
Schwab Network
11,648 episodes — Page 83 of 233

The Big 3: GCT, AVGO, KSS
StocksToTrade's Tim Bohen says his fundamental market view hasn't changed: tech is here to stay and the underlying support for fundamentals are intact. As for today's Big 3, he points to a growing quantum opportunity in GigaCloud Technology (GCT), Broadcom (AVGO) recapturing bullish momentum amid a shaky A.I. trade, and Kohl's (KSS) rebound in a mixed retail space. Rick Ducat takes traders through the stock charts and shows key levels to watch.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Valuation Hits Costco's Multi-Year Rally & COST Options Trade
George Tsilis notes Costco's (COST) impressive run over the last few years now faces questions when it comes to valuation. He goes over the retail giant's financial fundamentals to explain how its balance sheet stacks up to the current stock price. George later offers an example options trade for Costco. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Sam Miller on How to Determine AI Winners vs Losers
Sam Miller thinks the AI trade will begin to specify instead of staying as a “tide that lifts all boats.” He’s looking at company ROI, capital spending, and revenue growth to determine winners vs losers. Sam also digs into healthcare, which “has room to run” in 2026; he likes Eli Lilly (LLY) and Thermo-Fisher (TMO) among others.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Wells: Credit Application Rejections Rising to 25%
“Let’s see if we can finish strong” at the end of the year, says Andrew Wells. He looks at the overall picture and focuses on consumer credit and spending ability. He notes that credit rejections have gone up to 25%, arguing that while people want to spend, the banking sector is becoming more cautious. He thinks this is part of why the Fed feels pressure to cut rates. Inflation is “probably the big risk factor” for 2026.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

ORCL Debt Mounts in OpenAI Data Center Buildout, Volatility Ramps with Risk
Oracle (ORCL) will take on $38 billion more in debt if its latest financial offering comes to fruition. As Marley Kayden explains, the company is taking on several loans worth stunning amounts of cash to finance OpenAI data centers. As Oracle continues to increase A.I. spending, so will volatility around the stock. Dan Deming offers an example options trade for Oracle. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

FOMC Rate Expectations & Earnings Strength Highlight Cautious Bull Run
To round out the holiday week, Charles Schwab's Joe Mazzola considers the broadening activity in markets heathy for the long-term but remains cautious. Expectations of a FOMC interest rate cut in December is something he sees setting up a volatile scenario as market dynamics shift. Joe says fundamentals will be the ultimate driver for markets, citing positive earnings momentum as a buoy for bulls. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

K-Shaped Economy & Jobs Picture Role in Retail Deal Boost
Growing cost consciousness is a key reason why retailers are offering more deals more frequently, says Shelly Antoniewicz. She explains how a "K-shaped economy" and the record government shutdown factor into consumer consideration for prices. Don't discount the jobs picture either, says Shelly, as she makes the case that a softening labor front plays into retail skittishness. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

"Impressive" 2025: Seasonal Trends & FOMC Outlook Keep Bulls Running
Alex Coffey analyzes the recent market volatility and recent cooldown seen in this week's trading sessions. He compares the price action with seasonal measures to highlight why this year is "impressive" compared to the past. As Alex explains, boosted expectations for an interest rate cut in December only adds momentum. A rotation from A.I. and high-flying tech stocks into underappreciated sectors added muscle to the broad market, another factor Alex considers healthy for trade. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

