Schwab Network

Claude will be used in IBM Corp.'s (IBM) software. Marley Kayden keys investors into how Anthropic's latest partnership seeks to give it another arm to fight OpenAI's dominance. Tim Biggam sees a pullback coming for IBM as it reaches record valuations. He offers an example options trade for the legacy tech stock. ======== Schwab Network ======== Empowering every investor and trader, ev...

The fixed income market is saying "things are okay right now," says Charles Schwab's Collin Martin. He attributes range-bound trading action to a lack of investor fear even as economic uncertainty persists. However, Collin notes concerns when it comes to sticky inflation. He adds that the longer the government stays shut down, the bigger the risk to U.S. and global markets. ========...

Bitcoin is turning into a safe haven free of politics, argues Mike Maloney. “It’s been thriving on the uncertainty” in markets and has seen a lot of catalysts over the last year. He discusses hard assets overall and what he calls “unproductive” assets, and why traders might use them. He also expects flows to start heading into other cryptocurrencies, such as Ethereum. ======== Schwab Network =====...

Paul Schatz thinks the Dow will hit 50K in 1Q26 and argues that there isn’t a bubble. He does expect a pullback of 1%-3% soon, but no bear market or recession. “Momentum begets momentum, strength begets strength.” He is excited about deregulation and thinks the job market will start to improve from here. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

George Tsilis takes investors through some of the biggest market movers and stories in Tuesday's trading session. He points to a post-earnings rally in Constellation brands (STZ) even as beer sales fall year-over-year. George adds that investors are expecting a big update in Tesla (TSLA), which he believes is either a cheaper Model Y or new car altogether. He later notes another stake from the...

“Everyone’s too greedy,” Chris Watling says, “the market is primed” for a pullback. “You never know what the spark is,” he adds. However, he would buy on a dip – but he warns traders to get an idea of the size of the dip before they get in. He expects a soft landing rather than a recession. Chris still likes U.S. large caps, but is also looking to emerging markets. On the other hand, he would sell...

With the government shutdown leaving lingering uncertainty, "gold is on everyone's tongue," says Kevin Hincks. The metal hit 4,000 for the first time ever into Tuesday's trading session. Kevin later turns to stock movers with AMD Inc. (AMD) continuing its rally and Tesla's (TSLA) anticipated auto announcement. ======== Schwab Network ======== Empowering every investor and tra...

Alex Coffey kicks off the trading day with his takeaways from Monday's AMD (AMD) rally and the continued surge in A.I. investing interest. Jefferies upgraded AMD following its OpenAI deal, and Alex says analysts are resetting their coverage after such a big move. Later, he looks at IBM (IBM) following news of an AI partnership with Anthropic and its platform Claude. Finally, Alex and Tom White...

CFRA's Arun Sundaram joins Morning Movers to dissect the latest earnings figures from McCormick (MKC). He discusses the consumer trends that impact the staples, including cooking at home versus dining out. Later, Arun provides his holiday shopping outlook as Amazon's (AMZN) Fall Prime Day event begins. He looks at Walmart (WMT) and Target (TGT) which have competing sales events as well. &q...

Rick Ducat plugs in several studies on the Tesla (TSLA) chart to break down the technicals for the EV maker. Tesla is rumored to announce a new Model Y vehicle, with a lower price tag after some weekend teases. Rick points to current levels of area and support for TSLA, including a glimpse at its RSI momentum study. Later, Rick demonstrates an example options trade for Elon Musk's EV stock. Hi...

Ben Watson looks at the recent "build" on support levels for Netflix (NFLX). He says $1148 is acting as near-term support, with $1178 as intermediate resistance. Seaport Research upgraded Netflix to Buy with a price target of $1385 which would be a new all-time high. Ben Zooms out on the chart to look at the relative downtrend since this summer's highs above $1341. Ben indicates that...

Larry McDonald doesn’t mince words: “What we’re seeing in the last 3 weeks across private credit, business development companies, subprime student loans is the closest thing that I have seen to 2007-2008. I think there is a major, major move happening in the financials. It’s gonna be ugly.” He joins Sam Vadas to discuss the current economic headwinds facing investors. Hudson Value Partners’ Christ...

