Schwab Network
Episodes
Food & Beverage Companies Discounting, Shifting Trends to Lure Consumers
26 Jan 2026
Contributed by Lukas
John Baumgartner spotlights food and beverage spending, sharing his firm’s recent consumer survey. After a difficult last few years, with consumers ...
The Big 3: CEG, SNDK, ASML
26 Jan 2026
Contributed by Lukas
Aquiles Larrea, Jr. sees plenty of opportunity for investors to scoop up stocks trading at what he calls "cheap" prices. One of them is a Bi...
Thatcher: Markets Seeking Stability & Top Picks in AMZN, IREN, Silver
26 Jan 2026
Contributed by Lukas
“All the market wants right now is stability and consistency,” says Ted Thatcher, but volatility continues. He argues that Americans’ economic o...
Analysts See Potential Drop After META Earnings as Opportunity
26 Jan 2026
Contributed by Lukas
Marley Kayden covers Redburn’s upgrade on Meta Platforms (META) ahead of its earnings on Wednesday. She notes analysts think the stock could drop ar...
2026 Yen Intervention Risk & Connections to 2024 Yen Carry Trade
26 Jan 2026
Contributed by Lukas
Michelle Gibley with @CharlesSchwab turns to Japanese markets to explain why "yen intervention" can impact U.S. investors. She compares the ...
What to Watch in Credit Markets Amid Japan Worries, U.S. Rate Cuts
26 Jan 2026
Contributed by Lukas
Seth Meyer sees a profound geopolitical shift over the next few years and discusses how to protect your portfolio. Focusing on the bond market, he exp...
KG: Mag 7, NVDA & CRWV "Keeping AI Story Alive For Now," USAR Soars
26 Jan 2026
Contributed by Lukas
Tech is back in focus with four of the Mag 7 names reporting earnings this week. Kevin Green sees mega caps capturing the market momentum. He points t...
Detrick: Double-Digit Returns Possible With Strong Earnings Growth
26 Jan 2026
Contributed by Lukas
Ryan Detrick anticipates 10%+ growth from this 4Q earnings season, along with record profit margins and strong productivity. While he expects volatili...
Monday's Bullish Movers: CSCO, APP & NFLX See Analyst Upgrades
26 Jan 2026
Contributed by Lukas
Cisco (CSCO) has a new bull in Evercore ISI after the firm upgraded the stock and boosted its price target. Diane King Hall talks about the tailwinds ...
Energy Market Winners: LNG, BKR & More
26 Jan 2026
Contributed by Lukas
Mike Morey calls the jump in natural gas futures due to the cold weather a “knee-jerk” move and expects it to subside soon. He thinks gas prices w...
TSLA, AAPL, META & MSFT to Lead Earnings Amid Volatile Metals & Natural Gas Rally
26 Jan 2026
Contributed by Lukas
Kevin Hincks returns to the floor of the @cboeglobalmarkets and takes investors through the whirlwind of catalysts throughout the week. Among them: Ma...
Options Corner: BA Earnings Preview
26 Jan 2026
Contributed by Lukas
Boeing's (BA) earnings have elevated attention for the first time in years, says Tom White. He explains why Tuesday's report before the openin...
Tentarelli: Silver & Gold Rally to Continue, Watch Mag 7 Earnings & Storage Chips
26 Jan 2026
Contributed by Lukas
Silver and gold continue to rally after seeing sharp momentum in 2025, and Larry Tentarelli makes the case for a continuing run. He urges investors to...
Chart of the Day: CSCO Key Levels
26 Jan 2026
Contributed by Lukas
Evercore ISI says Cisco (CSCO) is trading at a discount. The firm upgraded the legacy tech company a couple weeks ahead of earnings. Charles Schwab...
Mag 7 Earnings This Week, Silver "Higher Beta" Gold & U.S. 10% USAR Stake
26 Jan 2026
Contributed by Lukas
Kevin Green kicks off the trading week with a glimpse into the start of earnings season and the road ahead for Mag 7 firms set to report. He believes ...