ORCL Slides on $38B OpenAI Loan, ANF's Rally & FIVE Price Target Hike
Oracle (ORCL) saw a stunning run following September's earnings report but fell more than 40% since hitting all-time highs. George Tsilis explains how a $38 billion loan to build OpenAI data centers added to losses on Friday and why it creates more concerns around A.I. spending. Retail stocks gained attention too, seen in Abercrombie & Fitch's (ANF) 30% run in the last five trading sessions, and Five Below's (FIVE) price target hike from UBS ahead of earnings. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Sarah Henry: Agentic AI Will Expose Retail ‘Haves and Have Nots’
Sarah Henry calls it “a very exciting time in retail,” highlighting frictionless AI shopping. “Agentic AI is going to predict what you’re going to buy, and what you want to buy,” she says, arguing that it will really expose the “haves and have nots” in the sector. She likes Walmart (WMT), highlighting its “incredible quarter” and how it continues to move into technology. For holiday shopping, she expects computers, smartphones, and tech devices to be big this year. She is also seeing an uptick in “affordable indulgences” in the younger generation who are priced out of major purchases like homes.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Bohen: 2026 A.I. Trade to "Make 2025 Look Like a Joke," GOOGL Favorite
StocksToTrade's Tim Bohen joins Schwab Network ahead of Black Friday's opening bell to explain how traders can take advantage of volatility. He sees all of the pullbacks in A.I. stocks as strong buying opportunities, believing 2026's A.I. trade will "make 2025 look like a joke." Tim's favorite stock moving forward is Alphabet (GOOGL) and makes the case that Alphabet's strength won't weaken Nvidia (NVDA). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Case for GOOGL & NVDA Rallies Ahead, Bracing for More Dovish FOMC
Phil Rosen believes the recent tech sell-off has been overblown and creates new buying opportunities for investors. As for the TPU and GPU discussions surrounding Alphabet (GOOGL) and Nvidia (NVDA), he sees both companies continuing to prosper for the foreseeable future. Phil tells investors to brace for a Santa Claus rally as he sees many headwinds behind markets. He also sees a more dovish FOMC once Jerome Powell leaves his position as Fed chair. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Options Corner: CRM's 2025 Slump
2025 is a year many Salesforce (CRM) investors wish to forget, as Rick Ducat highlights the stock's stark downslide through technical analysis. He shows how bearish trends overtook the software giant and highlights what needs to happen for shares to set up a rebound. Rick also analyzes the options front and offers an example options trade for Salesforce ahead of earnings next week. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

