Schwab Network

The Einstein of Wall Street joins Nicole Petallides at the NYSE set to provide his roadmap for this week's market performance. His whirlwind whimsy touches on everything from the report that Kevin Hassett could be a favorite to replace Jerome Powell as Fed Chair, to Nvidia (NVDA) and Palantir (PLTR) pullbacks after earnings. Later, Peter provides 3 trading practices he has employed during his...

George Tsilis jumps on to Opening Bell to look at Autodesk's (ADSK) premarket surge after earnings. The company's CEO says long-term growth is due to steady A.I. demand, prompting the company to raise its revenue outlook. Meanwhile, Workday (WDAY) shares were going the opposite direction after it topped earnings estimates in its 3Q report. George points to several analyst moves including m...

"Little bit of the Santa Claus cheer here," Diane King Hall says as the Opening Bell ringer brought the ho-ho-holiday spirit to the NYSE floor. She kicks off an earnings deep dive with Nicole Petallides into three movers this morning: Dell (DELL), HP Inc. (HPQ), and Deere (DE). For Dell, she points to the AI server boom impacting its business. Meanwhile, HP Inc. shares were looking for d...

"What a difference a couple of months can make," says Rick Ducat. He looks at the pullback in Oracle (ORCL) shares after its meteoric rise to all-time highs back in September. Rick shows the technical levels that acted as previous support, before further breakdown as shares fell below its 50-day and 200-day moving averages. Despite the downward move, shares are up nearly 20% YTD. Later,...

Van Hesser joins Diane King Hall to discuss "the tale of two economies" facing U.S. investors and various income-level households. He says this is a "reasonably strong economy, but with an anxiousness coming out in the data." In terms of belt-tightening efforts, he says wealthier households are driving the economy and that group will be closely watching stock market performance...

Tom White and Diane King Hall serve up a full plate of tech stock takeaways, starting with the story of the week: Alphabet (GOOGL) vs Nvidia (NVDA). Tom calls the pullback in Nvidia a "headscratcher" as the company releases comments saying their chips are a "generation ahead" of Google's TPUs. Meanwhile, Tom hops over to HP Inc. (HPQ) as the A.I. infrastructure company eked...

Following the latest earnings results from Li Auto (LI), Olivier Blanchard examines the Chinese automaker's competitive outlook. The company missed on its 3Q EPS as revenue came in just above expectations. He says the premium-EV demand outlook in China is good, but suggests it is an overcrowded area for auto brands. "We don't need 4," Olivier adds. He is looking to a normalizatio...

Ben Emons joins Morning Movers to discuss the Bloomberg report that Kevin Hassett has emerged as a frontrunner for the next Federal Reserve Chair role, replacing Jerome Powell after his term expires. He discusses the role of a "shadow Fed Chair" amid a potential rate-cutting cycle for the U.S. central bank. Ben adds he's not counting out Treasury Secy. Scott Bessent as another potent...

Russell Rhoads looks at the Alphabet (GOOGL) vs Nvidia (NVDA) AI chip story, noting that most of Nvidia’s revenue comes from only around 5 companies, so any of them changing or adding vendors could threaten it. “Barring a very negative day tomorrow…the S&P 500 is going to be up about 15% year-to-date,” he notes, and historically, “we’ve got about an 80% chance” of ending the year higher. Howev...

Alphabet (GOOGL) and Nvidia (NVDA) stole the show when it came to market movers, though Sam Vadas and Marley Kayden explain how economic data, discussions around the next Fed chair, Ukraine peace talks and China all play into underlying price action. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabne...

Keysight Technologies (KEYS) rallied 10% on Tuesday's session and closed at highs it hasn't seen in nearly four years after posting a strong earnings report. George Tsilis explains why the company shines as a standout in a shrinking electronic design and test solutions industry. He adds that a share buyback is helping boost the stock's rally. ======== Schwab Network ======== Empowering...

“Stagflation is not completely behind us as a risk…it’s really AI and tech vs the rest,” says Rachel Ziemba. She discusses the future of energy in the United States, especially with demand from technology; looking at oil, she talks about whether it could hit the $50 level or even below. She’s also watching private credit and AI capex, with “question marks” popping up for each. Rachel also sees pot...

Paddy Srinivasan, CEO of DigitalOcean (DOCN), talks about how his company's recent earnings and the role cloud plays in business growth. He labels an addition of $1 million-plus customers and A.I. growth as the biggest drivers accelerating the company. As international companies like Alibaba (BABA) expand their A.I. capabilities, Paddy explains how DigitalOcean is adding muscle to stand agains...