Crypto Corner: BTC Underperforms Silver & Gold, BTGO IPO's Wall Street Significance
24 Jan 2026
Contributed by Lukas
Charles Schwab's Adam Lynch returns to Crypto Corner and analyzes the latest moves in Bitcoin, which has sharply underperformed silver and gold. H...
What to Watch in Mag 7 Earnings, AAPL Sideways Move & AVGO Mag 7 Potential
24 Jan 2026
Contributed by Lukas
President Trump exhibiting his "Art of the Deal" tactics at Davos shouldn't worry investors, says Chris Versace. He explains how you can...
Tokenized Equities & 24/7 Markets: The Future of Global Investing with ICE & NDAQ
23 Jan 2026
Contributed by Lukas
Iggy Ioppe discusses the financial world's shift toward 24/7 tokenized equities and blockchain-based settlement. He explains how moving real-world...
Friday's Final Takeaways: Gold Nears $5,000, Silver Breaks $100, Sentiment Spikes
23 Jan 2026
Contributed by Lukas
Precious metals continued a stunning week-long rally into Friday's session. Consumer sentiment offered a bright spot for soft data as the FOMC rea...
Overlooked Stock: LIF 20% Rally on Boosted Guidance
23 Jan 2026
Contributed by Lukas
Boosted sales guidance in Life360's (LIF) earnings offered a more than 20% rally for a stock that was initially down more than 50% from its 2025 h...
MSFT Earnings Preview: Key Stock Levels & Options Activity
23 Jan 2026
Contributed by Lukas
Microsoft (MSFT) rallied on Friday but the stock remains 15% below all-time highs it hit over the summer. Rick Ducat measures the Big Tech firm to the...
EquipmentShare (EQPT) Exec on IPO, Scaling Construction Business & Tech Platform
23 Jan 2026
Contributed by Lukas
Mark Wopata, Chief Data Officer and EVP of Finance at EquipmentShare (EQPT), which just went public on Nasdaq on Friday. The company is a vertically i...
Jay Hatfield’s 2026 Thesis: 8,000 SPX, 3 Rate Cuts, 10-Year Below 4%
23 Jan 2026
Contributed by Lukas
Jay Hatfield thinks the fallout from the Japanese bond market will reverse and is targeting 8,000 on the SPX by year end. He anticipates lower inflati...
Max Wasserman’s Dividend-Focused Picks: ABBV, BMY, HD, WM
23 Jan 2026
Contributed by Lukas
Max Wasserman is still bullish and anticipates more volatility ahead – which creates opportunities to buy. He likes Alphabet (GOOGL), Broadcom (AVGO...
Take Gains and Diversify Amid Geopolitical Volatility
23 Jan 2026
Contributed by Lukas
Kieran Osborne covers what we learned from this week’s tariff-induced volatility. He thinks the volatility could continue and urges investors to foc...
No Cut in January or 2026? Interest Rate Roundtable Ahead of FOMC Meeting
23 Jan 2026
Contributed by Lukas
The FOMC meets next week to decide if they will cut interest rates in January. Neither guest on today's panel agrees, with Ben Emons making the ca...
Pitcairn: Stop Worrying About Politics in Trading
23 Jan 2026
Contributed by Lukas
Rick Pitcairn sees positive signs in earnings growth outside the Mag 7, especially as geopolitical uncertainty roils markets. He’s taking a very lon...
‘Renters are People Too’: The Benefits of Renting Single-Family Housing
23 Jan 2026
Contributed by Lukas
Jay Parsons discusses the “substantial burden” facing would-be homebuyers right now and how banning institutional investors buying houses doesn’...
LikeFolio: Google Cloud Beats Azure, MSFT Shows Dominance Elsewhere in AI
23 Jan 2026
Contributed by Lukas
LikeFolio's Andy Swan considers Microsoft (MSFT) one of the best-executing companies on Wall Street. While the Mag 7 giant's Azure cloud saw a...