GOOGL Rally "Long Overdue," Gemini 3.0 & Cloud's Long-Term Prospects
CFRA's Angelo Zino believes Alphabet's (GOOGL) recent rally has been "long overdue." He credits the company's tech execution for the huge upside surge it saw in recent weeks, noting the potential Gemini 3.0 and Google Cloud has to the A.I. trade. Angelo considers Berkshire Hathaway's (BRK/B) investment into Alphabet validation for the Mag 7 giant's future prospects. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Consumer Bifurcation Forming, Volatility Curb Set-Up for Santa Calus Rally?
Futures experienced a halt in trading for Friday, though Tom White notes a curb in volatility as the bigger story investors should keep in mind. He adds that investors appear to be rotating into "beaten down" sectors like healthcare, showing the market pulse has stayed strong. What has raised yellow flags for Tom: a bifurcation between consumer sentiment and spending. He points to Costco (COST) as a retail bellwether. As for the A.I. trade, Tom touches on Oracle's (ORCL) "red flag" in its $38 billion loan for OpenAI data centers, ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Chart of the Day: DDS Price Target Hike on Black Friday
Charles Schwab's Kevin Horner turns to the technical front for Dillard's (DDS) stock chart as Black Friday kicks off in the U.S. The retail company also got a boost from JPMorgan with a price target hike. Kevin takes traders through his key levels to watch as Dillard's stock experiences consolidation following a strong uptrend. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Michael Green's CPI Criticism, FOMC December Views & "Valley of Death"
Beyond moves happening on the stock front, Michael Green offers his perspective on the FOMC and potential rate cuts in December and beyond. When it comes to measuring inflation, he says the CPI has problems that don't paint the whole story for investors. Michael later explains the "valley of death" he sees plaguing consumers. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Philanthropy Beyond Charity: Leveraging Talent for the Common Good
John Studzinski discusses his book "A Talent for Giving," which aims to inspire individuals to engage in everyday philanthropy. He distinguishes between charity and philanthropy, advocating for a more active role in addressing societal issues. Studzinski highlights the importance of leveraging personal talents, not just financial resources, and the power of mentorship. He also touches upon the implications of artificial intelligence, particularly "digital exclusion," and its impact on the common good.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Tech Corner: NVDA A.I. Dominance
Looking for an extra serving of A.I. insights this Thanksgiving holiday? George Tsilis dives deep into Nvidia (NVDA) and the A.I. chipmaker's stronghold position in that domain. From its Blackwell chip to its expansive distribution across multiple industries, George checks out the fundamental catalysts driving Nvidia up more than 100% from its 52-week lows. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Wednesday's Final Takeaways: Shopping, Turkey, Thanksgiving Holiday
It's a Thanksgiving-themed edition of Final Takeaways with Sam and Marley. Investors and traders will get the opportunity to reflect on the trading year to date, including this week's surge in retailer stocks ahead of Black Friday and Cyber Monday. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Industrial Sector Investing Outlook: DE, LMT, SIEGY, HTHIY
James Demmert joins Market on Close to discuss John Deere's parent company and the state of industrial companies with exposure to the agriculture business. Deere (DE) reported a top-and-bottom line earnings beat, but shares slid on lackluster guidance and potential tariff-induced cost pressures impacting its international business. James is looking to other areas within the industrial group such as defense and names like Lockheed Martin (LMT). Internationally, he's added Siemens (SIEGY) and Hitachi (HTHIY) to his watch list. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Redfin’s Fairweather on Why Unsold Properties are Leaving the Housing Market
Daryl Fairweather of Redfin is seeing more properties coming off the market because homeowners are asking for more than buyers are willing to pay. Low mortgage rates also make sale alternatives like renting to others appealing. However, it does heavily depend on location, with more homeowners giving up in Florida and Texas. Daryl also compares renting vs buying a condo in the current environment.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In ‘Third or Fourth’ Inning of AI Capex Spend
Dustin Reid digs into today’s flurry of economic data, highlighting strength in Durable Goods and GDP and weakness in the labor market. He thinks the market is waiting “for a shoe to drop” either way. He thinks the Fed will be “on hold” after one more cut, whether it comes in December or not. Dustin shares his view of the bond market and potential fixed-income strategies ahead of a “challenging” 2026. He believes we are in the “third or fourth inning” of AI capex spend, and we could hit the end by late next year.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Zscaler (ZS) Drops After Earnings, But Mitch Ashley Sees Upside
Mitch Ashley believes Zscaler (ZS) is aligned with five key cybersecurity trends. The stock dropped over 10% after earnings, but he argues that it is positioning well for the world of AI. “It wasn’t a bad announcement,” he says of the earnings, but notes disappointing EPS and profits. Mitch also dips into “platform telemetry” and AI defense, explaining how this world is evolving. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

