Schwab Network
Episodes
How the Supreme Court Tariff Ruling Affects U.S. Dollar, Federal Deficit
23 Feb 2026
Contributed by Lukas
Thierry Wizman comments on President Trump’s newest tariff moves and the fallout from the Supreme Court ruling. “There doesn’t seem to be any le...
Midstream Energy Opportunities, Why Mexico & Canada Win on Tariff Ruling
23 Feb 2026
Contributed by Lukas
Brian Szytel thinks Mexico and Canada will both benefit from the Supreme Court overturning IEEPA tariffs and explains how investors should assess winn...
Bitcoin Back Below $65K & Crypto Headwinds to Becoming "Digital Gold"
23 Feb 2026
Contributed by Lukas
After Bitcoin tapped levels below $65,000 once again, Alex Miller with Stack Labs maintains a bullish thesis on a crypto comeback. While he sees Bitco...
Ca$htag$: Home Depot (HD) vs Lowe’s (LOW)
23 Feb 2026
Contributed by Lukas
Likefolio’s Andy Swan previews Home Depot (HD) ahead of its earnings tomorrow morning. He thinks HD and its competitor Lowe’s (LOW) need more reas...
Iran Unlikely to Close Strait of Hormuz, World is Well Oversupplied on Oil
23 Feb 2026
Contributed by Lukas
Ellen Wald, ph.D., and Robert Yawger take on the oil and energy sector. Ellen notes that the world is largely well-supplied and Iran is not likely to ...
AI as a Disruptor vs Enabler: How to Pick Winners and Losers
23 Feb 2026
Contributed by Lukas
Bart Smith spotlights the market repricing of AI, arguing that we’re a “good bit away” from the end of volatility. He compares the notion of AI ...
The Big 3: JPM, SNDK, TLT
23 Feb 2026
Contributed by Lukas
Prosper Trading Academy's Scott Bauer sees a rebound coming for JPMorgan Chase (JPM) even as the big bank turned bearish on its technicals. On the...
Thatcher: Investors Missing Amazon (AMZN) AWS, Robotics Opportunities
23 Feb 2026
Contributed by Lukas
Ted Thatcher discusses market unease and the state of the broad economy. He’s hopeful for the year still, breaking down the latest GDP report and wh...
Hunger for Value: DPZ Earnings Deliver Bullish Potential
23 Feb 2026
Contributed by Lukas
Domino's Pizza (DPZ) is "uniquely positioned" in the food delivery space as consumers crave value, says Nick Setyan. He makes the case f...
GOOGL Upgrade Amid Big Tech Selling & Example Options Trade
23 Feb 2026
Contributed by Lukas
Analysts continue to back bullish momentum in Alphabet (GOOGL). Jenny Horne explains what is behind a Wells Fargo upgrade in the Mag 7 stock and the o...
SCOTUS Tariff Decision Risks for Fixed Income, Concerns in Credit Markets
23 Feb 2026
Contributed by Lukas
Charles Schwab's Cooper Howard talks about the tariff narrative's impact on fixed income after the U.S. Supreme Court ruled the Trump administ...
Ladner: AI Will Spark Entrepreneurial Boom
23 Feb 2026
Contributed by Lukas
The market is “seeking out existential threats” around AI and tech, argues Scott Ladner. “Fundamentally, [the AI revolution] will be a good thin...
Tariff Uncertainty Clouds Market Outlook, Geopolitical Risks Back Crude Rally
23 Feb 2026
Contributed by Lukas
A weaker-than-expected factory orders print is one Kevin Green doesn't see moving markets much. What he believes will: tariffs. KG adds perspectiv...
Smothers: Two Ways Tariffs Can Go & NVDA ‘Priced for Proof’ Pre-Earnings
23 Feb 2026
Contributed by Lukas
Tariffs could go “one of two ways,” says Dale Smothers, arguing that Trump will continue to try to impose similar tariffs after the Supreme Court ...
Tariffs, NVDA Earnings & Other Headlines Moving Markets This Week
23 Feb 2026
Contributed by Lukas
Tariffs remain the center of attention in markets, with Kevin Hincks saying he's still "surprised" by last week's gains on the headl...
Kenny Polcari: AVGO Can Jump on NVDA Earnings, Likes MMM, CMI, SWK
23 Feb 2026
Contributed by Lukas
The market focus is on Nvidia (NVDA) earnings this week, says Kenny Polcari, and he doesn’t think the company will disappoint. “You have to take a...
