Schwab Network
10,862 episodes — Page 95 of 218
COST Falls After Earnings: “Nitpicks” in the Report
Jan Rogers Kniffen and David Bellinger break down Costco (COST) earnings. Jan believes that Costco is the second-best retailer, with Walmart (WMT) taking the crown. “They’re so solid…that you never see them make a mistake.” David has a few nitpicks in the report, including membership rates falling and the “mini-investment cycle” the company is going through. While it’s “operating very well,” he thinks its valuation means Costco needs to show more buzz.======== 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
The Impact of New Crypto Regulations: New ETFs
Bruno Sousa from Hashdex spotlights crypto ETFs, particularly NCIQ, which tracks the Hashdex Nasdaq Crypto Index. He calls it “basically the Nasdaq-100 of crypto.” With recent regulatory changes, he discusses how they’ve been able to add more types of crypto and how it navigates a volatile and quick-moving market. “You’re going to see a number of new crypto ETFs coming to market” from here, he adds.======== 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
The Big 3: WBD, INTC, BA
StocksToTrade's Tim Bohen highlights re-emerging American giants in today's Big 3. He notes why he sees bullish potential in Warner Bros. Discovery (WDB), Intel (INTC), and Boeing (BA) while discussing ways to trade each stock. Rick Ducat gives his technical take by showing key levels to watch on the charts.======== 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
Jed Ellerbroek’s Stock Picks & the Role of AI in Next Earnings Season
Jed Ellerbroek covers the role of AI in the markets, which he expects to be a “huge factor” in the upcoming earnings season. He looks at Nvidia’s (NVDA) stream of investments into AI companies, including its recent $100 billion partnership with OpenAI. “I think they’ve made some wonderful investments,” Jed says, including CoreWeave (CRWV). He also likes ServiceNow (NOW), arguing AI can “make their products better.” Other picks include Blackstone (BX), Amazon (AMZN), and more.======== 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
What August PCE Report Means for Fed Cuts
Ben Emons breaks down the August PCE report and analyzes the Fed’s rate cut path from here. Ben explains how financial markets add to PCE and why he expects two cuts. He thinks that markets could continue to make new highs but points to froth that is disrupting clarity. Right now, he’s watching regional banks.======== 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
Cash Burn Remains Long-Standing ORCL Headwind, TikTok Question Marks Linger
Paul Meeks isn't surprised to see a pullback in Oracle (ORCL), noting the stock's meteoric rise since its previous earnings. He explains his caution for investors, from the company's cash burn to question marks around its involvement in the TikTok deal. Alex Coffey takes investors to the options front through an example trade.======== 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 Reiterates Bullish TSLA A.I. Story with Street-High Price Target
It's no secret that Dan Ives has been a table pounder when it comes to Tesla (TSLA). He made that even clearer on Friday after he upped his price target on the Mag 7 stock to $600 from $500. Marley Kayden explains how the new target relies a lot on Tesla's future in A.I. and robotics. Dan Deming offers an example options trade for the stock.======== 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
"No Surprise" Good for PCE, Economic "Cracks" Still Show
An in-line PCE print is good for the big picture of markets, says Charles Schwab's Collin Martin. However, he says the "engine" of the economy still needs more juice before he raises a green flag for growth.======== 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
Walser: PCE Shows Intact Rate Cutting Cycle, A.I. Monetization Just Beginning
Rebecca Walser says there's "nothing in the data" from Friday's PCE suggesting that Fed Chair Jerome Powell needs to lean more dovish but adds that interest rate cuts are still on the table for the rest of the year. However, she highlights headwinds ahead for the FOMC as economic uncertainty persists. As for the A.I. narrative, Rebecca talks about how monetization is just starting to take shape and how investors need to stay alert to constant changes in the A.I. 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
INTC Continues Rally, MSFT "Top Pick" in Software, COST Beats
Intel (INTC) continued a run to the upside as the U.S. chipmaker seeks investments beyond U.S. borders. Morgan Stanley named Microsoft (MSFT) as a "top pick" in software. Costco (COST) face stock pressure even after posting an earnings beat. Diane King Hall takes investors through some of the biggest movers on the final morning of the trading 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 – 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
Wayne Kaufman’s Picks: TSM, STX, GOOGL
“I’m still very bullish,” Wayne Kaufman says, but thinks, “maybe we need some consolidation.” He looks at the massive AI spending, tracking enormous deals across the sector, and says to believe in a bubble right now means believing that the smartest people in the world are making a mistake. “We’re nowhere near” a repeat of 2000, he argues. TSM is one of his favorite stocks, and he also likes STX and GOOGL.======== 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