AI Bubble Indicators and Opportunities in the ‘Picks & Shovels’
Noah Hamman explains why he likes some AI “picks and shovels” stocks, highlighting the HVAC ETF among others. On crypto, he thinks that Bitcoin believers should buy in at these lower prices if they are sure of the fundamentals and its importance to the future. One of his top holdings is Amphenol (APH), also part of the “picks and shovels.”======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Using Futures Products to Diversify Portfolios: Crude, Cocoa, Coffee
Ted Parkhill is not worried about market volatility, and in fact thinks investors should be worried about a lack of volatility. “We have great exposure to global equities right now,” he says, highlighting several international markets. Ted is also short crude oil, not seeing a lot of strength and potentially further downside. He’s also long coffee, and short cocoa. You want exposure to these markets, he tells investors: “that’s the trick.”======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Dan Ives: "Nvidia's World, Everyone Else is Paying Rent"
Dan Ives is back on The Watch List with Nicole Petallides to settle the Alphabet/Google (GOOGL) vs Nvidia (NVDA) debate. His team estimates that for every $1 spent on Nvidia, there is an $8-$10 multiplier across the rest of the tech ecosystem. Dan adds that it's "Nvidia's world, but everyone else is paying rent in the A.I. revolution." He adds this revolution is being built on one chip: Nvidia's. Dan later addresses other table-pound names to own: Microsoft (MSFT) and Oracle (ORCL). He also lists Palantir (PLTR), Snowflake (SNOW), MongoDB (MDB), Nebius (NBIS), Palo Alto Networks (PANW) and CrowdStrike (CRWD) as second and third derivative winners in the A.I. trade. For 2026, Dan believes "there isn't a better name to own in the A.I. trade than Tesla (TSLA)."======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Under30: CleanSpark Pivot to Data Center Business Model
George Tsilis examines CleanSpark (CLSK) after earnings as the company begins to transition from a primarily bitcoin-mining operations outfit to become a data center compute power provider. He names IREN (IREN), Applied Digital (APLD) and others as representative of a broader trend in the crypto-mining space. George later compares bitcoin performance to CLSK and discusses the "commoditization" of compute power. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Holiday Travel Season Expectations: 22 Million Expected to Fly This Weekend
Lindsay Schwimer previews a busy holiday travel season, with 22 million airline seats expected to fly this weekend, including over 3 million just on Wednesday. “We’re seeing high demand,” she says, slightly higher than last year. She notes that there should be deals on trips on December 2 for travelers who haven’t bought tickets yet. Lindsay also gives other tips on finding cheaper trips.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Ca$htag$: ‘Everything Looks Rosy’ for Apple (AAPL)
Likefolio’s Landon Swan calls this a “key time of the year” for Apple (AAPL). The iPhone is doing “really well,” he says, projecting 10%-12% growth vs around 3% for other smartphones. He also looks at the performance of its other products, including Macs (tough comps), iPads & AirPods (doing fine), and the Apple Watch (showing negative growth). “Everything just looks so rosy…this is just a company that’s kicking butt.”======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Big 3: EBAY, WMT, META
Heading into the Thanksgiving holiday, Don Kaufman has filled his plate with 2 bearish trades with a side of a bullish consumer play. Don shares his downside example trade for Ebay (EBAY), before mapping out an upside Walmart (WMT) strategy. Don later demonstrates a bearish put vertical for Mag 7 name Meta Platforms (META). Rick Ducat examines the chart patterns formulating for all 3 stocks. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

A.I. Bubble Concerns Underneath GOOGL vs NVDA Battle
Samuel Kerr joins Marley Kayden to provide context to the public debate about a bubble in A.I. stocks. He addresses the underlying concerns expressed by investors using recent weeks to take profits, pointing to the steep selling action in Nvidia (NVDA) as an example. Samuel looks at the perceived battle lines drawn between Alphabet's Google (GOOGL) and Nvidia, citing notable investors like Warren Buffett, Peter Thiel and Michael Burry joining the fray. Later, Samuel paints a "worst case scenario" for A.I. and Crypto companies looking to IPO. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

DELL Earnings Breakdown: Transforming into a Key AI Player
Ron Westfall and Dan O’Brien break down Dell (DELL) earnings. Dan thinks “the story here is in the raised guidance,” and stresses the “insatiable” demand for AI infrastructure. “Really solid print, really solid guidance,” he adds. However, he notes some weakness on consumer PC demand. Ron says Dell is “really executing” and says the spotlight is on their ability to meet their own targets. He thinks the company can play both the infrastructure and consumer sides, though the former will be stronger. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Hill: Last Few Trading Weeks Technical-Driven, not Fundamental
Zachary Hill thinks the last few weeks of trading have been very technical-driven. “We’ve had a lot of positioning…in an illiquid time of the year,” as traders try to lock in gains, he says, arguing that the underlying fundamentals are still strong. He plans to broaden tech exposure in 2026 and covers the latest tech headlines. Zachary also is looking at international positions “predicated on a lower dollar.”======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

