Schwab Market Update Audio

After Ugly Tech Reversal, Sentiment Data Awaited

21 Nov 2025

Contributed by Lukas

Thursday's rally-killing plunge submerged AI stocks and sent the S&P 500 to 2-month lows. Sentiment data loom as major indexes and cryptocurrencies st...

Nvidia Tops Consensus, Investors Await Jobs Data

20 Nov 2025

Contributed by Lukas

Nvidia initially rose overnight after reporting a 62% year-over-year revenue rise and exceeding consensus on earnings and guidance. September jobs dat...

Nvidia, Target, Fed Minutes Ahead After 4-Day Drop

19 Nov 2025

Contributed by Lukas

Nvidia results loom after the longest S&P 500 losing streak since August. Crypto rebounded late Tuesday but mega caps sank. Lowes, Target, and Fed min...

Crypto, AI Hit as Market Buckles Ahead of Nvidia

18 Nov 2025

Contributed by Lukas

Resurgent credit worries along with AI caution and falling rate cut odds stalk the market ahead of Home Depot today and Nvidia tomorrow. Stocks hit a ...

Nvidia, Retail Earnings and Jobs Report Ahead

17 Nov 2025

Contributed by Lukas

A busy week includes Nvidia earnings Wednesday, September jobs data Thursday, and a full shopping cart of retail earnings reports. Rate cut odds are d...

After Worst Day in Month, Tech Limps Into Weekend

14 Nov 2025

Contributed by Lukas

Stocks fell sharply Thursday, with tech among the hardest hit as AI valuations again got questioned and rate cut odds got pinched. Fed speakers today ...

Disney Up Next Following Firm Cisco Results

13 Nov 2025

Contributed by Lukas

Disney's results could give insight into consumer entertainment spending. This follows a firm outing from Cisco and comes as investors eye D.C. for a ...

Data Picture Still Foggy as Shutdown's End Awaited

12 Nov 2025

Contributed by Lukas

Stocks are up this week as investors await a House vote to end the shutdown. Today brings Cisco earnings, followed by Disney tomorrow. Nvidia is in fo...

Gov. Shutdown Nears End, Fed Speakers In-Focus

11 Nov 2025

Contributed by Lukas

Markets eye a potential end to the government shutdown while turning attention to a busy week of Fed speakers, with investors looking for clues on the...

Tech Earnings, Disney, Treasury Auctions in Focus

10 Nov 2025

Contributed by Lukas

After a week dominated by worries over the shutdown and AI valuations, investors face Treasury auctions, Disney results, and a handful  of reports fr...

After an AI Sell-Off, Market Awaits Sentiment News

07 Nov 2025

Contributed by Lukas

Thursday's AI-driven sell-off was the third big drop for the Nasdaq over the last month and suggests speculative and momentum trading losing steam. Co...

Jobs Data Ahead as Qualcomm, Arm Results Mulled

06 Nov 2025

Contributed by Lukas

Investors await job cuts data and scrutinize results from Qualcomm, Arm Holdings, and DoorDash. Stocks bounced yesterday as the Supreme Court heard ta...

Jobs Data Follows Tech Selloff as Sentiment Dips

05 Nov 2025

Contributed by Lukas

Today features a look at October hiring, along with McDonald's and DoorDash earnings, as the Supreme Court hears arguments on tariff policy after Tues...

Palantir Tops Estimates As AMD, Jobs Data Awaited

04 Nov 2025

Contributed by Lukas

Palantir topped consensus estimates and investors await Advanced Micro Devices after today's close. Chip stocks keep rallying, but breadth is narrowin...

Earnings In-Focus Amid Economic Data Delays

03 Nov 2025

Contributed by Lukas

Investors will shift focus to another packed week of corporate earnings and a light lineup of economic data while they continue to digest the latest F...

Amazon, Apple Results Eyed After Risk-off Session

31 Oct 2025

Contributed by Lukas

Strong results from Amazon and a decent showing from Apple are in the spotlight after risk-off sentiment, big losses for Meta, and weak chip stocks to...