In-Line PCE Sparks Buying Action Ahead of Opening Bell
Kevin Hincks takes a closer look at the vastly in-line PCE report that shows progress against the inflation fight. He also touches on the latest tariffs from the Trump administration and the role national security plays in the big picture.======== 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
SPX Hovers Near Key Support, Pharmaceutical & Truck Tariffs Add Pressure
Pressure on markets has pushed the SPX closer to its 20-day SMA, which Kevin Green considers a critical level to hold bullish momentum. He also points to 100% tariffs on some imported drugs and, 25% tariffs on trucks, and 30% tariffs on furniture adding pressure for many stocks. There is progress on TikTok, however, as Kevin highlights the Trump-approved deal that links Oracle (ORCL) to the social media giant among other companies.======== 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
AVGO's A.I. Trade Role as Infrastructure Buildout Continues
Should Broadcom (AVGO) be added to the Mag 7, or should the Mag 7 be extended? Matt Tuttle makes the case for it, calling the stock a "must own" for investors. He sees the company playing a key role in the A.I. trade, though he warns that markets will eventually experience 2000-2002 tech volatility. Matt adds that the A.I. infrastructure will take time to build out despite seeing Broadcom as a key component in it.======== 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: MSFT Quiet Short-Term, Long-Term Shows Promise
Rachel Dashiell says she wouldn't be surprised to see Microsoft's (MSFT) stock hover near its current levels. She highlights short-term trends in the Mag 7 company's shares to explain her thesis. However, Rachel notes that Microsoft's reach in the SPX and NDX gives it potential to rally again.======== 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
Options Corner: BA Flies Higher on FAA Optimism
Boeing (BA) flew higher Friday morning on reports that it is expected to regain authority from the FAA when it comes to its 737 MAX Jets. Rick Ducat highlights key levels to watch when it comes to the charts and offers an example options trade for the airplane builder.======== 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
Silver: Brian Niccol's SBUX Turnaround Sees Long-Term Headwinds
Starbucks (SBUX) is firing 900 workers as a part of its restructuring plan for underperforming stores. Investopedia's Caleb Silver says CEO Brian Niccol's focus on the future hasn't worked yet, noting same-stores sales remaining on a decline paired with lackluster stock growth. Caleb points to upstarts like Dutch Bros. (BROS) and added pressure from well-established competitors creating more headwinds for Starbucks.======== 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
Stock Market Today: INTC Top SPX Performer, AMZN $2.5B Settlement, KMX 5-Year Low
Markets sold off for the third day in a row even after getting better-than-expected inflation and jobs data in the morning. Intel (INTC) managed to shine in the session on reports that it seeked investments from Apple (AAPL) and TSMC (TSM). Amazon (AMZN) traded lower after settling a lawsuit with the FTC, while Carmax (KMX) plunged to 5-year lows after earnings. Marley Kayden has more on the trading day's top stories.======== 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
From A.I. To TikTok: Oracle's Leap to Tech Prominence
Derrick Wood (TD Cowen) and Steven Dickens (HyperFRAME Research) join Diane King Hall for a wide-ranging look at Oracle (ORCL). The company's been busy this week announcing new leadership changes with a pair of co-CEOs replacing Safra Catz, before providing updates on its $500B Project Stargate endeavor with OpenAI. Derrick and Steven dissect the company's massive A.I. capex spending outlook and provide their thoughts on Oracle's connection to onshoring TikTok operations in the U.S.======== 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
Thursday's Final Thoughts: KMX & ORCL Plunge, LAC & Metals Soar
Reports of Intel (INTC) seeking investments from Apple (AAPL) and TSMC (TSM) took up a lot of oxygen in the markets Thursday, though Marley Kayden and Sam Vadas point out other movers under many investors' radars. They touch on Carmax's (KMX) multi-year low after earnings, Oracle's (ORCL) sell-off, and Lithium Americas (LAC) continued rally.======== 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
PCE Report in Line, Tariffs Loom: Inflation & Commodity Moves
Dan Deming expects August's PCE report to come in line with expectations, but warns that the full impact of tariffs on inflation may not yet be priced in. He notes that today's corporate profit data was a miss, but the consumer remains strong, with spending up 2.5% for the quarter. Deming also discusses the moves in the commodity space, particularly in gold and silver, which he believes could be a "canary in the coal mine" for potential market disruption.======== 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
Overlooked Stock: AMRC Gains Bullish Momentum in Renewable Energy Space