"Optimism" in INTC Soft Guidance, Gauging Growth Amid AI CapEx Questions
23 Jan 2026
Contributed by Lukas
Kevin Mahn makes the bullish case for Intel's (INTC) softer-than-expected guidance. He says the company's lack of supply to meet rampant deman...
Lightbridge (LTBR) CEO on Powering AI Demand, OKLO & Nuclear Power Surge
23 Jan 2026
Contributed by Lukas
Lightbridge (LTBR) CEO Seth Grae joins Marley Kayden live from Davos, where he says executives share greater optimism for nuclear power's outlook....
The Big 3: RDW, RCAT, HAL
23 Jan 2026
Contributed by Lukas
Space, military drones, and crude oil capture the attention of StocksToTrade's Tim Bohen on today's Big 3. He explains how the space race'...
Vermeulen: Bitcoin Poised for 30% Drop, Precious Metals are ‘Shining Stars’
23 Jan 2026
Contributed by Lukas
“Precious metals are the stars” right now, says Chris Vermeulen. He anticipates a potential market pullback soon, citing a topping pattern. “The...
Intel Earnings & Guidance Rattle Bull Case & INTC Options Trade
23 Jan 2026
Contributed by Lukas
AMD Inc. (AMD) gained on Intel's (INTC) sharp loss following earnings. Marley Kayden turns to the analyst reaction to Intel's strong fourth-qu...
Uncertainty Spikes 10-Year Treasuries & FOMC Outlook Into January Meeting
23 Jan 2026
Contributed by Lukas
"We finally saw 10-year treasuries break to the upside," says Charles Schwab's Collin Martin. He notes how risk premium creeped its way ...
Gold’s Bull Case for 2026: Dollar Devaluation, Geopolitics Pushing 3X Returns vs SPX
23 Jan 2026
Contributed by Lukas
Philip Diehl looks at the intentional devaluation of the dollar and its impacts on the economy – as well as its recent stall. He thinks it will cont...
Gilland: OKLO's Stepping Stone with META Deal Needs More AI Trade Support
23 Jan 2026
Contributed by Lukas
Oklo Inc. (OKLO) has been on a rollercoaster for the last 12 months, says Logan Gilland. The company still has no revenue generation but soared more t...
Looking Beyond Tech: Energy MLPs, Healthcare, Bitcoin
23 Jan 2026
Contributed by Lukas
David Bailin says investors need to be mindful of the weight markets are putting on the tech sector. He “really likes” healthcare, comparing its m...
COF Earnings & Acquisition, FTNT & SPOT Upgrades
23 Jan 2026
Contributed by Lukas
Capital One's (COF) earnings miss and acquisition of fintech firm Brex have shares under pressure to end the trading week. Diane King Hall helps i...
The 4-Step Bull Case for Small Cap Double Digit Growth
23 Jan 2026
Contributed by Lukas
Mike Rode sees a strong start to the year for small caps, which began rotating after Liberation Day after a rough few years. He anticipates earnings g...
2025 'Bronze Medal Year' for IPOs, 2026 to Debut 'Mega IPOs'
23 Jan 2026
Contributed by Lukas
Jim Neesen calls 2025 a "bronze medal year" for IPOs, pointing to many signs of strength with some room for improvement. As for 2026, he tel...
Options Corner: SBUX Upgrade & Price Target Hikes
23 Jan 2026
Contributed by Lukas
Starbucks (SBUX) got an upgrade from William Blair and a price target hike from Goldman Sachs. Rick Ducat turns to key levels for investors to watch a...
Bitcoin Back Below $90K, Correlation to Tech & Regulation Outlook
23 Jan 2026
Contributed by Lukas
After bitcoin tapped levels under $90,000 once again, Rajiv Sawhney says the outlook for the cryptocurrency and others remains strong. He says bitcoin...