Mega Cap Results, Fed Cut Digested with Apple Next

30 Oct 2025

Contributed by Lukas

Fed Chairman Powell's hawkish rate talk cooled Wednesday's rally, and two of the three mega caps saw shares fall despite exceeding consensus. Apple an...

Mega Caps Step to Plate, Fed Rate Cut Seen Likely

29 Oct 2025

Contributed by Lukas

Alphabet, Microsoft, and Meta Platforms report after the close with all eyes on AI spending trends. The Fed is expected to cut rates 25 basis points, ...

Fed Meeting, Mega Caps Loom With Stocks at Records

28 Oct 2025

Contributed by Lukas

Stocks hit record highs Monday on hopes for a trade deal with China. The Fed begins meeting today and investors await consumer confidence and earnings...

Fed, Mega Caps, China Dominate Action-Packed Week

27 Oct 2025

Contributed by Lukas

This week offers something for everyone including a Fed meeting, five mega cap reports, and China trade talks. Mega cap results might have the most im...

Data Diet to Pause: CPI Next Amid Trade Optimism

24 Oct 2025

Contributed by Lukas

A long gap in government data pauses briefly today with September CPI. Analysts see 0.4% growth, unchanged from August. Trade optimism grew ahead of T...

Tesla Posts Mixed Results, Speculative Fervor Ebbs

23 Oct 2025

Contributed by Lukas

Tesla's profit missed estimates, but revenue looked firm. Tech is coming off a day where it got hit by risk-off trading after soft earnings data. Tomo...

Netflix Misses Estimates, Tesla in Pole Position

22 Oct 2025

Contributed by Lukas

Netflix, with earnings that often set the tone, fell sharply after bottom-line growth fell short due to a one-time issue. Tesla rolls out of the garag...

Market Awaits Netflix, Lockheed amid Data Outage

21 Oct 2025

Contributed by Lukas

The long government shutdown keeps data from crossing the wire, but investors can get a sense of the economy's performance today from consumer names l...

Bank Results, Key Data on Way After Turbulent Week

20 Oct 2025

Contributed by Lukas

Major indexes rose last week despite volatility amid new concerns about credit. Bank results early this week precede Tesla and Netflix. Friday brings ...

Regional Bank Earnings, Volatility in Spotlight

17 Oct 2025

Contributed by Lukas

Several regional banks report after the sector dove on credit fear. Volatility hit 5-month highs and yields made 6-month lows, with China and the shut...

Trade, D.C., Keep Stocks on Edge Despite Earnings

16 Oct 2025

Contributed by Lukas

Volatility remains elevated even with a strong initial batch of earnings amid trade war concerns and lack of data. Taiwan Semiconductor and United Air...

Soybeans a New Trade War Front, Bank Results Due

15 Oct 2025

Contributed by Lukas

A Trump tweet ignited new concerns late Tuesday, this time about soybean exports. Investors await key semiconductor and bank results, but CPI is postp...

Big Bank Earnings Up Next Along with Powell Speech

14 Oct 2025

Contributed by Lukas

Big U.S. banks report this morning, followed by a Powell speech. Stocks rebounded Monday from the trade-driven sell off, and some U.S. data may be on ...

Picking Up the Pieces: Earnings Next After Selloff

13 Oct 2025

Contributed by Lukas

Friday's selloff, the worst since April, came on new tariff tremors with China. Investors now face bank earnings and a Powell speech Tuesday, but toda...

Sentiment Data Loom as Shutdown Fears Escalate

10 Oct 2025

Contributed by Lukas

As the shutdown persists, concern grows over the impact on inflation data and the October jobs report. Consumer sentiment is on tap, and earnings seas...

Delta and PepsiCo Earnings, Powell Remarks Ahead

09 Oct 2025

Contributed by Lukas

With the market coming off another record day, investors await Delta and PepsiCo along with remarks from Fed Chairman Powell. Fed minutes yesterday in...

Fed Minutes Today Before Powell, Earnings Tomorrow

08 Oct 2025

Contributed by Lukas

Investors await Fed minutes and a 10-year auction today with the government still shut and more data threatened. Tomorrow brings Powell remarks and ea...