Ameresco (AMRC) rallied to 10-month highs after getting a new upgrade from Jefferies. As Alex Coffey touches on, it's just the one of multiple in recent weeks. Alex talks about how the company serves as a jack of all trades in the energy industry and shares commentary from analysts reflecting future optimism.======== 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
Quantum Breakthrough Boosts IBM, Inches Back Toward Record Highs
A quantum computing breakthrough gave IBM Corp. (IBM) a stock boost on Thursday. When it comes to its stock performance, Rick Ducat says the company is a laggard when you look long-term despite its strong 2025 performance. He highlights levels on the chart to watch as the legacy tech company makes a push back to record highs. Rick later turns to the options front for IBM.======== 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
ChargeScape CEO on EV Tax Credit Removal, Future of EV Space
ChargeScape CEO, Joseph Vellone, talks about how his company's electricity-sharing service for EVs. He later turns to the coming expiration of the EV tax credit and what it means for EV pricing in the future.======== 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
COST, TSLA, NVDA: Low Correlation in a Narrative-Driven Market
Kevin Davitt discusses the latest market trends. With Costco (COST) reporting earnings, he examines the relationship between the consumer giant's performance and the broader market. Davitt notes that the low correlation between stocks like COST, Tesla (TSLA), and Nvidia (NVDA) is at historic lows and attributes this to a narrative-driven market. He also points to the impact of retail investors, who have continued to buy the dip and have been rewarded, but notes that their high equity allocations and low cash on hand leave them vulnerable to a potential pullback.======== 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
Kodiak (KDK) CEO on Monetizing Autonomous Vehicles & A.I. Road Safety
On the day of the company's public debut, Kodiak (KDK) CEO Don Burnette highlights how his company is using autonomous tech on the road today. He talks about how the company is already getting autonomous vehicles into the hands of customers and ways the tech ensures safety on the road.======== 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
KBH Mixed Earnings: Homebuilders Face Headwinds, Eye Rebound
KBHome's (KBH) mixed earnings report, which beat expectations but lowered its full-year sales outlook, highlights the challenges facing the housing sector. Rising interest rates and inflated construction costs are pricing out many potential buyers, especially first-time homebuyers. However, despite these headwinds, some homebuilders like Lennar (LEN) are finding success with aggressive incentives and an asset-light business model. Frances Stacy and Morningstar's Brian Bernard discuss the sector's prospects, including the potential for a rebound if interest rates fall and the labor market remains strong.======== 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
BLDR, EXP, DG: Value Stocks Set for a Comeback
Kyle Bergacker shares his top stock picks, including Builders FirstSource (BLDR), Eagle Materials (EXP), and Dollar General (DG). While Bergacker expects growth stocks to continue outpacing value stocks in the near term, he believes the tide will turn in favor of value stocks like his picks going into next year, driven by the Fed's rate cuts and the benefits of floating-rate debt for small and mid-cap companies.======== 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
Bull Market Catalysts: Tech and Cyclical Stocks to Watch
Talley Leger believes the current bull market has room to run, despite recent pullbacks and concerns about rich valuations. Leger cites catalysts supporting the market, including better-than-expected economic data, easing trade policy uncertainty, and accommodative monetary policy. He also likes the tech sector, specifically Nvidia (NVDA) and Intel (INTC), citing their strong fundamentals and recent momentum. Other names on his list include Amazon (AMZN), Caterpillar (CAT), and JPMorgan Chase (JPM). Leger acknowledges potential near-term risks, such as government funding anxiety, but advises investors to buy into any weakness.======== 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
CIFR Slides from All-Time High After Securing $3B Fluidstack Deal
Cipher Mining (CIFR) reached a 10-year, $3 billion agreement with Fluidstack to enhance the company's data centers in Texas. Jeff Pierce adds that Cipher's connection to Alphabet (GOOGL) gives it more of an edge but points to a $800 million private offering of convertible notes as a potential reason for selling action off its all-time high.======== 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
COST Earnings: Strong Sales, Rising Valuation Concerns
Costco (COST) reports earnings after the bell today with revenue expected to top $86 billion, but one metric has some investors on edge: sentiment. Likefolio's Landon Swan joins the show to break down his firm's data, which shows web visits down 2 points year-over-year and negative sentiment creeping in, despite strong July sales. Swan attributes this disconnect to high expectations and valuation concerns, but remains bullish on the company's long-term 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 – 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: CLX, AEP, L