GOOGL Ropes New Bull, WDAY & DE Downgraded at Jefferies
23 Feb 2026
Contributed by Lukas
Wells Fargo joins the bull camp when it comes to Alphabet (GOOGL). As Sam Vadas explains, the firm sees the Mag 7 giant's compute strength driving...
HIMS Headwinds Ahead of Earnings
23 Feb 2026
Contributed by Lukas
Raul Shah braves the snow and cold to join Morning Movers from the NYSE floor. He discusses Hims & Hers (HIMS) ahead of earnings. The company'...
Trump's New Tariff Plan & U.S. Economy's 2026 Outlook
23 Feb 2026
Contributed by Lukas
Thomas J. Hayes analyzes the latest tariff policy plans emanating from the White House and weighs in on how the short-term volatility is "mostly ...
Options Corner: HD Earnings Trade
23 Feb 2026
Contributed by Lukas
Home Depot (HD) earnings are ready to hit the wire tomorrow. Rick Ducat drops by the Schwab Network studio to construct the chart studies to watch for...
KG: "Trust the Technicals" As NVDA Report Looms
23 Feb 2026
Contributed by Lukas
This week's focus surrounds Nvidia's (NVDA) earnings report out after Wednesday's close. Kevin Green and Jenny Horne discuss the consolida...
Chart of the Day: GOOGL Upgrade
23 Feb 2026
Contributed by Lukas
Wells Fargo upgraded Alphabet (GOOGL) to an Overweight rating with a price target of $387 up from $354. Ben Watson examines the technical patterns tak...
Tech Corner: QCOM's AI Role & Post-Apple Outlook
20 Feb 2026
Contributed by Lukas
Qualcomm (QCOM) is the subject of this week's Tech Corner. George Tsilis profiles the semiconductor company's multi-pronged approach to variou...
Friday's Final Takeaways: AI Disruption Fears Ahead of NVDA Earnings
20 Feb 2026
Contributed by Lukas
Sam Vadas closes out a short week on Wall Street with her final takeaways regarding the continuing fears that AI will disrupt the software sector. She...
Housing Market Resets: West Up, South Down, New Homes Resilient
20 Feb 2026
Contributed by Lukas
The U.S. housing market is stabilizing as buyers adjust to higher mortgage rates, with Kade Thomas pointing to affordability pressures and tighter sup...
Arthur Laffer: Tariff Setback Paves Way for Reshoring and Growth
20 Feb 2026
Contributed by Lukas
The Supreme Court’s ruling curbing tariff authority is a near-term setback, but Arthur Laffer sees it as a pivot as the administration turns to alte...
NVDA Seeks to Break Rangebound Stock Moves After Earnings
20 Feb 2026
Contributed by Lukas
Nvidia (NVDA) will inevitably take center stage of Wall Street next week when it reports earnings on Wednesday. Rick Ducat points out the company'...
Next Steps for Tariffs & Other Avenues for Trump After SCOTUS Shuts Down IEEPA
20 Feb 2026
Contributed by Lukas
Charles Schwab's Mike Townsend calls the Supreme Court's decision to shut down President Trump's IEEPA tariffs "momentous." Howe...
2% Inflation ‘Extremely Overzealous’ at Current Spending Levels
20 Feb 2026
Contributed by Lukas
Seth Denson gives his takeaways from the Supreme Court tariff ruling, and says it may have been “one of the biggest weeks” the market has had to p...
Finding Small Cap AI Winners & Tariffs Reaction
20 Feb 2026
Contributed by Lukas
Justin Bergner opines on the Supreme Court ruling on tariffs and stimulus expectations from the One Big Beautiful Bill. He shares small cap AI winners...
Picking the Best CEOs: Wedbush’s ‘Return on Leadership’ ETF (EXEQ)
20 Feb 2026
Contributed by Lukas
Cullen Rogers of Wedbush discusses the launch of their “Return on Leadership” U.S. Large Cap ETF (EXEQ). He explains the strategy behind the fund ...
Markets Resilient in Tariff Volatility, NVDA Offers Next Catalyst
20 Feb 2026
Contributed by Lukas
As the Trump administration navigates the U.S. Supreme Court's decision to overturn IEEPA tariffs, David Volpe talks about the processes available...
GDP, PCE Breakdown: What They Mean for Rate Cuts
20 Feb 2026
Contributed by Lukas
Michael Green and Ken Kim break down the latest economic data. Ken expects a better GDP reading next quarter, citing the government shutdown. Michael ...