Auctions, Fed Speakers Next with Tech Setting Pace

07 Oct 2025

Contributed by Lukas

Stocks, led by chips, hit new highs Monday despite the shutdown. Investors await several Fed speakers and Treasury auctions in coming days, and earnin...

Auctions, Fed Speakers, and Earnings Dominate Week

06 Oct 2025

Contributed by Lukas

Though the government remained closed as of this recording, the coming week features plenty of action including Treasury auctions and earnings from De...

Government Shutdown in Focus With Payrolls Delayed

03 Oct 2025

Contributed by Lukas

With September’s nonfarm payrolls data delayed, investors will be closely watching developments in Washington for insights into how long the governm...

Job Cuts News Eyed as Shutdown Delays Claims Data

02 Oct 2025

Contributed by Lukas

With initial weekly jobless claims likely delayed by the shutdown, investors await a private job cuts report. Wall Street hit records yesterday despit...

New Quarter Begins with Focus on D.C., Jobs Data

01 Oct 2025

Contributed by Lukas

Investors seem to be shaking off worries about troubles in Washington, and may focus on jobs and manufacturing data due today and tomorrow. Stocks are...

Uncertainty on Tap as Possible D.C. Shutdown Looms

30 Sep 2025

Contributed by Lukas

As Washington faces a midnight deadline to keep the government open, investors worry that key jobs data due later this week could be delayed, with a p...

Jobs, D.C. in Focus after Stocks Post Losing Week

29 Sep 2025

Contributed by Lukas

Jobs data, Fed speakers, Nike earnings and D.C. events are all on investors' minds heading into the new week. Though rate cut odds and stocks rose Fri...

Three Positives Result in Negative Stocks

26 Sep 2025

Contributed by Lukas

GDP, unemployment claims, and durable goods data all came in better than expected, changing expectations to the Fed rate cuts causing stocks to sell o...

Stocks Stagnate as AI Companies Consolidate

25 Sep 2025

Contributed by Lukas

Stock indexes retreated on Wednesday as AI tech companies settle lower. A weaker dollar could help multinational and foreign companies as the Fed navi...

Precious Metals Shine Despite Hawkish Fed

24 Sep 2025

Contributed by Lukas

Gold and silver have experienced large returns in 2025 and there are signs that they’ll continue. Bitcoin recently lost ground to gold, but seasonal...

Powell Up Next with Stocks at New AI-driven Highs

23 Sep 2025

Contributed by Lukas

Fed Chairman Powell gives a lunchtime speech on the economic outlook today after other policy makers sounded hawkish. Nvidia and Apple helped the mark...

Week Ahead Features Powell Speech, Inflation Data

22 Sep 2025

Contributed by Lukas

A speech by Fed Chairman Jerome Powell tomorrow on the economic outlook and Friday's PCE price data are highlights ahead. Micron and Costco both repor...

Options Expiration, BOJ Rate Decision on Tap

19 Sep 2025

Contributed by Lukas

After a tech- and rate-driven record close Thursday for small and large caps, today could see volatile trading as options expire. The Bank of Japan is...

Jobless Claims, Key Earnings Next After Rate Cut

18 Sep 2025

Contributed by Lukas

The quarter-point Fed rate cut yesterday didn't move markets much, but helped banks and some consumer firms. Today brings weekly jobless claims and ea...

Rate Cut Seen, Projections Awaited as Fed Looms

17 Sep 2025

Contributed by Lukas

Today's Fed meeting appears likely to bring a 25-basis point rate cut, the first since December. Rate and economic projections are also awaited, along...

Retail Sales Take Spotlight Ahead Of Fed Meeting

16 Sep 2025

Contributed by Lukas

Markets open with investors watching retail sales for clues about consumer strength while the Fed’s Wednesday policy meeting looms large.Important D...

Fed Decision, Economic Data Take Center Stage

15 Sep 2025

Contributed by Lukas

All eyes will be on the Federal Reserve this week, with investors hoping for a rate cut, and signs of more market-boosting cuts on the horizon.Importa...