Jason Brown turns away from A.I. high-flyers and turns investor attention to three under the radar stocks where he sees significant upside potential. He points to a low-risk, high reward play in Clorox (CLX), American Electric Company's (AEP) rise as an A.I. electricity supplier, and Loews (L) as a multi-faceted insurance company. Jason offers example options trades for all three stocks while Rick Ducat turns to the techncial trends to watch in the charts.======== 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 and Beyond: Market Rotation and Crypto Opportunities
Luke Lloyd shares his take on the market, citing the AI theme as a key driver of growth. He believes the market is due for a rotation away from big tech names like Microsoft (MSFT) and Nvidia (NVDA) and into smaller, more unloved areas such as manufacturing, healthcare, and AI implementation stocks. Lloyd mentions companies like DOW, CONE, and ACN as potential beneficiaries of this trend. He's also bullish on the crypto space, particularly in stablecoins and web3 infrastructure plays like Circle, but advises caution on directly owning Bitcoin until it corrects 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 – 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
Flickinger: COST "Better Everything" Over Competitors, Consumers Top of Mind
Burt Flickinger believes Costco (COST) has a much wider moat compared to peers like Walmart (WMT) and Target (TGT). He adds that the company's cost-cutting measures will help levy tariff costs he expects Costco to pass onto vendors. Alex Coffey takes investors through the options front ahead of the company's earnings after hours Thursday.======== 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
Market "Churn" Good Long-Term, Mind "Speculative" Utility Plays
Cooper Howard with Charles Schwab says the latest round of economic data won't do anything to shift the FOMC's interest rate path. He says the recent prints show economic strength with pockets of weakness that warrant cuts. Joe Mazzola adds that "churn" markets are currently seeing are healthy for long-term outlook. He also notes what he considers "speculative" utilities plays like nuclear power companies and talks about his warning to investors.======== 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
INTC Seeks AAPL Investment as Massive 2025 Rally Continues
Marley Kayden turns to the latest on Intel (INTC) and reports of how it reached out to Apple (AAPL) for an investment deal. As Marley explains, the companies already had a history together. Joe Tigay offers an example options trade for the legacy chipmaker.======== 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
Navigating 'Wait and See' Market, Bull Case for RCL
Michael Sansoterra talks about the market taking a "wait and see" approach as investors take profits off the table Thursday. He talks about many of the macro indicators behind his case including a low-firing, low-hiring jobs market. Michael later turns to his stock picks, including in Royal Caribbean (RCL).======== 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
Existing Home Sales Better Than Expected, Watch Copper & Miners
Kevin Green continues to watch the housing market by highlighting the existing home sales report, which came in better than the Street's expectations. He also offers technical insight for metals by looking into copper futures and the floor that may be forming in the charts. Kevin tells investors to keep their eye on miners as well.======== 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
Gold 'Really Just Starting,' Role of Rate Cuts in Price
Quentin Mai says the growth drivers for gold "are very much intact." He goes in-depth on his bull case for a higher run, which includes more institutional investments and uncertainty fueling further breakouts. When it comes to the Fed's role in gold prices, Quentin doesn't see continuing rate cuts impacting 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 – 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
LULU Downgrade, KMX Earnings Slide, SBUX Layoffs
It could be a bumpy road ahead for Carmax (KMX), as Diane King Hall dives into the earnings miss the company posted after hours on Wednesday. Starbucks (SBUX) continues its restructuring initiatives through a round of layoffs targeting 900 workers. Diane later touches on a downgrade on Lululemon (LULU) from Needham as the stock continues to struggle following its latest 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
Navigating the 'Epic Bubble'
As the S&P 500 (SPX) and Nasdaq-100 (NDX) see their first down week in months, one investor believes we're still in the early stages of a bubble, similar to 1997's dotcom era. Joe Hegener joins Nicole Petallides to map out his case saying the only thing that could burst this bubble is a Fed rate hike, which he doesn't see happening soon. Instead, he expects the bubble to be fueled by potential rate cuts and fiscal stimulus. Joe's bullish on tech and A.I. in the short term but warns of a potential 20% drawdown and recommends a diversified portfolio with exposure to healthcare, cybersecurity, and biotech.======== 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
