Schwab Network

Philip Blancato says a 25-bps interest rate hike does nothing to help fend off the rising inflation tide driven by energy prices. He believes the hike was made to push back rate cuts made under former Fed Chair Jerome Powell's tenure. Additionally, Philip says the rate hike will hurt the "wrong people" who are already feeling the pinch of inflation.

Mansi Khetani, CFO of ChargePoint (CHPT), says the EV-based company "outperformed on all fronts" when discussing earnings. "People are buying EVs," she says, explaining that lower initial costs for these vehicles are winning over consumers as gas-based cars, and gasoline prices as a whole, climb. Mansi then explains how the rise of autonomous vehicles from companies like Tesla...

Tyler Herriage says his thesis on the bull market has not changed and argues he would "raise our price targets" from here." He says the Nasdaq-100 (NDX) will hit 50,000 by 2030. His argument lies in AI and small caps playing a large part in that rally. Tyler adds that an interest rate hike and the U.S.-Iran war won't damper his bull case, as he believes both will cool down withi...

Brinker (EAT) shows that its Chili's turnaround story is working, according to Northcoast Research. Diane King Hall explains why the company's flagship name is worthy of a stock upgrade. On Holding (ONON) rallied at the opening bell after saying it expects to see high-teens revenue growth through 2029. Diane adds that AutoZone (AZO) got a post-earnings boost Tuesday morning.

Crypto winter is over, says Tommaso Mancuso. He explains how the latest headlines lifted Bitcoin above $86,000 even after the Clarity Act failed a key Senate vote. Tommaso is bullish that continued institutional investments will build strong support in Bitcoin and lead to a volatile rally in it and other crypto assets.

The macro set-up is "extremely attractive for stocks," says Kevin Hincks, who points to crude oil near $90 and a pullback in the 10-year Treasury yield helping bullish sentiment. He adds that the Mag 7 reclaiming market leadership offers a boost of confidence. While market breadth has waned in the rally, Kevin believes it will improve so long as tech maintains the strength. Sticking with...

KB Home (KBH) has been an underperformer even in a sector that has struggled in recent months, according to Rick Ducat. He compares the stock to its peers just ahead of the company's earnings following Tuesday's close. Rick then outlines key levels to watch in the stock chart and offers an example options trade for KB Home.

Mario Payne doesn't believe Monday's rally is a head fake. He tells investors to stay firm in their investment plan and brace for coming headwinds that will lead to eventual tailwinds. Turning to the AI trade, Mario divides companies in the "check writers" and "check cashers," urging investors to search for the latter as hyperscalers up CapEx. He makes the case that the...

Crypto winter is over, says Tommaso Mancuso. He explains how the latest headlines lifted Bitcoin above $86,000 even after the Clarity Act failed a key Senate vote. Tommaso is bullish that continued institutional investments will build strong support in Bitcoin and lead to a volatile rally in it and other crypto assets.

Investors are beginning to nibble on shares of Brinker (EAT) as Northcoast Research upgrades the stock. Ben Watson of Charles Schwab shows how bulls are beginning to build new support for Chili's parent company when examining the 10-day chart. He then shows key levels to watch in Brinker's one-year price action.

Crude oil tapped levels just below $90 ahead of Tuesday's opening bell, something Kevin Green sees giving stocks some relief on the macro front. He discusses the recent headlines backing moves in the commodity and what investors can expect in greater price action for the session. KG turns to Meta Platforms (META) and its Muse AI-led rally that sent shares to October 2025 highs. Also on his rad...

Meta Platforms (META) hit October 2025 highs as its Muse AI agent impresses audiences and investors alike. AMD Inc. (AMD) hit $1 trillion in market cap after it, Intel (INTC), and Arm (ARM) surged thanks to part to Meta's rally. Warner Bros. Discovery (WBD) and Paramount Skydance shares ran higher after Paramount reached a settlement in a lawsuit targeting the merger. Sam Vadas carries investo...

Eli Lilly (LLY) is gaining speed in capturing the GLP-1 craze as Novo (NVO) continues to struggle in catching a bullish bid. Meanwhile, the U.S.-China summit begins with President Trump and China President Xi Jinping poised to meet on Thursday. Sam Vadas takes investors through her top takeaways to start the trading week. ======== Schwab Network ======== Empowering every investor and trader, every...