NextNRG (NXXT) CEO on Investing in Energy Generation and Energy Independence
Michael Farkas, CEO and founder of NextNRG (NXXT), explains how his company looks to provide energy independence to other companies and walks through their latest financials. He argues that “we need a lot more power produced” as the world continues to electrify: “if there are not massive investments made…the cost of electricity is going to go through the roof.” NXXT tends to deploy solar, and he sees nuclear as “problematic.”======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Sakraida: Deere Quarter "Wasn't Terrible"; Investors Focused on 2026 Outlook
Following the latest earnings report from Deere (DE), Jonathan Sakraida says it "wasn't terrible" but notes Wednesday's culprit behind its downside move is likely the company's outlook and tariff exposure. His firm has a Sell rating and a $400 price target for the agriculture machinery giant. Jonathan's tying in lower-commodity prices in grains that impact farmers' ability to turn a profit which in turn affects companies like Deere. On China, he says Brazilian soybean exports compete alongside the U.S. and that concerns remain with their ability to hold up its trade agreement. Later, Tom White plants the seeds for an example options trade using a neutral to bearish call vertical strategy.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Morning Trade: DELL
Marley Kayden gauges analyst reaction to the latest quarterly figures from Dell Technologies (DELL). Shares jumped after the company shared stronger than expected guidance, particularly for its A.I. server segment. Marley notes bullish commentary from the company's CEO on its A.I. growth as a potential catalyst for analyst price target changes. Charles Moon stops by with a bullish example trade for Dell.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jobless Claims Drop, A.I. Giants Battle for Leadership
Jobless claims hit a 7-month low, painting a less gloomy picture than recent data. Alex Coffey and Sam Vadas discuss the economic data and earnings picture facing investors headed into the end of November. Later, the duo highlight the ongoing battle for A.I. leadership surrounding Alphabet (GOOGL), Nvidia (NVDA), and Oracle (ORCL). The possibility of a significant market move is discussed, especially given geopolitical headlines impacting a thinly traded market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Andersen: Starting to See ‘Initial Cracks’ for NVDA, Market has ‘Fantasy’ of AI Capabilities
Peter Andersen has been holding Nvidia (NVDA) for over a decade and traces its journey from a gaming company to the leading AI chip company. He sold out of his position this summer in anticipation of a pullback. Peter thinks the underlying “fantasy” of AI, replacing the human mind, is “so wrong, so far-fetched.” He also thinks that data center demand might be over-hyped. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Michael Landsberg’s Picks: NEE, ENSG, ANET
“The real reason the market’s rallied is… [analysts] underestimated the power of corporate earnings,” argues Michael Landsberg. He’s worried about parts of AI, including profitless companies, as well as portfolio underexposure or overconcentration in particular names. His stock picks include NextEra Energy (NEE), citing dividend growth and “demographic story.” He also likes Ensign Group (ENSG) in healthcare, and Arista Networks (ANET), which he thinks is “in the bargain bin.”======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Peter Tuchman on NVDA, PLTR and the Bullish Case for a Year-End Rally
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 long tenure on the floor of the NYSE. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

ADSK Raises Guidance, WDAY Wobbles Despite Earnings Beat
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 multiple price target cuts from Stifel, RBC, Bernstein and TD Cowen. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

NYSE Earnings Reaction: DELL, HPQ, DE
"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 direction as the company cuts 6k jobs and looks to add more AI efficiency in its labor force. Deere shares are diving as outlook disappoints and the agriculture machinery business addresses tariff costs continuing into 2026.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Options Corner: ORCL Bullish Trade After Breakdown
"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, Tom White compiles an example options trade in Oracle. He uses a January strike date, using some duration to account for a possible rebound and illustrates a bullish call vertical strategy for ORCL.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Hesser: 'Reasonably Strong Economy' & 'Reasonably Healthy Consumer'
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. For the middle-to-lower income cohort, Van cites challenges in spending power. Van adds his thoughts on holiday shopping pointing to a "reasonably health consumer."======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

White: 'Headscratcher' NVDA Move, HPQ Earnings & Layoffs
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 out an earnings beat in its 4Q report. He notes the company underlining elevated memory prices impacting margins and the 6K job cuts announced alongside an A.I. productivity push. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Li Auto Earnings Recap & Crowded Chinese Premium EV Market
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 normalization in forward orders for Li Auto, saying it could take a few quarters for the company to "crawl out of this."======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Honing In On a Fed Chair Replacement?
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 potential candidate, citing Pres. Trump's desire to drive rates lower. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Alphabet (GOOGL) vs Nvidia (NVDA) vs Old Tech Rivalries
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. However, Russell thinks that Black Friday could disappoint retailers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Tuesday's Final Takeaways: Consumer Confidence Slips & International Movers
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://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about