“We have not begun to see the tip of the iceberg for how additive” AI can be to corporate profits, argues Chris Kampitsis. He sees tailwinds for Alphabet (GOOGL) after it lagged other AI peers. “Now is the best possible time to have dry powder in the portfolio,” he says, and buy on dips. However, he also adds some hedging strategies to consider in sectors like utilities or international equities....

Kevin Horner’s Technical Tuesday covers the S&P 500 (SPX), TransMedics (TMDX) and Tempus A.I. (TEM). He points out a “banner of resistance” on the SPX, coincident with an uptrend line. On TransMedics, he sees price trying to push past $146 and says that if it closes above there, it could be a bullish signal for the stock. Tempus A.I. is moving off a “zone of horizontal support” around the poin...

Jharonne Martis and Brian Jacobsen cover the retail trade. Jharonne thinks Five Below (FIVE), Signet (SIG), and Dillard’s (DDS) will all do well. Brian highlights Kohl’s (KSS), with its new CEO, as a potential turnaround story. They also talk about how a December rate cut could impact retailers and consumer holiday spending. ======== Schwab Network ======== Empowering every investor and trader, ev...

Ahead of the Thanksgiving holiday, Jenny Horne and Adam Lynch look at the overall cryptocurrency space through the lens of JPMorgan's latest bitcoin and bitcoin mining notes. They dissect the ETF flows in Bitcoin, Ethereum and what was moving among retail investors this month. Then, Adam discusses a new Grayscale Dogecoin fund (GDOG) and what it means for the memecoin's future. ======== Sc...

Kiana Danial (@InvestDiva) believes there are still plenty of opportunities to discover in crypto amid heavy volatility in the space. She notes that the cryptocurrency's drop in 2018 was significantly larger than the one happening now, telling investors to find patterns in price activity for potential pullback opportunities. Kiana also explains her "triple compounding" process throug...

Josh Jamner discusses the return of government data, the labor market, and whether the Fed will cut in December. He thinks consumers are under pressure but “have consistently shown up” for holidays and for good deals. “We’re not seeing a collapse” in jobs, he says, but expects the Fed to cut to remove risk from the table. ======== Schwab Network ======== Empowering every investor and trader, every...

Likefolio’s Landon Swan calls Costco (COST) “frustrating for investors,” noting that it is near one-year lows. He says their data is moving “in the wrong direction,” noting slower growth than investors hoped for. With a third of their goods imported, he thinks they’re hitting tariff challenges as well. Landon also says consumers are reporting worse experiences due to crowding. ======== Schwab Netw...

David Clement is bullish on Kimberly-Clark (KMB) acquiring Kenvue (KVUE), citing continued consumer access to basic goods despite tariff worries, and competition against other giants like Procter & Gamble (PG). He covers potential regulatory concerns around the merger, as well as what the “synergies” could look like. “The merged company is just more resilient,” he argues. ======== Schwab Netwo...

Jessica Inskip turns to the tech trade for today's Big 3 with a focus on headlines between Mag 7 giants Alphabet (GOOGL) and Nvidia (NVDA). She sees significant upside for the Google parent company after acquiring a TPU deal with Meta Platforms (META), though she urges investors not to discount Nvidia and its wide A.I. moat. As for Oracle (ORCL), Jessica expects high reward to balance out high...

Jed Ellerbroek thinks the news that Meta Platforms (META) is buying Alphabet (GOOGL) chips is a bigger threat to AMD (AMD) than Nvidia (NVDA) because Alphabet’s chips won’t be as powerful as Nvidia’s. However, questions around this deal remain as Alphabet enters the chip space: “What kind of gross margin…what kind of capacity?” He also looks at Amazon (AMZN), which he thinks is the most underappre...

When it comes to Dell Technologies' (DELL) earnings after the close Tuesday, Michelle Connell calls the report a "margins story." She explains where she sees Dell in the overall A.I. trade compared to giants like Nvidia (NVDA) and how the company can hit her price target of $165. Tom White offers an example options trade for Dell. ======== Schwab Network ======== Empowering every inv...

Alphabet (GOOGL) is close to joining Apple (AAPL) and Nvidia (NVDA) to having $4 trillion in market cap. Marley Kayden explains how Gemini 3.0 and deals with Meta Platforms (META) and NATO boosted Alphabet's already impressive run. She dives into how the lack of supply adds pressure to Nvidia. @ProsperTradingAcademy's Mike Shorr takes traders through an example options trade for Alphabet....