Ca$htag$: Domino’s Pizza (DPZ) Value Question
20 Feb 2026
Contributed by Lukas
Likefolio’s Landon Swan previews Domino’s Pizza (DPZ) earnings, which are due out Monday. He notes that the stock has struggled over the last quar...
Economic Trends by Generation: Why Gen Z is Prioritizing ‘Business Formation’ over Family
20 Feb 2026
Contributed by Lukas
Eddie Yoon argues Consumer Sentiment data negativity is due to Gen Z, who are realizing “that they’re on their own.” He thinks the cohort is bec...
Live Nation (LYV): Antitrust Risks vs Projections of a Record Year
20 Feb 2026
Contributed by Lukas
Kenneth Leon and David Clement discuss Live Nation (LYV) after the company posted earnings and said they’re eyeing a record year. However, it still ...
Appian (APPN) CEO: ‘AI-First, Big-Deal Centric’ Strategy is Paying Off
20 Feb 2026
Contributed by Lukas
Matt Calkins, CEO of Appian (APPN), spotlights their latest quarter. “We just closed a terrific year,” he says as the stock rises in Friday tradin...
The Big 3: AMAT, SNDK, RTX
20 Feb 2026
Contributed by Lukas
Tim Bohen is back with his Big 3, all of which have seen significant rallies over the last few months. He makes the case for continuing runs in Applie...
Finding HALO Companies in a Jittery Market, Bull Case for AMZN on Tariffs
20 Feb 2026
Contributed by Lukas
Jed Ellerbroek highlights Comfort System (FIX) earnings as a sign that AI spending remains “feverish.” His top picks include Amazon (AMZN), which ...
META & OpenAI Deals Add to NVDA Stronghold Ahead of Earnings
20 Feb 2026
Contributed by Lukas
Nvidia (NVDA) is "at the center of all things AI," says Paul McCarthy. He doesn't see that changing with its extended partnership in Met...
What’s Next After Supreme Court Strikes Down Tariffs & Looking Internationally
20 Feb 2026
Contributed by Lukas
Tom Bruce reacts to the Supreme Court ruling against the Trump administration’s tariffs, arguing that the market expected this outcome, but it’s “...
DECK Jumps on Argus Upgrade, Ugg & Hoka Key in 2026 Rebound
20 Feb 2026
Contributed by Lukas
Shares of Deckers (DECK) stepped higher after Argus upgraded the company. The stock stumbled in 2025, with Marley Kayden pointing to factors Argus see...
SCOTUS Strikes Down Trump's Tariffs, Volatility Hits Markets
20 Feb 2026
Contributed by Lukas
The U.S. Supreme Court struck down the Trump administration's tariffs, adding more uncertainty to the state of global trade. Kevin Hincks was surp...
WMT Downgrade, DECK Upgrade, TXRH Double Miss in Earnings
20 Feb 2026
Contributed by Lukas
Texas Roadhouse (TXRH) gained Friday morning despite posting a double miss in earnings. HSBC downgraded Walmart (WMT) to hold from buy over growth con...
Mid Caps ‘Better Quality’ Than Small, Finding AI Capex Opportunities
20 Feb 2026
Contributed by Lukas
Andrew Almeida reviews the PCE report released Friday morning, along with the GDP report. He thinks the reports push any potential rate cuts to the “...
Concerns Around Nvidia (NVDA) Earnings Next Week
20 Feb 2026
Contributed by Lukas
Ken Mahoney describes a “perfect storm” in markets between AI capex, economic data, and geopolitical worries. He looks ahead to Nvidia (NVDA) earn...
Core CPE & GDP Throw Wrench into Economic Picture
20 Feb 2026
Contributed by Lukas
Kevin Hincks notes it's hard to interpret the latest core PCE print, which showed an uptick in most headlines numbers. However, those numbers are ...
Graham: Both GDP & PCE 'Rear View Mirror' Prints
20 Feb 2026
Contributed by Lukas
Andrew Graham joins Diane King Hall at the NYSE to react to the latest economic data. He suggests the government shutdown impacted the figures and poi...
Options Corner: DPZ Delivers Earnings Monday
20 Feb 2026
Contributed by Lukas
Rick Ducat slices into the chart of Domino's (DPZ) and serves up the technical indicator toppings to track. Rick looks at the falling wedge shape ...
WMT Earnings: 'Bellwether' for Retailers
20 Feb 2026
Contributed by Lukas
Jharonne Martis says the consumer is "relatively healthy" but very "discerning." She says shoppers are looking for promotions or d...
