Schwab Network

Ahead of Okta Inc.'s (OKTA) earnings after Tuesday's closing bell, Rick Ducat analyzes the most recent earnings moves and why they can be "confounding" to new traders. He explains how the general cybersecurity trade experienced shakiness in 2025 by comparing Okta to peers like CrowdStrike (CRWD) and Fortinet (FTNT). Rick takes investors through bearish and bullish signals in the...

Kyle Brown, CEO of Trinity Capital (TRIN), explains how the alternative asset management company works and how they partner with nascent companies to put them on the path towards IPOs. Kyle digs into the private credit market, which has become more popular as fewer companies come to public markets. He addresses skepticism of the industry – “not all private credit is made the same” – and why return...

David Woo expects a hawkish rate cut from the Fed, if we get one at all, noting that multiple Fed members at the last meeting did not want another cut. The Fed’s next rate announcement will be on December 10. “The market right now is pricing in more cuts” in January and March, and if the Fed stays neutral, it “could be a problem” for bonds and equities. He discusses what that fallout could look li...

In previewing CrowdStrike (CRWD) and Okta Inc. (OKTA) ahead of their earnings after Tuesday's close, Ahmed Khan shows concerns from 2025's price action compared to 2024 but believes it makes the names more attractive in affordability. He adds that cybersecurity's fragmented market will experience continued consolidation. Ron Westfall notes "mixed" expectations heading into th...

Dale Smothers returns to the Watch List and explains why he believes A.I. stocks hit a new bottom after stark selling action in November. Names he likes include Palantir (PLTR), Nvidia (NVDA), CoreWeave (CRWV), and Applied Digital (APLD) as he sees more upside potential to downside risk. Another factor Dale expects to bolster the A.I. trade: CapEx spend from hyperscalers like Alphabet (GOOGL). ===...

Kevin Horner’s Technical Tuesday picks are the SPX, MSFT and NFLX. On the SPX, he looks at price levels from the last few days and points to it breaking above the 50-day moving average. Microsoft (MSFT), which is bouncing back from its 200-day moving average, will take “a bit more optimism” to bring it above the “neckline” level Kevin sees. Lastly, Netflix (NFLX) “doesn’t look terribly bullish” he...

Jay Jacobs gauges income-oriented ETF demand in a record year for ETFs altogether. He describes different strategies traders are using to play the market and shares a few ETFs they may be interested in, including the iShares Advantage Large Cap Income ETF (BALI) and the Deep Buffer ETF (IVVB). Turning to AI, Jay says there are lots of options for ETFs, including the AI Innovation and Tech Active E...

John Giannandrea, Apple's (AAPL) A.I. chief, is stepping down and offering his seat to a former lead engineer for Alphabet's (GOOGL) Google Gemini. Marley Kayden notes this is the latest A.I. shakeup surrounding Apple, adding that the company is currently under the microscope when it comes to A.I. software developments. She talks about how Apple is "often late to the game" and wa...

Susan Fahy notes that average credit scores are around 701, calling the consumer “resilient” overall. However, lower-income consumer delinquencies are rising, driven by persistent inflation, labor market softening and limited access to credit. Susan also breaks it down by generation, highlighting Gen X’s accelerating delinquencies; mortgage credit delinquencies are showing the biggest increase. ==...

Likefolio’s Andy Swan says Dollar Tree (DLTR) is in the right space ahead of earnings as consumers trade down. However, it is lagging Dollar General (DG) and Five Below (FIVE), which “is certainly troubling.” This is a company that is “trying to enact a turnaround,” and there are some signs of success, Andy says, but it might not be fast enough. ======== Schwab Network ======== Empowering every in...

"Very positive growth momentum" helps shape MongoDB's (MDB) growth story, says Luke Yang, though he has a price target for the stock significantly below the current value. He says MongoDB needs to define itself against other growing companies like Snowflake (SNOW) to succeed long-term. Steven Koenig also has a price target below current value for similar reasons. He believes the comp...

Investors are waiting on pins and needles to the Fed's December decision on interest rates, says Jessica Inskip. When it comes to today's Big 3, she explains how Amazon (AMZN), Southwest Airlines (LUV), and Citigroup (C) play into the consumer big picture. Rick Ducat shows key levels to watch for all three stocks through technical analysis. ======== Schwab Network ======== Empowering every...

