Schwab Network

Market Rebellion's Jon Najarian calls 2025 the year of "resilience." He points to it being a good year for investors that stayed in the market all year, and a great year for those who bought the April dip. He goes over how consumer spending played a role in the resilience story. One asset Jon's had his eyes on: silver, which he says is now the third biggest asset on the market. A...

With a couple days left in 2025, Charles Schwab's Joe Mazzola reflects on the year to determine how investors should position themselves for 2026. With AI expected to remain a big theme, he urges investors to look under the surface for other stocks and sectors with potential to outperform. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

Ben Emons discusses the potential implications if the Supreme Court allows President Trump to fire Fed members. Next week’s economic data will “set the course” for the Fed, he adds. He examines the swing moves in gold and silver and points out potential catalysts for the metals. Ben also looks at Bitcoin and the potential threat AI poses to its encryption. ======== Schwab Network ======== Empoweri...

Kevin Green catches investors up to speed on the latest round of economic data through the Case-Shiller home price index and Chicago PMI. However, he points to the FOMC minutes hitting the wire Tuesday afternoon as the most important market mover. Beyond metals, KG sees crude oil as the day's biggest commodity mover as geopolitical tensions flare abroad. He adds that State Street Energy Select...

Marcus Bodet expects AI strength in 2026, including in sectors like infrastructure. He thinks M&A activity will pick up into the first half of next year, especially from hyperscalers like Meta Platforms (META) or Alphabet (GOOGL). He’s focusing on the “core businesses” for AI as the sector gets busier. He doesn’t believe in an AI bubble, arguing the market is smarter than it was during the dot...

Applied Digital (APLD) is spinning off its cloud computing business to EKSO Bionics (EKSO), a move that sent shares rallying Tuesday morning. George Tsilis explains why investors see the move as strategic. He then turns to the skies and talks about Boeing's (BA) new contract and down the clothing line with Stifel weighing on Lululemon's (LULU) proxy fight. ======== Schwab Network ========...

John Campbell thinks the market can rally in 1H26, citing stimulus like tax cuts. He shares stock picks, including Powell Industries (POWL), an “under the radar AI beneficiary” in energy infrastructure, and StoneX Group (SNEX), which is “in the corners” of financial services. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not...

Silver and gold continue to take attention of investors as both metals rebounded ahead of Tuesday's opening bell. Kevin Hincks explains how a shift in commodity margins play a role in the volatile trade. Also on his radar: the FOMC minutes from December's meeting and signals for the next Fed Chair expected to be announced next month. Kevin later talks about the latest housing data seen in...

Manus being acquired by Meta Platforms (META) became a top story ahead of Tuesday's session and brings the company's CapEx story back into question. Rick Ducat turns to the stock's chart and explains where shares successfully rebounded and where it struggled to break out. Rick later offers an example options trade for Meta. ======== Schwab Network ======== Empowering every investor and...

Gaurav Saran expects a record-breaking year in inventory returns to retailers this year. It's a strain for employees but one that can be alleviated with AI. Gaurav explains where he sees the evolving technology serving as a disruptor, both for good and bad. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https...

Apple (AAPL) may be 5% off its all-time high, but Ben Watson with Charles Schwab says there's still strength in Apple's stock chart. He points out an upward channel that has held through the back half of 2025. Ben suggests recent slowdown can offer a spring to the top of that channel. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

The 20-day SMA is in focus for Kevin Green on Tuesday's session. After Monday's weakness on a low volume trading day, KG says a push below the trend line can open a trap door to further selling action. On commodities, he highlights the rebound in silver and gold following steep selling. KG highlights the "metal trade war" with China that he believes is behind some of the price ac...

8,100 is possible for the SPX in 2026, according to James Demmert. He believes the tech trade will remain strong into the new year and will offer a lift for the A.I. trade, in turn boosting the index. That said, that upside comes with domestic headwinds. James urges investors to keep their eyes on markets abroad, as he expects Europe, Japan, and other developed countries to outperform the U.S. ===...