Tyner: 'Inflation Trend Moving in the Right Direction'
20 Feb 2026
Contributed by Lukas
John Luke Tyner looks at the subcategories within the PCE print to back up his view point that the "inflation trend is moving in the right direct...
Chart of the Day: LYV Ready to Turn Up?
20 Feb 2026
Contributed by Lukas
Grab your tickets: Charles Schwab's Kevin Horner is spotlighting the chart of Live Nation (LYV). He cues up the short-term 90-day chart and displa...
Brusuelas: 'What a Time to Be Alive' in the Markets
20 Feb 2026
Contributed by Lukas
RSM's Joe Brusuelas joins Morning Movers with his perspective on the macroeconomic trends developing in the U.S. ahead of two key economic data pr...
Crypto Corner: Key Technical Levels for BTC, CME Adds 24/7 Crypto Trading
20 Feb 2026
Contributed by Lukas
Bitcoin (/BTC) has been searching for levels of support but Nate Peterson says the next level of support is still below current levels. He and Jenny H...
Thursday's Final Takeaways: Trade Deficit Narrows & Tech Rotation Continues
19 Feb 2026
Contributed by Lukas
Beyond today's stock movers, Marley Kayden and Sam Vadas turn to the broader market perspective by discussing the narrowing trade deficit and the ...
Wiley: NVDA "Center of the Universe," Banking Concerns Questionable
19 Feb 2026
Contributed by Lukas
Dory Wiley considers some of the tech rotation healthy, but not for Mag 7 stocks, especially those like Nvidia (NVDA) which continue to demonstrate do...
Deere (DE) Hits All-Time High After Earnings: Hitting ‘Trough’ of Farming Cycle?
19 Feb 2026
Contributed by Lukas
Jonathan Sakraida and Tom Essaye discuss Deere (DE) earnings as the stock hits an all-time high in Thursday trading. Jonathan notes recovery across tw...
Kann: Ebay (EBAY) Depop Acquisition Positive, Ad Revenue Upside
19 Feb 2026
Contributed by Lukas
Noah Kann reacts to eBay (EBAY) earnings, highlighting the acquisition of Depop from Etsy (ETSY) for $1.2 billion. He notes Depop is popular with Gen ...
Charting DE After Earnings Send Shares to All-Time High
19 Feb 2026
Contributed by Lukas
Agriculture companies have taken a much bigger investor focus to start 2026, and no company may have muscled more gains than Deere & Co. (DE). Sha...
BABA's Bottom Line Catalysts: AI, China Regulation & Earnings
19 Feb 2026
Contributed by Lukas
Henry Greene previews Alibaba (BABA) earnings ahead of the company's report next Tuesday. He notes changes the Chinese ecommerce giant has made to...
Brett Husslein Holds Firm on $62 Fair Value Estimate for Walmart (WMT)
19 Feb 2026
Contributed by Lukas
Morningstar's Brett Husslein calls Walmart’s (WMT) earnings beat “modest” and notes that while its guidance is conservative, it has a patter...
Hunting for Opportunities in Smid Caps & the Bullish Case for Agentic AI
19 Feb 2026
Contributed by Lukas
Connor Browne previews tomorrow’s economic data prints, which include a GDP reading and the PCE report. He anticipates a “push and pull” between...
Finding "Goldilocks" Crude Oil Price & ETFs Tying Energy to AI Boom
19 Feb 2026
Contributed by Lukas
$70 crude oil will be the "goldilocks" price, says Rob Thummel as the commodity ticks higher due to geopolitical risk. He talks about the ri...
The Diversifier Case for Agricultural Commodities
19 Feb 2026
Contributed by Lukas
Sal Gilbertie says gold and silver prices are being driven up by fears around conflict between the U.S. and Iran. His firm, Teucrium, specializes in a...
"Damage Already Done" to MSFT? Sell-Off Presents New Mag 7 Opportunity
19 Feb 2026
Contributed by Lukas
Microsoft (MSFT) hit 9-month lows and currently trades around $400 after shares hit $555 last summer. Charles Schwab's Ben Watson highlights key l...
Walmart (WMT) Earnings ‘Incredible,’ Becoming One of ‘Biggest Media Companies in the U.S.’
19 Feb 2026
Contributed by Lukas
Sucharita Kodali calls Walmart’s (WMT) earnings “incredible” for a business of this size and maturity. “They’re not only growing share but t...
