Schwab Network

Ahead of its earnings report, CrowdStrike (CRWD) is not signaling a strong move in the short term. On the longer term, Crowdstrike has established support at $472 and resistance at $514. Charles Schwab's Ben Watson examines the key levels should watch before and after the earnings report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Bullish (BLSH) CEO Tom Farley joins Diane King Hall to discuss the company's growth, the recent decline in Bitcoin, and its plans to expand its operation into the U.S. Farley discusses the launching of crypto options, the process of taking a company public, and the evolution of crypto regulation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Art Hogan weighs the upcoming PCE print and jobs data to preview what the Fed’s rate cut path will be. The Fed “has a window to cut at least two more times next year,” he argues. He thinks the fundamentals are “more good than bad” in the stock market. However, he thinks some of the high-beta names could be at risk for a downturn. He likes the Mag 7 minus Tesla (TSLA). ======== Schwab Network =====...

Gold has been on fire, rising 60% this year. Derek Macpherson, CEO of West Point Gold, attributes this to central bank buying and an increasing number of Western investors. The shift in physical gold from West to East is a response to the weaponization of the SWIFT system, prompting nations to diversify reserves. The U.S. dollar remains dominant, but the physical gold market, particularly in Shang...

Katie Thomas covers the frugal consumer in 2025’s holiday season. Successful retailers are doing “straightforward” holiday discounts and having “a little bit of fun.” Her firm, the Kearney Consumer Institute, notes that around a third of consumers plan to partially or deeply pull back on spending this year. However, people are still planning to buy gifts, and she breaks down the most attractive ca...

Jeremiah Riethmiller believes the tech growth story is here to stay, but "you just have to be careful with it." He explains why he believes the A.I. trade is different from the dot com bubble. When it comes to crypto, Jeremiah highlights the latest sell-off in Bitcoin as a sign that "volatility cuts both ways" even if it has potential for a future bull run. With volatility expe...

Risk-off sentiment gripped traders to start the week. Marley Kayden and Sam Vadas turn to Bitcoin's steep decline as the clearest signal to that idea, paired with international markets seeing down action overseas. They do touch on a bright spot in a strong Black Friday shopping season, helped by A.I. tech. ======== Schwab Network ======== Empowering every investor and trader, every market day....

George Tsilis has his eyes on Unity Software (U) as the company makes what he calls a "business pivot." He talks about how the company is moving from creative software to advertising and marketing, a move similar to Applovin (APP). As George mentions, Unity is using A.I. as a way to enhance its new business model. ======== Schwab Network ======== Empowering every investor and trader, eve...

CrowdStrike (CRWD) traded as low as $298 and peaked near $567 so far in 2025. While stock showed strong volatility in the last 12 months, Rick Ducat shows how the stock outperformed others cybersecurity companies like Palo Alto Networks (PANW) and ZScaler (ZS). He offers deep technical analysis to show where CrowdStrike may move next. Ahead of Tuesday's earnings, Rick highlights options activi...

Chris Caton of Prologis (PLD) discusses the company’s business, financials, and supply chain management into 2026. He predicts that next year, U.S. gateway markets will rebound sharply, global logistics markets will outperform the U.S., freight costs will rise sharply, and power-ready facilities will become essential, among other factors. E-commerce is driving “20% of new leasing,” he adds. ======...

Pay attention to the Japan Yen Carry Trade, says Nigam Arora, noting the "risk is real" for an unwind. With $1 trillion invested in the trade, he explains how an unwinding of that money can create a 10% to 20% correction in the A.I. trade. As for the Fed, Nigam offers his case for an interest rate cut even though he believes it doesn't need to. He also sees silver hitting $70 as a pr...

Susan Spence from ISM Manufacturing reacts to the latest U.S. manufacturing data as the PMI shows contraction for the ninth straight month. “Supply deliveries are happening quicker,” which is actually a sign of overall slowness, she notes. However, some sectors like computers and food & beverage showed some strength, though Susan thinks that could be transitory. Susan previews how manufacturer...

John Buckingham considers Alphabet (GOOGL) "growth at a reasonable price stock" compared to its A.I. peers. While he calls Nvidia (NVDA) the "clear" leader in the space, John says Alphabet is a buy even at current levels. John Freeman believes Alphabet still has room to run with its "platform game" and "vertical" approach to A.I. When it comes to the tech tr...