Chart of the Day: MRNA Bearish Trends Taking Control
23 Jan 2026
Contributed by Lukas
Trial results from Moderna's (MRNA) melanoma drug sent shares of the healthcare giant soaring throughout the week, though Charles Schwab's Rac...
Brace for Rotation Amid "Skeptical" Rebound, INTC Sells Off After Earnings
23 Jan 2026
Contributed by Lukas
"Skeptical" is the word Kevin Green uses to describe the market rebound following Tuesday's steep selling action. He tells investors to ...
'Everyone's Kinda Bullish' Until Headline Risk, Analyzing Flows in NVDA & TSLA
23 Jan 2026
Contributed by Lukas
@investopedia's Caleb Silver makes the case that markets are still very bullish. The issue comes down to headline risk ramping volatility higher, ...
Dan Niles Top 5 Stock Picks of 2026
22 Jan 2026
Contributed by Lukas
Dan Niles joins Diane King Hall to walk investors through what he is watching for in the stock market this year. Niles thinks there is a bullish setup...
Thursday's Final Takeaways: TSLA Robotaxi Updates & Rotation Trade Accelerates
22 Jan 2026
Contributed by Lukas
While Intel (INTC) earnings and other Big Tech companies took plenty of market attention, one stock that surprisingly slid under the radar was Tesla (...
Intel "Beat in the Right Places:" Futurum President Discusses INTC Earnings
22 Jan 2026
Contributed by Lukas
Futurum president Dan O'Brien joins Market On Close minutes following Intel's (INTC) earnings sell-off. Beats across the fourth-quarter report...
EARNINGS ALERT: INTC & COF
22 Jan 2026
Contributed by Lukas
After Intel's (INTC) stock hit a 4-year high on Thursday, shares slid after the closing bell despite posting an earnings beat. Marley Kayden, Sam ...
Investing in China’s Undervalued Internet & AI Sector
22 Jan 2026
Contributed by Lukas
The bull market is still going this year, says Henry Greene, and sees enthusiasm in China’s tech sector and inflows into KraneShares’ China Intern...
INTC Taps 4-Year High & Key Levels to Watch After Earnings
22 Jan 2026
Contributed by Lukas
Intel (INTC) rallied more than 45% in the first three weeks of 2026 and hit a four-year high on Thursday just ahead of its earnings. Rick Ducat analyz...
Brusuelas: Fed Has Eased ‘A Little Too Much,’ ‘Quite Concerned’ About New Members
22 Jan 2026
Contributed by Lukas
Joe Brusuelas sees no catalysts to increase monthly hiring but thinks the labor market is making enough new jobs to remain stable. He anticipates infl...
Straehl: 1Q Earnings Need to Show Continued AI Capex
22 Jan 2026
Contributed by Lukas
Philip Straehl expects two Fed rate cuts in 2026, one in the first half and one in the second, coming after Powell’s term as Chair ends. He talks ab...
Commodity Big Picture: Why Silver, Gold & Rare Earths Rallies Will Continue as Crude Oil Slides
22 Jan 2026
Contributed by Lukas
Countries across the globe are looking for their slice of the pie when it comes to securing their own sovereignty, says Benoit Gervais. He argues comm...
PCE Report Looks Backward But Justifies Fed Pause
22 Jan 2026
Contributed by Lukas
Ryan Stever and Jason England share their takeaways from the PCE data today. Jason notes that inflation is still sticky and believes members are still...
Meyer: Small Caps Rebounding, Can Rise Another 10% in 2026
22 Jan 2026
Contributed by Lukas
Brett Meyer highlights the comeback of small caps and cyclical sectors as the current administration tries to run the economy “pretty hot.” He sha...
Ladner: Look Beyond AI CapEx Story in 2026, Finding Unsung Market Opportunities
22 Jan 2026
Contributed by Lukas
Scott Ladner says 2026 will be the year where the U.S. and its companies "figure out how to use" AI. He urges investors to utilize more &quo...
