breaks down the ADP employment report, which he calls the "big one" investors should note. He emphasizes the weakness in small business as something that the Fed will watch closely and consider in its December meeting. Cooper later talks about what all the data means for the bond market. ======== Schwab Network ======== Empowering every investor and tra...

Keri McGhee of Attentive, an AI marketing platform, assesses the Black Friday/Cyber Monday sales period. She argues that “people did a lot more research” and notes that although they bought less items overall, they spent more in total. “They’re waiting for the brand to come to them” with discounts, she adds. Keri also explains how AI is being used in retail and how Attentive uses consumer data to...

A better overall ISM Services number gave a boost to Wednesday's trading action, says Kevin Green. He explains why the print is "pretty decent" following what investors saw the month prior. As for ADP employment, KG considers the pressure on small businesses important as they employ around 50% of the U.S. workforce. It's something he believes pushes the Fed to cut interest rates...

“We’re definitely eyeing that 7,000 number” on the SPX, says Alexis Browne Roberts, and thinks we can hit it within the next few months. Looking ahead to next year, she notes midterm election years are traditionally worse for the stock market and is more neutrally positioned heading into 2026. GLD is one of her big winners this year and she still considers it a “great play” that investors can add...

After facing a rough start to 2025, Macy's (M) muscled an earnings beat thanks to a strong showing from Bloomingdale. That said, Diane King Hall points to tariffs and selective spending from consumers plaguing the company's forward momentum. CrowdStrike (CRWD) showed strength in the cybersecurity sector but shares still slid on the report. Staying in the space, Diane turns to Okta Inc.&#39...

Gene Goldman sees a low probability of a Santa Claus rally this year, arguing that “we have a terrible market backdrop” as Bitcoin drives markets lower, the Fed turns hawkish, and inflation persists. He sees “very little room for multiple expansion” and thinks that 2026 returns will only be in the single digits. However, Gene expects AI and technology to remain bullish. Another favored sector is h...

Private payrolls in the latest ADP employment print showed a decrease of 32,000 jobs. Kevin Hincks reports from the Cboe Global Markets to explain what the numbers means and why it emphasizes the Fed's employment end of its dual mandate. However, as Kevin points out, consumer spending remains strong. He also touches on Nvidia (NVDA) CEO Jensen Huang's meeting in Washington D.C. with the go...

With the Fed likely to cut rates, the market has plenty of liquidity and should be able to maintain the 2025 rally, according to Thomas Hayes of Great Hill Capital. Hayes thinks the usual volatility seen in an mid-term election year may be overblown, and thinks that the Health Care sector and defensive dividend stocks are set to outperform in 2026. Hayes stock picks include Pfizer (PFE) and Papa J...

Snowflake (SNOW) shares have rallied nearly 50% this year, outperforming its peers in the cybersecurity sector. Rick Ducat examines the chart ahead of earnings and Tom White places an example trade. ======== 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://a...

Salesforce (CRM) has lost nearly 1/3 of its value since the beginning of the year, and with earnings on deck, its A.I. Agentforce will be the most factor in its earnings report according to Melissa Otto of S&P Global Market Intelligence. Otto says that Salesforce needs to show specific quantification of how the Agentforce and Data360 business segments progress can be tracked. ======== Schwab N...

Futures are pointing to a second straight day of gains as volatility falls, with Nvidia (NVDA) pushing markets higher in the premarket. Kevin Green examines Wednesday morning's action, including the ADP jobs data and Bitcoin Futures (/BTC) showing gains, with iShares Bitcoin Trust ETF (IBIT) seeing buyers. In earnings news, Marvell (MRVL) is soaring after guiding for strong data center demand...

Shares of Uber are moving higher premarket after an upgrade to buy from Arete. Rachel Dashiell examines the chart, which in the short term has been showing a possible bottoming process with $90 the key level to watch. The long term chart shows a consistent uptrend, with the recent fall in shares showing support at the $82 level, with the stock rangebound for several months. ======== Schwab Network...

“At some point, the AI trade is going to fall flat on its face,” says Jake Dollarhide – but not right now. He says Google’s Gemini is “pushing OpenAI to its max” and thinks Sam Altman is calling a code red because he thought their lead was unbeatable. Jake sees “a lot of value” in the market, especially in sectors with smaller gains. However, he warns of a potentially accelerating unemployment rat...

CrowdStrike (CRWD) and Okta Inc. (OKTA) muscled earnings beats for cybersecurity while Marvell (MRVL) did the same for the A.I. hardware space. All showed different reactions when it came to price action. Marley Kayden, Sam Vadas, and Kevin Green break down the earnings and analyze why each stock was searching for direction after the closing bell. ======== Schwab Network ======== Empowering every...

Chris Retzler expects small-cap stocks to rally should the Federal Reserve cut interest rates. He explains how recent tax policy changes will unlock capital in the small-cap space, especially in the technology sector, driving growth in areas like data centers, automation, and robotics. Chris also highlights semiconductors as a key opportunity, anticipating a boost from enterprise refreshes and a p...

From OpenAI CEO Sam Altman issuing a "code red" to employees, to the international front in the Japanese bond market, Marley Kayden and Sam Vadas explain what makes Tuesday's headlines so critical to Wall Street. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read t...

Credo Technology (CRDO) hit an all-time high of $213 Tuesday before pulling back from the record. George Tsilis why some investors see Credo as a "hot" under the radar A.I. stock after posting a stronger-than-expected earnings report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Befo...