"Generally speaking," gold is a buy, according to Luke Lloyd. He says gold will continue to rally alongside peers like silver and copper despite massive run-ups in recent months. In the Mag 7, Luke points to Alphabet (GOOGL) and Microsoft (MSFT) adding to their 2025 rallies even though both stocks saw significant up arrows compared to Amazon (AMZN). He later offers bull cases for CoreWea...

Sam Vadas and Alex Coffey explain two narrative shifts that caught their eyes on today's final takeaways. One is in the housing market and an apparent thaw seen in pending home sales. On the other end, gold and silver tumbled following sharp rallies in recent weeks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitab...

Geopolitical tensions in the Middle East and Eastern Europe have yet to significantly move oil markets, according to Tucker Perkins. While global demand for electricity, particularly from A.I. data centers, is surging, the U.S. power grid is currently unprepared for it. Perkins asserts that natural gas will be the primary energy source to meet this demand in the short term, with nuclear and other...

Energy Fuels (UUUU) saw a strong and volatile 2025, a trend that continued Monday when guidance passed Wall Street's expectations. George Tsilis talks about the company's role in the "energy renaissance" fueled by AI. His reason for the stock's pullback as the day went on: financing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Opti...

Amazon's (AMZN) late October earnings sent the Mag 7 stock to new all-time highs before falling 10% from that record. Shares now trade just over flat year-over-year, and as Rick Ducat points out, faces a key resistance level near the end of 2025. He points out the key bearish and bullish trends to watch and pairs them with Amazon's options activity. ======== Schwab Network ======== Empower...

As 2025 closes, Crit Thomas analyzes key market takeaways: prioritize earnings over survey data, acknowledge the U.S. economy's resilience, and recognize the historical trend of Federal Reserve tightening preceding bear markets. Thomas expresses guarded optimism for 2026, citing the easing Federal Reserve, fiscal stimulus, and anticipated deregulation. However, he cautions against the K-shaped...

Dr. Wafahakin Orman discusses the lasting impact of tariffs on consumer prices due to inventory drawdowns. She also highlights how geopolitical instability and the unpredictable nature of tariffs contribute to financial market volatility, urging caution for investors. She concludes that 2026 will likely be a continuation of current economic trends, with no significant changes on the horizon. =====...

Greg Pendy explains the role AI plays in companies tied to earth and space sciences, along with offering bull cases for related stocks. In Planet Labs (PL), Greg likes the company's profit roadmap and proven earth mapping technology. He sees promise in Globalstar's (GSAT) satellite mapping and Intuitive Machines (LUNR) as a space stock with lots of upside. ======== Schwab Network ========...

Odeta Kushi and Orphe Divounguy analyze the current U.S. housing market, noting that affordability is at its best level in three years. They discuss how wage growth is outpacing housing price growth, contributing to modest improvements in housing affordability. While not forecasting a boom, both anticipate a modest increase in home sales in 2026. ======== Schwab Network ======== Empowering every i...

Dan Ahrens discusses the monumental, albeit volatile, shift in U.S. cannabis regulations, specifically the reclassification of cannabis from Schedule 1 to Schedule 3. He emphasizes the potential for significant upside for U.S. cannabis stocks, including AdvisorShares Pure US Cannabis ETF (MSOS). Dan highlights key holdings like Curaleaf Holdings (CURA) and Trulieve Cannabis (TRUL), while also touc...

Jim Worden projects an S&P 500 target of 7,000 for the current year, and 8,500 for next year. A dovish Fed focused on the labor market rather than inflation serves as his key catalyst. As for planning ahead. Jim favors a diversified portfolio, including Mag 7 stocks like Nvidia (NVDA), Microsoft (MSFT), and Alphabet (GOOGL. Other picks include Broadcom (AVGO), Palantir (PLTR), Albemarle (ALB),...

Jessica Ray explains how younger generations approach finances differently from their predecessors. She notes a shift from traditional retirement planning to a more balanced approach incorporating "soft savings" and prioritizing experiences. Ray highlights the impact of lived experiences like the COVID-19 pandemic on financial independence and the rise of alternative investments. She also discusse...