BitGo (BTGO) CEO on IPO, Crypto Regulation & Bitcoin Price Targets
22 Jan 2026
Contributed by Lukas
BitGo (BTGO) began trading as a public company Thursday. CEO Mike Belshe sits down with Nicole Petallides to talk about the process of going public as...
Schachner: Coming Around on Netflix (NFLX) Reinvention With WBD
22 Jan 2026
Contributed by Lukas
Seth Schachner covers the latest on Netflix’s (NFLX) bid for Warner Bros. Discovery (WBD) as Paramount Skydance (PSKY) stays “incredibly aggressiv...
Ca$htag$: Target (TGT) ‘Signs of Hope’ on Turnaround
22 Jan 2026
Contributed by Lukas
Likefolio’s Andy Swan looks at whether Target (TGT) can turn around this year. Sentiment is “not bad,” he says, as web visits are beginning to u...
The Bull Case for GE Aerospace (GE) After Earnings
22 Jan 2026
Contributed by Lukas
Tony Bancroft and Paul Powers highlight GE Aerospace (GE) earnings, which beat on the top and bottom line but saw shares sink in Thursday trading. Ton...
Tech Strength Outside Mag 7, Options Trades in AKAM & ESI
22 Jan 2026
Contributed by Lukas
Pockets of tech have seen notable strength, says OptionsPlay's Tony Zhang, it's the Mag 7 and other Big Tech companies that dragged in recent ...
The Big 3: NFLX, NEM, BA
22 Jan 2026
Contributed by Lukas
Dan Deming sees Netflix (NFLX) rebounding once there's more clarification on its bid for Warner Bros. Discovery (WBD). As for his other Big 3 pick...
Smothers: AI Buildout Biggest 2026 Risk, FOMC to Cut Interest Rates 100bps
22 Jan 2026
Contributed by Lukas
The biggest risk of 2026 according to Dale Smothers: companies cutting back costs on AI infrastructure buildout. If businesses realize they don't ...
Panther Lake Chip & Foundry: Intel's (INTC) 'Crucial' Growth Drivers
22 Jan 2026
Contributed by Lukas
Michelle Connell previews Intel's (INTC) earnings ahead of Thursday's close. She sees the company's Panther Lake laptop chip as a strong g...
GOOGL to $400? Raymond James Sees Strong AI Bull Case
22 Jan 2026
Contributed by Lukas
Raymond James upgraded Alphabet (GOOGL) to a strong buy and boosted its price target to $400 from $315 as the Mag 7 giant adds onto its widespread AI ...
Highlighting Strong International Returns: South Korea, Japan, Brazil & More
22 Jan 2026
Contributed by Lukas
International ETFs are seeing strong inflows in the beginning of 2026, and South Korea currently has the world’s best performing index. Dina Ting ta...
Small Caps & Retail Traders Drive Markets as AI Rotation Continues
22 Jan 2026
Contributed by Lukas
Leadership in markets continue to change, says Charles Schwab's Liz Ann Sonders. She believes small cap stocks are muscling markets forward due to...
KG on November PCE & Jobless Claims, Bearish Technicals Ahead of Mag 7 Earnings
22 Jan 2026
Contributed by Lukas
November's delayed PCE print came in-line with Wall Street estimates. Kevin Green explains how this inflation print pairs with jobless claims earl...
Pizzurro's Case for International, Tech Trades & Avoiding Small Caps
22 Jan 2026
Contributed by Lukas
“Earnings are clearly what drive stock prices overall,” says Brandon Pizzurro, reviewing expectations for GDP and corporate profits. He likes emer...
2026 Market Story: Electrification, Geopolitical Risks, International Opportunities
22 Jan 2026
Contributed by Lukas
Raj Patel thinks earnings growth can hit low double digits in 2025 as we see 4Q reports. He lays out his vision for markets in 2026 and compares the U...