Fed Rate Cut in Focus Despite Sticky CPI Report

12 Sep 2025

Contributed by Lukas

All three major market indexes hit record highs on Thursday despite a sticky CPI report. Investors are now focused on the Fed cuts next week, and toda...

CPI Next: Final Key Data Point Before Fed Decision

11 Sep 2025

Contributed by Lukas

After a benign PPI, this morning's CPI is the last big data news before next week's Fed decision. Stocks are at record highs after Oracle's massive ra...

PPI, Oracle Results, and Slower Job Gains in Focus

10 Sep 2025

Contributed by Lukas

August PPI could affect the Fed's decision next week, and Oracle missed on earnings but gave solid guidance, initially boosting shares. The BLS slashe...

Apple Event, Jobs Update, Oracle Precede PPI Data

09 Sep 2025

Contributed by Lukas

Oracle results, a jobs update, and Apple's event loom, but investors are focused on tomorrow's PPI. The last PPI far exceeded estimates, raising conce...

Inflation In-Focus After an Anemic Jobs Report

08 Sep 2025

Contributed by Lukas

After Friday’s nonfarm payrolls report spooked investors, all eyes will be on this week’s inflation data for evidence of a brewing, yet still mild...

Pondering Broadcom, Waiting for Payrolls

05 Sep 2025

Contributed by Lukas

Investors looking for signs of labor market softness to confirm imminent Fed rate cuts will be focused on the long-awaited nonfarm payrolls report Fri...

Labor Market Softness, Broadcom Earnings In Focus

04 Sep 2025

Contributed by Lukas

After a weak JOLTS reading, investors will be closely watching today's jobs data for signs of softness as rate cut expectations continue to rise.Impor...

Job Openings, Salesforce Next Amid Tariff Concerns

03 Sep 2025

Contributed by Lukas

Though today's focus could be on job openings data early and Salesforce results late, tariff-related uncertainty remains a factor and markets stumbled...

September Dawns with Jobs, Tech Results in View

02 Sep 2025

Contributed by Lukas

The shortened week is long on data with today's ISM Manufacturing report, tomorrow's JOLTS, and Friday's nonfarm payrolls. Salesforce and Broadcom res...

Market Awaits PCE, Fed’s Favorite Inflation Gauge

29 Aug 2025

Contributed by Lukas

All eyes will be on the PCE price index today as investors look for evidence that inflation has cooled enough for the Federal Reserve to cut rates. I...

Nvidia Tops Estimates Despite Miss in Key Business

28 Aug 2025

Contributed by Lukas

Nvidia's results late Wednesday likely set the stage. The firm topped earnings and revenue estimates, but data center fell short. Shares of the firm i...

Nvidia Results Awaited and Could Have Broad Impact

27 Aug 2025

Contributed by Lukas

As Nvidia reports later, AI demand and any color executives can provide on China sales loom large. Stocks closed near record highs yesterday despite F...

Market Awaits Key Catalysts, Pauses After Rally

26 Aug 2025

Contributed by Lukas

Friday's Fed-fueled rally lasted one day. Stocks limp into Tuesday after starting the week in a slump amid rising yields and a lack of positive news. ...

Nvidia, Inflation Data, Auctions Highlight Week

25 Aug 2025

Contributed by Lukas

Nvidia earnings on Wednesday and PCE inflation on Friday could determine Wall Street's path in coming days, along with several Treasury auctions. Powe...

Powell on Tap After Fifth Straight Lower Session

22 Aug 2025

Contributed by Lukas

The S&P 500 is down five sessions in a row as data hints at inflation and hopes for a September rate cut fall. Powell talks at 10 a.m. ET, but it's un...

Walmart Next as Fed's Jackson Hole Summit Starts

21 Aug 2025

Contributed by Lukas

Walmart's earnings could be a good barometer of tariffs' impact after a solid day for staples stocks Wednesday. The Fed's Jackson Hole summit begins w...

Target Results, Fed Minutes Follow Tech's Hard Day

20 Aug 2025

Contributed by Lukas

After tech stocks fell in what seemed to be sector rotation Tuesday, investors await Lowe's and Target results along with Fed minutes ahead of Powell'...