Tony Zabiegala expects strong earnings growth in 2026, along with rate cuts and tax cuts to boost markets. However, he thinks that AI capex cash is going to run out sometime next year, and companies will have to take on debt to keep going – inviting greater investor scrutiny. On the consumer side, Tony argues that inflation from the past few years is catching up, with wage growth lagging behind, d...

Joe Cavatoni argues gold will keep heading upwards in 2026, although perhaps not at the same pace. Investors all over the world are looking for safety, driving the price higher. As far as one’s own portfolio, Joe gives tips on how to size a position in the metal, looking at 5%-10% allocation. While he doesn’t give a price target, Joe offers catalysts to watch next year. “The weak spot we have is i...

Datavault AI (DVLT) CEO Nathaniel Bradley Returns to Morning Trade Live and offers a bullish take on CrowdStrike (CRWD) ahead of the cybersecurity firm's earnings. He says CrowdStrike is in the "right place at the right time" as A.I. offers a plethora of new security risks companies seek protection from. Nathaniel explains how CrowdStrike can capitalize on A.I. long-term. Tom White t...

Marvell (MRVL) reports earnings after Tuesday's closing bell, and Marley Kayden says it's a report that will focus on both the current quarter and guidance. She highlights the company's ties to Microsoft's (MSFT) Azure as a key component for growth. Marley adds that its order backlog and expectations for future contracts will remain central in investors' minds. Prosper Trading...

Collin Martin with Charles Schwab says Japan yields moving higher can pull bond investors out of the U.S. and into international markets. He explains why it creates a long-term headwind for the stock market. However, Nathan Peterson still expects December to be a stronger month in the U.S. after November's selling curbed historic expectations. That said, Nathan believes Bitcoin needs to hold $...

Kevin Green walks through MongoDB (MDB) earnings and looks internationally to Chinese bond markets as a housing developer seeks repayment deferral. He discusses the property and real estate sector in China, which saw cracks earlier, and how it could impact the global economy. KG also looks at trader interest in Mag 7 names, with some “decent price action” in Tuesday’s session so far, and natural g...

Andrew Wang sees the Fed's December meeting next week as one of the final market catalysts of the year, urging investors to stay on their toes after rate cut chances spiked in the last couple week. Bitcoin's price action is another factor he believes will serve as a critical signal for high beta appetite. When it comes to stocks he likes, Andrew sees Apple (AAPL) holding strength amid A.I....

Kevin Hincks takes investors through Tuesday morning's trading action ahead of the opening bell at the NYSE. He marks strong points for the economy by highlighting a notable uptick in spending for the Thanksgiving holiday season, ranging from the landmark holiday itself through Cyber Monday. Kevin also turns to the latest developments surrounding the FOMC before the committee makes its interes...

Luke Lloyd sees “a very bullish start to 2026” and lays out the catalysts he sees for the market. Luke also expects Bitcoin to roar back to $100K before year-end, and $150K-$200K in the next few years, with the million-dollar mark in a decade. He has owned Circle (CRCL) and Bullish (BLSH) as adjacent plays. However, he thinks most other crypto coins will wash out. Luke also likes Oracle (ORCL), Ta...

Boeing (BA) opened Tuesday's trading action as the stronger performer in the SPX. Diane King Hall points to commentary from the company on returning to positive free cash flow lifting the plane manufacturer. She turns to the A.I. front with Citi's price target hikes on Western Digital (WDC) and Seagate (STX). In the healthcare space, Diane notes BofA's target boost on Eli Lilly (LLY)....

The evolution of Black Friday shopping showed mixed demand for Walmart (WMT) and Amazon (AMZN) as shoppers spread out their holiday shopping window according to Seema Shah from Sensor Tower. Shah saw increased demand in second-hand demand as younger people bargain hunt in the holiday shopping. 2025 may be remembered as the year that A.I. became a driving force for online shopping, as people turn t...

Ahead of Marvell (MRVL) earnings postmarket on Tuesday, Rick Ducat looks at the chart of the semiconductor company's report, and Tom White takes us through 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://apps.apple.com/us/app/...

Markets are pointing to a higher open after stocks started December lower. Bitcoin has seen recent volatility; Kevin Green sees support around the $82,000 level, although traders have been selling any recent rally. On the earnings front, MongoDB (MDB) is trading higher after raising its full-year guidance and saying there is plenty of room to run on the A.I. front. On the S&P 500, Kevin is wat...