Shawn Snyder sees AI CapEx spending normalizing from hyper growth to a more sustainable pace, with Meta Platform's (META) Muse AI agent showing the industry can monetize its investment. He highlights a strong correlation between oil prices and Treasury yields as a key market driver, and watches whether retail gas and diesel prices will sway the midterm election. Snyder expects the Fed to hike...

Ryan Detrick sees a surprise September rally pushing the S&P 500 (SPX) toward new highs after weeks of consolidation, with the Roundhill Magnificent Seven ETF (MAGS) nearing all-time highs and large cap tech staging a real comeback. He argues the Fed isn't as hawkish as the market fears, taking the under on rate hikes, and expects October and November to be historically strong in a midterm...

Strive CEO Matt Cole says the bottom for Bitcoin is in, "but make no mistake," there will be volatility on the road back to all-time highs and beyond. He makes the case the cryptocurrency will achieve 50% compound annual growth rate per year now through 2030. Matt offers more insight into his bull case by talking about dynamics in the U.S. dollar and AI play in the crypto space. As for i...

Josh Olszewicz breaks down the TRXS ETF, which looks beyond Bitcoin and Ethereum to digital assets like the Tron network that power stablecoin transactions globally. He highlights Tron's dominance in Tether circulation and expects stablecoin growth to continue as crypto liquidity returns. Olszewicz also sees lesser-known networks like Solana and Litecoin poised to shine with the rise of tokeni...

Charles Schwab's Kevin Horner sees the S&P 500 (SPX) pushing toward new highs, with 7,820 as the key level to clear before targeting 7,890 and 8,000. He highlights KLA Corp (KLAC) as a semiconductor name finding support at its 200-day moving average with a potential rebound to 192. Horner also likes Nvidia (NVDA), which has broken its downtrend, consolidated, and is now challenging 235 as...

Five days following the Fed's decision to raise interest rates by 25 bps, Stephen Biggar believes that Fed Chair Kevin Warsh's hawkish tone is a signal for a steeper hike cycle. That said, he remains bullish on big banks and lists JPMorgan Chase (JPM), Morgan Stanley (MS), and Goldman Sachs (GS) as stock picks. Dory Wiley argues Warsh "had no choice" but to hike rates and makes t...

Paul Meeks sees IBM Corp. (IBM) as a potential quantum computing leader, but warns that payoff may be years away and its AI story is net neutral at best. He prefers AI infrastructure plays like neocloud CoreWeave (CRWV) and AI co-location company Applied Digital (APLD), expecting data center spending to stay hot through the end of the decade. Meeks remains skeptical of legacy enterprise software n...

"This latest move up today shows there is additional blue sky" for AI chips, says Futurum's Brendan Burke. Even after Anthropic and OpenAI leaders expressed concerns of AI developing too fast, he believes the AI trade will not slow down. Micron (MU), SanDisk (SNDK), and other AI memory names surged as memory chip shortages presented a strong bottleneck, though Brendan points to energ...

LikeFolio's Landon Swan sees strong consumer demand for TJX (TJX) and off-price retail as shoppers trade down and embrace the treasure hunt at TJ Maxx and Marshalls. He argues the stock's recent stumble came down to execution, not demand, leaving shares looking undervalued. Swan points to Ross Stores (ROST) as the leader on pure demand tailwinds, while noting a fickle retail environment wh...

How much worse can gasoline prices get? It's the question that's always shifting for GasBuddy's Patrick De Haan, and as of Monday, he believes a shift in tone from President Trump will bring prices down. Refining capacity is the sticking point Patrick believes will serve as a lasting headwind for those seeking a cooldown in crude's price action. Rob Thummel adds that record-high di...

A push for stronger AI regulation is something Tiernan Ray doesn't see happening in the near-term. "So much of this technology is shared" to the point that a global reassessment of AI development speed is becoming more unlikely. Tiernan does see cybersecurity names like CrowdStrike (CRWD), Okta Inc. (OKTA), and Palo Alto Networks (PANW) benefitting from the software risks AI creates....

Marley Kayden and Rick Ducat tackle today's Big 3 by highlighting three stocks surging to the upside on Monday's trading session. Marley talks about the AI-tied headlines behind AMD Inc. (AMD), Intel (INTC), and Arm (ARM). Rick Ducat offers his technical analysis on all three stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...