MRNA Rallies on Cancer Vaccine Trial, PG Mixed Earnings, ABT Sell-Off
22 Jan 2026
Contributed by Lukas
Intel's (INTC) recent rally isn't the only one investors should pay attention to, says Diane King Hall. She points to Moderna (MRNA) hitting a...
Options Corner: GOOGL Upgrade Pushes Stock Back Near Record High
22 Jan 2026
Contributed by Lukas
Alphabet (GOOGL) moved higher in early trading Thursday thanks to an upgrade from Raymond James. Rick Ducat turns to the stock chart and shows where s...
INTC Foundry's 'Transformation Move' & Following Footsteps of TSM
22 Jan 2026
Contributed by Lukas
Stephen Sopko sees a "fantastic" demand cycle for AI demand bolstering Intel (INTC) ahead of earnings. It's the company's customer b...
Chart of the Day: DDOG Upgrade
22 Jan 2026
Contributed by Lukas
Stifel upgraded Datadog (DDOG) but lowered its price target. Investors appeared to like the analyst move as the stock ticked higher in early trading. ...
Market 'Crossroads' Forming: Jay Woods on Mag 7, Small Caps & Earnings
22 Jan 2026
Contributed by Lukas
Brace for more volatility, says Jay Woods, making the case that a topping formation in the NDX can signal further downside. He suggests continued stre...
'Cautiously Optimistic' After Trump's Davos Speech & Jensen Huang's AI Jobs Outlook
22 Jan 2026
Contributed by Lukas
Futures pointed to the upside following President Trump's speech at Davos and discussions surrounding Greenland. Kevin Green explains why he's...
Wednesday's Final Takeaways: Dimon on Rate Caps & Nuclear Energy Volatility
22 Jan 2026
Contributed by Lukas
Marley Kayden and Sam Vadas turn to two widely different topics for their final takeaways — from JPMorgan Chase (JPM) CEO Jamie Dimon's comments...
NVDA's A.I. Dominance Grows as U.S. Reverses Chip Ban to China
22 Jan 2026
Contributed by Lukas
Nvidia (NVDA) is dominating the A.I. landscape, but the geopolitical tightrope walk between the U.S. and China continues to complicate matters. Rebecc...
Overlooked Stock: RMBS Record High
22 Jan 2026
Contributed by Lukas
Rambus (RMBS) hit an all-time high on Wednesday, a feat it hasn't seen in over 25 years. George Tsilis sees its cyclical ties to the memory storag...
ARM Muscles Rally After Upgrade, Stock Remains Tech Underperformer
22 Jan 2026
Contributed by Lukas
Shares of ARM Holdings (ARM) slid nearly 40% from 52-week highs. Susquehanna sees more upside, upgrading the stock over recent initiative changes. Ric...
Progress Software (PRGS) CEO on ‘Virtuous Cycle’ of AI Adoption & Best Year Ever
22 Jan 2026
Contributed by Lukas
Yogesh Gupta, CEO of Progress Software (PRGS), joins to discuss the company’s latest quarter. The AI software infrastructure company is up over 11% ...
Tax Rebates Favor Wealthy, Spending Boost May Disappoint
22 Jan 2026
Contributed by Lukas
Garrett Melson reacts to President Trump’s announcement that he will not impose tariffs on the EU that were scheduled to go into effect on February ...
Armo: Don't Buy Dips in 2026 as Market Sentiment Shifts
21 Jan 2026
Contributed by Lukas
Melissa Armo isn't as bullish as other guests when it comes to the market outlook. She urges investors to take profits on substantial gains as she...
United Airlines (UAL) Earnings ‘Very Strong’, Bullish Case for 2026
21 Jan 2026
Contributed by Lukas
Robby Silk and Meghna Maharishi dissect United Airlines (UAL) earnings; the stock rallied after the report. Meghna calls its 4Q “very strong” and ...