Walmart (WMT) 'Best Retailer in the Country' With Strong Outlook
19 Feb 2026
Contributed by Lukas
Jan Rogers Kniffen and Amanda Lai dig into Walmart (WMT) earnings, with Jan calling it the “best retailer in the country” that is performing “ex...
Nice (NICE) CEO: ‘AI is a Tailwind’, Strong Growth Ahead
19 Feb 2026
Contributed by Lukas
Scott Russell, CEO of Nice (NICE), breaks down their latest quarter as the stock makes a strong move upward. Nice offers AI agents to companies to “...
The Big 3: VZ, DXCM, AMAT
19 Feb 2026
Contributed by Lukas
Dan Deming sees the rotation trade continuing if markets can hold recent momentum this trading week. As for the Big 3, he sees a breakout candidate in...
Siddell: Rates Can Fall by 75-100 Points by End of 2026, Buy Precious Metals & Nuclear
19 Feb 2026
Contributed by Lukas
Ed Siddell breaks down the latest economic data, noting that durable goods orders are higher and arguing the economy is heading in the right direction...
Walmart (WMT) has ‘Pretty Significant Momentum’ as Revenue Channels Boom
19 Feb 2026
Contributed by Lukas
Arun Sundaram digs into Walmart’s (WMT) earnings and guidance, calling it a “solid quarter.” He says Walmart has some “pretty significant mome...
The Bull Case for Small Caps: HOMB, JJSF
19 Feb 2026
Contributed by Lukas
Miles Lewis compares small cap vs large cap banks, favoring the former. He argues as the economy broadens, small caps tend to do better, along with ta...
EBAY Rallies on $1.2B Depop Acquisition & Earnings
19 Feb 2026
Contributed by Lukas
eBay Inc. (EBAY) rallied after posting stronger-than-expected earnings and announcement of its $1.2 billion Depop acquisition from Etsy Inc. (ETSY). B...
U.S. Picking Up Tariff "Tab," NVDA & CRM Earnings Center of AI Disruption
19 Feb 2026
Contributed by Lukas
Liz Ann Sonders with Charles Schwab offers a crash course in tariffs and why U.S. companies are the ones that "pick up the tab" on costs. Sh...
Opportunities in Defensive Names, Expecting Crypto Volatility
19 Feb 2026
Contributed by Lukas
Andrew Wells reacts to yesterday’s FOMC minutes, arguing the members are trying to react “to the market.” On rates, he would “not be surprised...
DASH Rallies Despite Earnings Miss, Wayfair (W) Falls, DE Drives Momentum
19 Feb 2026
Contributed by Lukas
DoorDash (DASH) saw volatile price action following its earnings miss but started Thursday's trading day with a rally. Diane King Hall points to o...
Noah Hamman Favors Hardware Over Software, Sees Yellow Flag on Consumer Spending
19 Feb 2026
Contributed by Lukas
Noah Hamman expects semiconductor chips to continue to show strength, focusing on hardware over software as the markets become nervous around valuatio...
"Big Drop" in Jobless Claims, "Big Jump" in Trade Deficit
19 Feb 2026
Contributed by Lukas
Kevin Hincks, reporting from the Cboe Global Markets, breaks down the latest snapshot of the labor market with this week's jobless claims. He adds...
Options Corner: AKAM Ahead of Earnings
19 Feb 2026
Contributed by Lukas
Rick Ducat dials up the chart of Akamai (AKAM) as investors await the tech company's upcoming earnings print. Rick shows what technical patterns h...
The Angie of Angie's List: Evolving Her Business & the Rise of Home Spending
19 Feb 2026
Contributed by Lukas
After celebrating their 30th anniversary of launching Angie's List, Co-founder Angie Hicks has evolved her business to Angi (@Angi_home) as a one-...
Booth: FOMC at 'Opposite Ends' of Labor Market Mandate
19 Feb 2026
Contributed by Lukas
Danielle DiMartino Booth (@DanielleDiMartinoBoothQI) dives into the latest FOMC minutes notes to dig into the dissension among Fed members. She believ...
@investopedia's Caleb Silver: Retail Optimism Holds Steady, NVDA Earnings Ahead
19 Feb 2026
Contributed by Lukas
Retail investors remain stubbornly optimistic despite a 12% slide in the Mag 7, according to the latest Investopedia sentiment survey. While the broad...
Chart of the Day: SHOP Upgrade
19 Feb 2026
Contributed by Lukas
Shopify (SHOP) shares are in focus following an upgrade from Phillip Securities. Ben Watson drops in to provide his technical takeaways on the chart, ...