Home Depot Kicks off Big Box Earnings, Fed Ahead

19 Aug 2025

Contributed by Lukas

Home Depot results start the big box parade, with Lowe's and Target tomorrow and Walmart Thursday. Investors also await Fed minutes tomorrow and Powel...

Fed's Jackson Hole Meeting Ahead as Data Slows

18 Aug 2025

Contributed by Lukas

This week features a slower data flow but reaches a crescendo Friday when Fed Chair Powell speaks from Jackson Hole. Retailers including Home Depot an...

Retail Sales Loom with Stocks on Edge After PPI

15 Aug 2025

Contributed by Lukas

A hot Producer Price Index (PPI) report yesterday raised new challenges for the Fed as inflation and jobs both seem troubled. Retail sales today spotl...

Investors Brace for PPI, Jobs Data After New Highs

14 Aug 2025

Contributed by Lukas

Wholesale price data and weekly jobless claims kick off the day after fresh new highs Wednesday. Falling Treasury yields have been a tailwind. Cisco e...

Catalysts Thin for Now as Cisco, PPI Data Awaited

13 Aug 2025

Contributed by Lukas

Cisco results due later today and July PPI data early tomorrow are key events ahead. Major indexes hit record highs Tuesday on hopes for rate cuts aft...

All Aboard for CPI: Inflation Data Could Set Tone

12 Aug 2025

Contributed by Lukas

Today's July CPI report could show if imported goods saw a blunter tariff impact after signs of that emerged in June. Yields might jump if the data co...

After Solid Week, July CPI and Trade Deadline Loom

11 Aug 2025

Contributed by Lukas

Last week featured records for the tech-heavy Nasdaq, along with S&P 500 strength. Today's calendar is light, but investors await tomorrow's tariff de...

Stocks Up for Week but Tariffs, Auctions Take Toll

08 Aug 2025

Contributed by Lukas

Wall Street nears the weekend with "buy the dip" still intact but rallies also being sold. Tariff pressure hit many stocks yesterday and yields rose o...

Tariff Deadline On Hand as Treasury Auctions Loom

07 Aug 2025

Contributed by Lukas

Treasury auctions could help set direction for yields and stocks, and tariffs hit imports from dozens of countries. Eli Lilly is a major earnings repo...

Consumer in Focus with Uber, McDonald's, Disney

06 Aug 2025

Contributed by Lukas

Three consumer giants report and Fed speakers loom with the S&P 500 down five of six sessions on job and tariff fears. Info tech fell Tuesday and the ...

Market bounces back, S&P breaks losing streak

05 Aug 2025

Contributed by Lukas

Stocks bounced back on Monday with leadership from mega-cap stocks and some merger and acquisition news. However, a couple secular indicators are flas...

Job Number Misses and Tariffs Prompt Selling

04 Aug 2025

Contributed by Lukas

New tariffs and missed expectations for the July nonfarm payrolls report, along with lower revisions for May and June, sent stocks Down. However, the ...

Digesting Apple and Amazon, Waiting for Payrolls

01 Aug 2025

Contributed by Lukas

Amazon and Apples' results are under scrutiny after a disappointing Thursday on Wall Street. The S&P 500 is on a 3-day losing streak going into today'...

Mulling Microsoft, Meta, and Fed Ahead of PCE Data

31 Jul 2025

Contributed by Lukas

Data and earnings accelerate today as investors digest better-than-forecast Microsoft and Meta results and the Fed's meeting. Apple and Amazon report ...

Fed Takes Center Stage Following Jobs, GDP Data

30 Jul 2025

Contributed by Lukas

Today's Fed meeting likely won't bring policy changes but could hint at a September cut. Investors also await today's GDP and ADP jobs data, and Micro...

Jobs, Confidence Data Next Amid Flurry of Earnings

29 Jul 2025

Contributed by Lukas

Job openings and consumer confidence loom as the Fed meeting begins and Boeing, Visa, and Starbucks report. Trade talks with China resume and the SPX ...