Knapp: Biggest Market Risks Lie in Bond Yields, 4Q Earnings May Disappoint
21 Jan 2026
Contributed by Lukas
Barry Knapp anticipates broader earnings growth in 2026, predicting broader capex and a recovery in the manufacturing sector. However, it won’t happ...
Retail Trading in High Volatility, Using Memory Chips & Robotaxi Beta Momentum
21 Jan 2026
Contributed by Lukas
Breaking news hits the wire that President Trump and NATO agreed on a framework for the future of Greenland. Dave Mazza explains how this headline ser...
ChatGPT’s Ad Model Could Shatter META/GOOGL Duopoly
21 Jan 2026
Contributed by Lukas
Matt Britton thinks OpenAI’s ad moves could reshape the entire industry. Meta Platforms (META) and Alphabet (GOOGL) are a duopoly in the ad space, w...
Spotify Tunes Into Demand: SPOT Bull Case as Stock Nears 52-Week Low
21 Jan 2026
Contributed by Lukas
Spotify (SPOT) is in what Landon Swan considers a "rare" position: being number one and growing. He uses LikeFolio's data to show how th...
NFLX "Must Have" Platform? Balancing Weaker Guidance & WBD Bid in Long-Term Growth
21 Jan 2026
Contributed by Lukas
Matt Dolgin says investors are repricing the stock after the company's guidance underwhelmed in its latest earnings report. That said, he sees the...
HAL Earnings: International Bright Spots, U.S. Struggle, Venezuela Possibilities
21 Jan 2026
Contributed by Lukas
Paul McCarthy walks through Halliburton’s (HAL) earnings. He highlights “good” numbers overseas and their struggle in the U.S. market. Guidance ...
‘Hero or a Zero:’ Breaking Down Trump’s Attempts to Remake U.S. GDP
21 Jan 2026
Contributed by Lukas
Frances Stacy says the market depends on geopolitical risk and liquidity this year. She notes that the U.S. could face repercussions from the EU on tr...
The Big 3: PG, KRE, EBAY
21 Jan 2026
Contributed by Lukas
The Mag 7 is not performing, says @Theotrade's Don Kaufman, something he says investors need to watch in the sessions ahead as it could exhibit a ...
GE "Red, Red Hot:" Gauging Geopolitical Risk & Stock Rally Into Earnings
21 Jan 2026
Contributed by Lukas
Geopolitical risk will drive GE Aerospace's (GE) upside potential "beyond the scope" of expectations, says Datavault AI CEO Nathaniel Br...
Escalation Risks Over Greenland & Trade, ‘Critical’ Market Technicals
21 Jan 2026
Contributed by Lukas
Nate Peterson and Michelle Gibley discuss the big picture amid Trump’s comments from Davos. Michelle thinks things “could escalate” again if the...
BABA Signals China's Nuclear Power Shift Amid AI Surge
21 Jan 2026
Contributed by Lukas
Alibaba's (BABA) electricity generation venture with China Nuclear Power Co. follows similar moves in American mega caps like Microsoft (MSFT) and...
Staying Nimble in ETFs Amid AI Shifts & Recession Risks
21 Jan 2026
Contributed by Lukas
Don Aronson discusses pockets of opportunity in the market and other early 2026 takeaways. He’s leaning into active ETFs; his firm is building out v...
Trump's Davos Speech Lifts Markets & Explaining 25% Natural Gas Rally
21 Jan 2026
Contributed by Lukas
Pending home sales posted a sharp downturn in the latest report. Kevin Green talks about why the 9% drop is so staggering compared to Wall Street'...
Ken Leon Cautious on NFLX & Bull Cases Elsewhere in Entertainment
21 Jan 2026
Contributed by Lukas
Ken Leon reacts to Netflix (NFLX) earnings, saying that it is doing some “very exciting things” that are being overshadowed by the Warner Bros. Di...