Schwab Network

Charles Schwab's Kevin Horner turns to the technical front for Dillard's (DDS) stock chart as Black Friday kicks off in the U.S. The retail company also got a boost from JPMorgan with a price target hike. Kevin takes traders through his key levels to watch as Dillard's stock experiences consolidation following a strong uptrend. ======== Schwab Network ======== Empowering every investor...

Beyond moves happening on the stock front, Michael Green offers his perspective on the FOMC and potential rate cuts in December and beyond. When it comes to measuring inflation, he says the CPI has problems that don't paint the whole story for investors. Michael later explains the "valley of death" he sees plaguing consumers. ======== Schwab Network ======== Empowering every investor...

John Studzinski discusses his book "A Talent for Giving," which aims to inspire individuals to engage in everyday philanthropy. He distinguishes between charity and philanthropy, advocating for a more active role in addressing societal issues. Studzinski highlights the importance of leveraging personal talents, not just financial resources, and the power of mentorship. He also touches upon the imp...

Looking for an extra serving of A.I. insights this Thanksgiving holiday? George Tsilis dives deep into Nvidia (NVDA) and the A.I. chipmaker's stronghold position in that domain. From its Blackwell chip to its expansive distribution across multiple industries, George checks out the fundamental catalysts driving Nvidia up more than 100% from its 52-week lows. ======== Schwab Network ======== Emp...

It's a Thanksgiving-themed edition of Final Takeaways with Sam and Marley. Investors and traders will get the opportunity to reflect on the trading year to date, including this week's surge in retailer stocks ahead of Black Friday and Cyber Monday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all inv...

James Demmert joins Market on Close to discuss John Deere's parent company and the state of industrial companies with exposure to the agriculture business. Deere (DE) reported a top-and-bottom line earnings beat, but shares slid on lackluster guidance and potential tariff-induced cost pressures impacting its international business. James is looking to other areas within the industrial group su...

Daryl Fairweather of Redfin is seeing more properties coming off the market because homeowners are asking for more than buyers are willing to pay. Low mortgage rates also make sale alternatives like renting to others appealing. However, it does heavily depend on location, with more homeowners giving up in Florida and Texas. Daryl also compares renting vs buying a condo in the current environment....

Dustin Reid digs into today’s flurry of economic data, highlighting strength in Durable Goods and GDP and weakness in the labor market. He thinks the market is waiting “for a shoe to drop” either way. He thinks the Fed will be “on hold” after one more cut, whether it comes in December or not. Dustin shares his view of the bond market and potential fixed-income strategies ahead of a “challenging” 2...

Mitch Ashley believes Zscaler (ZS) is aligned with five key cybersecurity trends. The stock dropped over 10% after earnings, but he argues that it is positioning well for the world of AI. “It wasn’t a bad announcement,” he says of the earnings, but notes disappointing EPS and profits. Mitch also dips into “platform telemetry” and AI defense, explaining how this world is evolving. ======== Schwab N...

Noah Hamman explains why he likes some AI “picks and shovels” stocks, highlighting the HVAC ETF among others. On crypto, he thinks that Bitcoin believers should buy in at these lower prices if they are sure of the fundamentals and its importance to the future. One of his top holdings is Amphenol (APH), also part of the “picks and shovels.” ======== Schwab Network ======== Empowering every investor...

Ted Parkhill is not worried about market volatility, and in fact thinks investors should be worried about a lack of volatility. “We have great exposure to global equities right now,” he says, highlighting several international markets. Ted is also short crude oil, not seeing a lot of strength and potentially further downside. He’s also long coffee, and short cocoa. You want exposure to these marke...

Dan Ives is back on The Watch List with Nicole Petallides to settle the Alphabet/Google (GOOGL) vs Nvidia (NVDA) debate. His team estimates that for every $1 spent on Nvidia, there is an $8-$10 multiplier across the rest of the tech ecosystem. Dan adds that it's "Nvidia's world, but everyone else is paying rent in the A.I. revolution." He adds this revolution is being built on on...

George Tsilis examines CleanSpark (CLSK) after earnings as the company begins to transition from a primarily bitcoin-mining operations outfit to become a data center compute power provider. He names IREN (IREN), Applied Digital (APLD) and others as representative of a broader trend in the crypto-mining space. George later compares bitcoin performance to CLSK and discusses the "commoditization...