All indices except the $DJI closed higher to start the trading week as the government shutdown lingers. AMD Inc. (AMD) led market action through its new deal with OpenAI. That deal sent shares of Nvidia (NVDA) falling. Palantir (PLTR) was another bright spot in the A.I. thanks to a new healthcare partnership. Applovin (APP) sold off near the end of the session on reports of the SEC launching a pro...

Sam Vadas and Marley Kayden take investors through some of their biggest stories of the day beyond the AMD Inc. (AMD) and OpenAI deal. On their dockets: Tesla's (TSLA) upcoming announcement Tuesday, new tariffs targeting foreign-made trucks, and gold's eye-watering rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

When it comes to earnings in Constellation Brands (STZ), Jay Woods says it will be all about the commentary from the call on whether it can hold after hours gains. He notes AMD Inc.'s (AMD) deal with OpenAI as a signal that Nvidia (NVDA) is no longer the only Belle of the Ball for the A.I. race. Jay's keeping a close eye on next week's big bank earnings and explains why he likes SoFi T...

It's not just AMD Inc. (AMD) seeing upside from its OpenAI deal. George Tsilis explains that Sanmina (SANM) is moving in sympathy with AMD thanks to ties to the chipmaker. George talks about Sanmina's role with AMD and data centers. As far as to whether it can hold its rally, Sanmina's financials can prove to be a headwind. ======== Schwab Network ======== Empowering every investor and...

AMD Inc.'s (AMD) massive OpenAI-fueled rally sent the stock to levels it hasn't seen since early 2024. The question now: what lies ahead for the stock? Rick Ducat highlights key area investors should watch and later turns to the options front to show where traders expect the price to move. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

“There are more sellers than there are buyers,” Jenna Stauffer says, but when rates dropped, buyers took advantage of the opportunity. She breaks down housing market dynamics for 2025, noting the “deceleration of price growth” and stubbornly high mortgage rates. However, Jenna argues rates are only one factor, with the “lethal combination” of rising taxes, maintenance costs, insurance, and high ho...

Nigam Arora returns to Market On Close and offers perspectives ranging on a wide array of topics. On AMD Inc. (AMD), he considers the company's deal with OpenAI a "great" one. He adds that both companies make the case AMD stock can rise to $600 by the end of the deal. He later turns to international markets and explains what makes Japanese stocks attractive. As for gold, Nigam sees t...

Lee Bratcher thinks markets will continue to see highs even as the government shutdown drags on. Chuck Lieberman says the market believes the “damage will be limited” from the shutdown. He notes that the housing market could take a hit with government services shut down but thinks a lot of it can just be delayed. Lee looks at Bitcoin’s performance and how stablecoins are investing in U.S. debt. ==...

Charles Schwab's Joe Mazzola takes investors through the September STAX report. "Sentiment is pretty strong right now" in markets, according to Joe, pointing out significant buying activity in A.I. and A.I.-adjacent stocks. Names like CoreWeave (CRWV) showed a growing risk-on appetite paired with the resurgence on meme stocks like Opendoor (OPEN). Joe believes the data shows a contin...

Ken Ryan makes the case for diversifying into international equities, which he thinks can outperform the U.S. He likes European energy and industrials, but also brings individual picks, including Sony (SONY) and Unicredit (UNCRY). He thinks these names can see their shares rise by 10% or more in the next year. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Vikas Dwivedi thinks oil is pricing in the big global surpluses expected next year. “We think the path of least resistance is down, and really, it’s fundamental,” he adds. He’s similarly bearish on natural gas. He discusses whether Russian oil will be taken off the market and expectations from other sources. He blames the lack of construction around the world, started during the pandemic, for part...

Henry Schuck, founder and CEO of Zoominfo Technologies (GTM), talks about how the company uses A.I. to enhance client engagement with customers. He addresses concerns that A.I. will reduce staff head count by making the argument that A.I. actually boosts the need for more sales workers. On the future of tech, Henry believes it will give Zoominfo an opportunity to move on the "offense" in...

From coffee to quantum computing, today's Big 3 focuses on a wide range of industries. Prosper Trading Academy's Scott Bauer talks about the dip-buying potential behind Quantum Computing (QUBT), his mild bullishness in Costco (COST), and the technical support Starbucks (SBUX) has built. Rick Ducat highlights the key levels to watch in the stock charts. ======== Schwab Network ======== Empo...