Fully Booked: Fed, Jobs Data, Mag 7 Results Loom

28 Jul 2025

Contributed by Lukas

A packed week starts with eyes on possible trade deals and Treasury auctions today before a Fed meeting, jobs data, and four "Magnificent 7" results b...

Catalysts Light Before Weekend After Record Highs

25 Jul 2025

Contributed by Lukas

Today and Monday are the calm before the storm as stocks approach next week's massive wall of data and earnings at record highs. Trade remains key as ...

Tesla, Alphabet Results Digested with ECB Awaited

24 Jul 2025

Contributed by Lukas

Alphabet beat expectations and also forecasted more capital spending. Tesla met consensus. The ECB is expected to stand pat on rates, and U.S. stocks ...

Market Mulls Chip Results, Awaits Alphabet, Tesla

23 Jul 2025

Contributed by Lukas

After reacting with disappointment to outlooks from Texas Instruments and another big chip company Tuesday, investors await this afternoon's earnings ...

Earnings Avalanche Ahead, but First Comes Powell

22 Jul 2025

Contributed by Lukas

Fed Chairman Powell speaks early but isn't expected to discuss rate policy. After that come results from defense and consumer firms, with chip giant T...

Central Bank Meetings and Mega-Cap Earnings Loom

21 Jul 2025

Contributed by Lukas

This week features earnings from major firms like Tesla and Alphabet, along with an ECB meeting. Last week saw record highs but the market struggled t...

Digesting Netflix Before Housing, Sentiment Data

18 Jul 2025

Contributed by Lukas

Netflix exceeded earnings expectations late Thursday after major indexes posted fresh all-time highs. Housing starts and consumer sentiment data appro...

Retail Sales, Netflix Next as Tariffs Stay in News

17 Jul 2025

Contributed by Lukas

As President Trump denied he’d fire Fed Chairman Powell and promised more tariff letters, investors await retail sales and Netflix earnings. Bank ea...

Day Two of Price Data, Bank Results Follows Slump

16 Jul 2025

Contributed by Lukas

Higher yields on worries of rate cut delays sank stocks yesterday despite better-than-expected bank earnings and in-line CPI. Today brings fresh bank ...

Tariffs Take Back Seat Ahead of CPI, Bank Results

15 Jul 2025

Contributed by Lukas

Though early affects of tariffs might show up in today's June CPI report, inflation data and bank earnings could dominate the day, keeping tariff poli...

Calm Before Storm: CPI, Bank Earnings Ahead

14 Jul 2025

Contributed by Lukas

Today offers little in terms of key data or earnings, but several large U.S. banks report early Tuesday and June consumer prices also bow then. Tariff...

Trade in Focus Ahead of Next Week's Data, Earnings

11 Jul 2025

Contributed by Lukas

With light earnings and data today, focus could be on tariffs. Stocks again set records Thursday but tech lost ground and the rally broadened. Nvidia'...

Delta Results, Jobless Claims, Fed Speaker Ahead

10 Jul 2025

Contributed by Lukas

After closing at or near record highs yesterday, Wall Street braces for Delta results and a Fed governor's speech. Fed minutes showed willingness to c...

Fed Minutes Ahead as Market Seeks Fresh Direction

09 Jul 2025

Contributed by Lukas

The week started on a slow note following the holiday with investors nervous about tariffs and the start of earnings. Fed minutes later today could pr...

Trade and Treasuries: Auctions, Tariffs in Focus

08 Jul 2025

Contributed by Lukas

A 3-year Treasury auction today and a 10-year note auction tomorrow, along with Wednesday's Fed minutes, could drive stocks after Monday's drop. Tarif...

Deadlines and Debt A Drag On Markets?

07 Jul 2025

Contributed by Lukas

Well-rested investors will try to build on last Thursday’s better-than-expected jobs report. However, Trump’s tariff deadline and national debt co...

June Jobs Data Awaited with Estimates Near 120,000

03 Jul 2025

Contributed by Lukas

Today's payrolls report dominates the scenery, with unemployment seen at 4.2%. Weak jobs growth might raise rate cut hopes but chances of one before f...