Alphabet (GOOGL) and Amazon (AMZN) are combining Google Cloud and AWS to form one super service that aims to benefit both companies and ensure more security. Marley Kayden explains how the partnership works and the shift it indicates for cloud servicers ahead. As Marley explains, Salesforce (CRM) is one of the first companies to test out the tech. ======== Schwab Network ======== Empowering every...

Austin Lyons believes Nvidia (NVDA) is poised to continue growth with hyperscalers like Meta Platforms (META), Microsoft (MSFT), and Amazon (AMZN) showing no signs of curbing CapEx spending. While headlines of Alphabet (GOOGL) offerings TPUs to Meta shook Nvidia shareholders, Austin doesn't expect that competition to cut into the company's bottom line. Logan Gilland sees forward valuation...

Prosper Trading Academy's Scott Bauer braces for a rebound in Costco (COST) after the retail giant's lagging 2025 performance. However, he sees Seagate (STX) and Exxon Mobil (XOM) losing steam on their recent rallies. Scott offers example options trades for his Big 3 while Rick Ducat dives into the bullish and bearish trends he sees in the charts. ======== Schwab Network ======== Empowerin...

Expect more volatility in Bitcoin, says Matthew Sheffield. That said, he believes higher liquidity assets like Bitcoin and Ethereum will weather the storm far better than its alt-coin peers. He talks about how commentary from Fed Chair Jerome Powell Monday night on interest rates can offer a path higher for cryptocurrencies. Matthew later talks about the "massive deleveraging day" in cry...

Tony D’Onofrio breaks down Black Friday shopping trends this year, noting lower in-store shopping than last year but still seeing a significant traffic increase. “There is a generational split,” he argues, with Gen Z spending sharply less than other generations. “Black Friday is critical” and sets the tone into next year, he says. Tony also discusses online shopping vs brick-and-mortar, arguing th...

Likefolio’s Andy Swan looks at payment stocks, starting with Toast (TOST). He calls it an outlier, being a restaurant-only payment company, but is surging in web visits. It’s “separating itself from the pack” and “winning the market,” but the stock is expensive. Shopify (SHOP) is leading their data, while Square (XYZ) is seeing contraction. ======== Schwab Network ======== Empowering every investo...

Tsvetta Kaleynska says there's "two different flavored stories" you can find between Costco (COST) and BJ's Wholesale Club (BJ). She attributes Costco to a "theme park for adults" that shows positive retail and sentiment trends, along with a surprising customer taste for high-priced items. However, Tsvetta explains how BJ's shows a greater push for a value-oriented...

Income level is deciding buying ability more than sale markdowns, Ted Thatcher says, noting “instability in the consumer.” The post-Thanksgiving holiday shopping “really is online now,” he adds. “Premium spending is really what I’m focused on,” he says, highlighting Costco (COST) and LVMH Moet Hennessy Louis Vuitton SE (LVMUY). To pick winners out of the sector, he’s looking at cash flow. ========...

Marley Kayden previews MongoDB (MDB) earnings, which are due after the bell on Monday. She expects a squeeze on EPS vs last year but still anticipates around 12% revenue growth. Scott Bauer offers an example options trade for MDB. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, re...

Charles Schwab's Cooper Howard points part of the risk-off sentiment Monday morning to the interest rate clash between Japan and the U.S. Global markets attempt to price in a rate hike from the former and a cut from the latter. As for expectations on the next Fed Chair, Cooper sees a longer higher-term yield if the next head cuts rates more aggressively. ======== Schwab Network ======== Empowe...

Michael Shaoul says to put aside Consumer Sentiment numbers for the time being until the K-shaped economy really starts to bifurcate. He is less concerned with what the Fed does in December than what it does in 2026, especially as a new Fed Chair joins the committee. Another highlight is money supply and precious metals and their relationship. ======== Schwab Network ======== Empowering every inve...

George Schultze sees a mixed picture into December and sees catalysts for a “temporary sell-off.” He expects further rate cuts next year but discusses disagreements within the Fed and how the end of quantitative tightening could affect stocks. His picks right now include Shell (SHEL), Flagstar (FLG), and MBIA (MBI). These are all picks he sees as rebounding from distress. ======== Schwab Network =...