Markets Pull Back Despite "Good" GDP, Durable Goods & Jobless Claims Prints
GDP and durable goods orders showed signs of strength in the fight against inflation, while the latest jobless claims highlighted progress on the jobs front. Kevin Hincks considers the data strong but notes the market pullback ahead of the opening bell. The issue? Kevin attributes the selling action to comments made by Fed Chair Jerome Powell earlier this week. He tells investors to keep their ears open with more Fed speakers making comments Thursday.======== 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's Bullish Run
Oracle (ORCL) shares have risen 85% year to date as the company's massive importance to the overall A.I. infrastructure has lifted shares. Rick Ducat breaks down the current technical picture on its chart, saying there's a bull flag developing. He says $317 could act as a near-term resistance level with a confluence of technical indicators close to that mark. Later, Rick demonstrates an unbalanced call butterfly options trade in Oracle. He explains what makes this strategy bullish.======== 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
Growth vs Value, Fed vs Inflation, U.S. vs International
David Wagner says it's easy to chide the Fed but believes we've avoided any major financial stress. In the current investing landscape, he says bears sounds smart but bulls make money - and there's a lot of bears out there. David's not surprised by the current market resiliency and says it will take a long time for inflation to get back to 2%.======== 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
COST Earnings Preview: Membership Fees, Valuation vs Competitors
Arun Sundaram joins Morning Movers to preview Costco (COST) earnings which report after Thursday's close. He doesn't expect any surprises on revenue, but is looking for a membership fee revenue beat after the wholesaler increased its fees. Arun believes operating expenses will be the big wildcard after Costco extended the 1-hour early opening back in July for its Executive Members. He says investors could be wary of the company's valuation as it hovers below $1000 per share.======== 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
Chart of the Day: LULU
Looking at the last 20 trading days, Rachel Dashiell points to a "basing" pattern taking place and a slight rebound off of its post-earnings sell-off. She says there is some "repair" in the short term and looks at $189 as a potential resistance level to the upside. For a 1-year chart, Rachel says "there's a lot more to battle through." She's watching the $20-gap window to erase the downward move after earnings looking at $160-$180.======== 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
SPX Crucial Level, INTC Pursues AAPL Investment
Kevin Green says the S&P 500 (SPX) needs to hold the $6600 level on futures to maintain momentum. If not, he says investors could see a reversal of last week's gains. On the stock side of things, KG is watching Intel (INTC) as the chipmaker is reportedly seeking an investment from Apple (AAPL). Additionally, he's keeping an eye on Lithium Americas (LAC) following this week's surge on a potential U.S. government equity stake.======== 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
Coons: Tariffs 'Overstated,' Defense 'Overbought' & A.I. Here to Stay
Adam Coons maintains bullish optimism when it comes to the markets, saying that the reaction to tariffs is "overblown." If consumers take a hit when it comes to their wallets, Adam expects Americans to buy even if it comes down to purchasing cheaper alternatives. He urges investors to stay away from defense stocks after they've experienced massive rallies over recent months. On A.I., Adam says the trade is "overblown" but notes that hyperscalers remain attractive due to having many arms of profitability.======== 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
Crypto Corner: Bitcoin Rewards for Credit Cards?
Jenny Horne and Adam Lynch look at a few headlines hitting the crypto space this week. First, they chime in on Deutsche Bank's note suggesting Bitcoin could join Gold and the U.S. Dollar as a potential Central Bank asset by 2030. Then, they discuss the latest developments on Capitol Hill pertaining to digital assets legislation. Finally, Jenny and Adam look at a collaboration between Visa (V) and Stripe to create a new bitcoin-centric credit card for Fold Holdings (FLD). VIRTUAL CURRENCY-RELATED INVESTING INVOLVES A HIGH DEGREE OF RISK AND MAY NOT BE SUITABLE FOR ALL INVESTORS. INVESTORS MUST HAVE THE FINANCIAL ABILITY, SOPHISTICATION, EXPERIENCE AND WILLINGNESS TO BEAR THE RISKS OF AN INVESTMENT, AND A POTENTIAL TOTAL LOSS OF THEIR INVESTMENT.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Stock Market Today: BABA's Big A.I. Investment, AMZN Upgrade, LAC Doubles
Markets closed lower for a second day in a row with small caps taking the biggest hit. Chinese markets rallied strong thanks Alibaba's (BABA) 11-digit commitment it's making for A.I. infrastructure. Amazon (AMZN) traded lower despite an upgrade from Wells Fargo, while Lithium Americas (LAC) nearly doubled its stock price thanks to headlines from the Trump administration. Marley Kayden takes investors through the session.======== 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