Lindsay Schwimer previews a busy holiday travel season, with 22 million airline seats expected to fly this weekend, including over 3 million just on Wednesday. “We’re seeing high demand,” she says, slightly higher than last year. She notes that there should be deals on trips on December 2 for travelers who haven’t bought tickets yet. Lindsay also gives other tips on finding cheaper trips. ========...

Likefolio’s Landon Swan calls this a “key time of the year” for Apple (AAPL). The iPhone is doing “really well,” he says, projecting 10%-12% growth vs around 3% for other smartphones. He also looks at the performance of its other products, including Macs (tough comps), iPads & AirPods (doing fine), and the Apple Watch (showing negative growth). “Everything just looks so rosy…this is just a com...

Heading into the Thanksgiving holiday, Don Kaufman has filled his plate with 2 bearish trades with a side of a bullish consumer play. Don shares his downside example trade for Ebay (EBAY), before mapping out an upside Walmart (WMT) strategy. Don later demonstrates a bearish put vertical for Mag 7 name Meta Platforms (META). Rick Ducat examines the chart patterns formulating for all 3 stocks. =====...

Samuel Kerr joins Marley Kayden to provide context to the public debate about a bubble in A.I. stocks. He addresses the underlying concerns expressed by investors using recent weeks to take profits, pointing to the steep selling action in Nvidia (NVDA) as an example. Samuel looks at the perceived battle lines drawn between Alphabet's Google (GOOGL) and Nvidia, citing notable investors like War...

Ron Westfall and Dan O’Brien break down Dell (DELL) earnings. Dan thinks “the story here is in the raised guidance,” and stresses the “insatiable” demand for AI infrastructure. “Really solid print, really solid guidance,” he adds. However, he notes some weakness on consumer PC demand. Ron says Dell is “really executing” and says the spotlight is on their ability to meet their own targets. He think...

Zachary Hill thinks the last few weeks of trading have been very technical-driven. “We’ve had a lot of positioning…in an illiquid time of the year,” as traders try to lock in gains, he says, arguing that the underlying fundamentals are still strong. He plans to broaden tech exposure in 2026 and covers the latest tech headlines. Zachary also is looking at international positions “predicated on a lo...

Michael Farkas, CEO and founder of NextNRG (NXXT), explains how his company looks to provide energy independence to other companies and walks through their latest financials. He argues that “we need a lot more power produced” as the world continues to electrify: “if there are not massive investments made…the cost of electricity is going to go through the roof.” NXXT tends to deploy solar, and he s...

Following the latest earnings report from Deere (DE), Jonathan Sakraida says it "wasn't terrible" but notes Wednesday's culprit behind its downside move is likely the company's outlook and tariff exposure. His firm has a Sell rating and a $400 price target for the agriculture machinery giant. Jonathan's tying in lower-commodity prices in grains that impact farmers' ab...

Marley Kayden gauges analyst reaction to the latest quarterly figures from Dell Technologies (DELL). Shares jumped after the company shared stronger than expected guidance, particularly for its A.I. server segment. Marley notes bullish commentary from the company's CEO on its A.I. growth as a potential catalyst for analyst price target changes. Charles Moon stops by with a bullish example trad...

Jobless claims hit a 7-month low, painting a less gloomy picture than recent data. Alex Coffey and Sam Vadas discuss the economic data and earnings picture facing investors headed into the end of November. Later, the duo highlight the ongoing battle for A.I. leadership surrounding Alphabet (GOOGL), Nvidia (NVDA), and Oracle (ORCL). The possibility of a significant market move is discussed, especia...

Peter Andersen has been holding Nvidia (NVDA) for over a decade and traces its journey from a gaming company to the leading AI chip company. He sold out of his position this summer in anticipation of a pullback. Peter thinks the underlying “fantasy” of AI, replacing the human mind, is “so wrong, so far-fetched.” He also thinks that data center demand might be over-hyped. ======== Schwab Network ==...

“The real reason the market’s rallied is… [analysts] underestimated the power of corporate earnings,” argues Michael Landsberg. He’s worried about parts of AI, including profitless companies, as well as portfolio underexposure or overconcentration in particular names. His stock picks include NextEra Energy (NEE), citing dividend growth and “demographic story.” He also likes Ensign Group (ENSG) in...