Wednesday's Final Takeaways: MRNA Flu Vaccine & Oil Creeps Higher
18 Feb 2026
Contributed by Lukas
Marley Kayden and Sam Vadas turn their attention to headlines in Big Tech and beyond for their final takeaways. Among the unsung stories: crude oil...
Newton: DoorDash (DASH) Needs to Keep Increasing Market Share
18 Feb 2026
Contributed by Lukas
Frances Newton “really likes” the chart of DoorDash (DASH) into its earnings Wednesday afternoon. She anticipates it to report in line with analys...
How AI Changes the Game for Investment Managers
18 Feb 2026
Contributed by Lukas
Jack Lynch, Chief Strategy Officer of Ridgeline, shares how they assist investment managers and how they’re implementing AI. In launching ‘Intelli...
Kevin Warsh Could Shake Up Fed’s Data-Driven Decision Making
18 Feb 2026
Contributed by Lukas
Brad Long reacts to the latest FOMC minutes and notes that dissension is considered uncommon now within the Fed, but not historically. He says the eco...
PANW Platformization Strategy: Long-Term Tailwind Amid Short-Term Headaches
18 Feb 2026
Contributed by Lukas
Ron Westfall calls Palo Alto Networks (PANW) a "very solid investment," even after the cybersecurity firm's post-earnings sell-off. Desp...
Pan: American Investors are Making Good Choices
18 Feb 2026
Contributed by Lukas
Eric Pan walks through money market flows, noting that a great deal of money still remains on the sidelines. He says this shows a “lot of potential”...
January FOMC Minutes Reaction: Only 1 Cut This Year?
18 Feb 2026
Contributed by Lukas
Joshua Wein reacts to the January FOMC minutes and thinks that we may only see one rate cut this year. He warns that Fed Chair nominee Warsh will like...
Shay Boloor on Building AI "Stack," PLTR Importance & SaaS-pocalypse
18 Feb 2026
Contributed by Lukas
Many of the software names getting rerated to the downside deserve the reevaluation, says Shay Boloor, though he believes some got beaten down more th...
Comparing Cruise Liners Ahead of Potential Record Pricing in 2026
18 Feb 2026
Contributed by Lukas
Jaime Katz anticipates record pricing for cruise lines in 2026 and thinks Royal Caribbean (RCL) is “a little more resilient” on pricing power over...
Ca$htag$: Carvana (CVNA) Keeps Margins High While Expanding Car Sales
18 Feb 2026
Contributed by Lukas
Likefolio’s Landon Swan notes Carvana’s (CVNA) extraordinary run over the past few years despite a recent dip in the stock. He notes that it is ha...
Bradley: ‘Few Can Rival’ Palo Alto Networks (PANW), Dip is a Buy
18 Feb 2026
Contributed by Lukas
Nathaniel Bradley spotlights Palo Alto Networks (PANW) after earnings. The stock is trading down in Wednesday’s session, which Bradley ascribes to i...
Toll Brothers (TOL) Wins by Serving Luxury, but is There More Upside?
18 Feb 2026
Contributed by Lukas
Erin Sykes and Alex Barron dissect Toll Brothers (TOL) earnings, with the stock falling after the report. Alex argues the valuation is near historical...
Williams: AI Sentiment Moved From 90% Positive to 90% Negative
18 Feb 2026
Contributed by Lukas
Rob Williams says the big story is the economy is still strong, anticipating GDP of 3%+ at the next report. The AI trade is what’s changed, becoming...
Hunting for Bargains in Recent Tech Weakness
18 Feb 2026
Contributed by Lukas
Jonathan Tepper is taking advantage of recent tech weakness, sorting out the fairly punished from the unfairly punished. His fund is long-only, and he...
The Big 3: SPY, NKE, NEE
18 Feb 2026
Contributed by Lukas
"Slop fest" is how TheoTrade's Don Kaufman describes the current market environment, urging caution as the market finds its footing on W...
DASH Diversification Key to Earnings Success & AI Growth Edge
18 Feb 2026
Contributed by Lukas
Mark Mahaney expects about 20% organic revenue growth in DoorDash's (DASH) earnings. He believes the company needs to continue delivery initiative...
FOMC Minutes "Won't Move the Needle," Japan Center of Global Stock Buzz
18 Feb 2026
Contributed by Lukas
The FOMC meeting minutes aren't expected to move the needle for rate cuts, says Charles Schwab's Cooper Howard. He points to a resilient labor...