Schwab Network

ASML (ASML) reports earnings Wednesday morning, and John Blank tells investors to brace for a volatile move based on the options market. He adds that the stock is "overpriced" based on its current valuation. "They don't have any room for error" with the stock currently valued on 2028 earnings, says John. He discusses how ASML's monopoly on its tech isn't enough to o...

Big banks will begin a highly anticipated earnings season on Wall Street Tuesday morning. Among the biggest names: JPMorgan Chase (JPM), Wells Fargo (WFC), Goldman Sachs (GS), and Citigroup (C) among others. Robert Schein will have an ear to JPMorgan Chase CEO Jamie Dimon's economic commentary, as well as investment banking metrics and dealmaking inflow. Macrae Sykes discusses more on headwind...

Brett Crowther of Charles Schwab breaks down the technical outlook for the S&P 500 (SPX), Walt Disney (DIS) and Visa (V). He sees SPX testing resistance near 7,800, with a breakout potentially opening the door to 8,035. Disney has bullish momentum but faces resistance around $109, while Visa’s breakout to all-time highs could put $430 in play. ======== Schwab Network ======== Empowering every...

Charles Champagne, CEO of Allianz Investment Management, explains the Allianz International Equity Buffer 15 Uncapped October ETF (OCTI). He discusses opportunities in international equities as investors look beyond concentrated U.S. large caps and the AI trade, highlighting value-oriented sectors like industrials, financials and materials. Champagne also covers currency, geopolitical and regulato...

Sheraz Mian previews earnings season as estimates rise and banks including Citigroup (C), Wells Fargo (WFC) and JPMorgan Chase (JPM) kick off reports. He looks at trading strength, loan demand, rising yields and Morgan Stanley’s (MS) cautious outlook. Mian also highlights broad earnings growth and explains why financials, industrials and basic materials could deliver upside surprises as tech faces...

LikeFolio's Landon Swan breaks down Domino’s Pizza (DPZ) ahead of earnings. He says heavy promotions are helping drive interest but could pressure margins, while flat same-store sales suggest growth is coming largely from new stores. Swan also points to GLP-1 adoption, rising negative customer sentiment and competition from Uber Eats and DoorDash as headwinds, even as Domino’s pushes digital o...

As the Fed readies to decide on the direction of interest rates at the end of October, William Lee tells U.S. investors to look abroad. He explains how countries like France and other European giants "lost" the central banking narrative and discusses ways it applied to the U.S. William adds that the Fed is "fighting the wrong fight" in its efforts to curb inflation. Josh Taves...

Preston Caldwell of Morningstar Wealth argues the AI investment boom is strengthening economic demand and helping keep interest rates higher, even as AI could ultimately become deflationary through productivity gains. He discusses how strong core inflation, the labor market and AI spending could influence the Fed, while a slowdown in investment or rise in layoffs could eventually bring lower rates...

On the fourth anniversary of the current bull market, Tim Biggam points out the pushback against stocks as crude oil and Treasury yields stay elevated. That doesn't mean he doesn't see trading opportunities in Monday's session, calling out three stocks he believes overextended their recent rallies. He outlines Palantir (PLTR) after hitting new all-time highs, Moderna (MRNA) as it conti...

Jim Iuorio discusses the "excellent" demand in bonds through the 10-year Treasury auction. The U.S.-Iran war, paired with international bond moves, lead Jim to believe yields will persistently maintain upward momentum. He explains how several macro factors will keep Treasury yields top of mind for investors and the impact they have on equities. A surge in global liquidity adds to Jim&#39...

Daniel Rich of CFRA Research previews UnitedHealth (UNH) earnings as the insurer works through elevated medical costs and margin pressure. He sees longer-term upside from premium increases, Medicare Advantage ratings, AI-driven cost cuts and resumed share buybacks. Tom White closes with a UNH options trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Op...

There's a clear divide in AI-tied software names between downgrades in Microsoft (MSFT), Palantir (PLTR), and Palo Alto Networks (PANW) while Salesforce (CRM) received a double upgrade. Sam Vadas discusses the factors BofA sees in taking the leap into the bull camp as other key software names struggle on the session. Prosper Trading Academy's Scott Bauer turns to an example options trade f...

What will Wednesday's CPI print mean for the Fed's interest rate cycle? Collin Martin of Charles Schwab expects one more rate hike between now and end of year, but not until December. He believes the numbers need to show a sharp upside surprise for the FOMC to hike rates again in October, noting Fed governor expectations cooling for the immediate need to hike again. Collin also discusses t...

Michael Shaoul discusses the Fed, election risks, AI and the earnings outlook heading into year-end. He remains bullish on energy and crude oil, which he says could move into triple digits, while warning that high expectations leave semiconductors vulnerable. Shaoul sees macro forces gaining importance as investors weigh rates, geopolitics and whether tech earnings can deliver. ======== Schwab Net...

Consolidation is the word of Monday's trading day, according to Kevin Green, who highlights his technical analysis in a flat S&P 500 (SPX) within 30 minutes of the opening bell. Tech began the session under pressure while energy rallied alongside crude oil. KG discusses energy crack spreads and the lasting price elevation in diesel as futures hover at a key resistance area. As for the infl...

Mario Lagana sees strong technical momentum in the Nasdaq and S&P 500 (SPX), but warns that weak market breadth remains a concern. He highlights strength in software and cybersecurity, including CIBR ETF, CrowdStrike (CRWD), Palo Alto Networks (PANW) and Fortinet (FTNT), while also watching AbbVie (ABBV), Cheesecake Factory (CAKE) and Urban Outfitters (URBN). Lagana says earnings and forward g...

Eric Sterner remains bullish on stocks, favoring small caps, tech, defense and international markets. He sees strong earnings supporting the market despite risks from higher bond yields, inflation and the Middle East conflict. He also likes high-yield fixed income and believes the Fed should avoid another rate hike. ======== Schwab Network ======== Empowering every investor and trader, every marke...

The final earnings season of 2026 is about to begin, and it's starting with an escalation in energy volatility as crude oil pushes back toward $95. Kevin Hincks previews big bank reports from JPMorgan Chase (JPM), Goldman Sachs (GS), and Wells Fargo (WFC) among others and the "mixed picture" he expects to see with these companies. Beyond energy, inflation prints like CPI and PPI are...

James Demmert looks ahead at the key movers he sees affecting Wall Street this week as a new earnings season begins. He sees Wednesday's CPI print the most important metric beyond earnings. He expects an in-line or slightly hot number, something he believes will give the Fed room to hold interest rates. On the earnings front, James calls TSMC (TSM) and ASML (ASML) the biggest reports to watch....

JPMorgan Chase (JPM) shares could not hold their steady rise since the company's prior earnings as the big bank readies to report once again Tuesday. Ben Watson turns to the key levels to watch as JPMorgan prepares to kick off the new earnings season. He turns to an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Opt...

The energy trade remains a key concern heading into a new trading week. Tom White explains why crude oil prices climbed even after President Trump announced an energy ceasefire between Russia and Ukraine. In equities, Phillips Securities downgraded Microsoft (MSFT), Palantir (PLTR), and Palo Alto Networks (PANW) after all three stocks experienced sharp rallies over recent weeks. Microsoft's CE...

Jason Bodner believes the robotics trade has significant upside from here. As he points out, it's not just investing in the physical robots that offer the most compelling growth stories. He points to established and rising tech giants in Nvidia (NVDA) and Analog Devices (ADI) as stocks Jason Bodner believes investors should own. For Nvidia in particular, he explains how the Blackwell AI chip e...

Johnson & Johnson (JNJ) is down on a 30-day chart but not on a one-year, says Patrick Ciummo of Charles Schwab. He notes the stock's weakness and overhead resistance in the short-term, and as he points out, investors will want to mind the 20-day SMA for the healthcare giant. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Min...

Eric Belcher, CEO of Numerator, sets expectations for the holiday shopping season and weighs in on how AI tools will continue to impact shoppers and retailers. Belcher forecasts the future of agentic shopping, explains how Numerator consumer data differs from other sentiment indicators and details how Model Context Protocols help retailers make promotional and discounting decisions. ======== Schwa...

Netflix (NFLX) shares have fallen more than 40% over a 52-week period as of early October as investors reassess the greater streaming landscape. George Tsilis offers a full picture perspective on Netflix through the company's earnings, along with existing headwinds and tailwinds, to gauge catalysts that may reignite bullish momentum. He says the company has opportunity through live entertainme...