Schwab Network

KG: Bracing for FOMC Minutes, Metal Rally & XLE's Bullish 2026 Set-Up

30 Dec 2025

Contributed by Lukas

Kevin Green catches investors up to speed on the latest round of economic data through the Case-Shiller home price index and Chicago PMI. However, he ...

AI Trends to Watch in 2026: M&A, Infrastructure & More

30 Dec 2025

Contributed by Lukas

Marcus Bodet expects AI strength in 2026, including in sectors like infrastructure. He thinks M&A activity will pick up into the first half of nex...

APLD Spinning Off Cloud Business, BA New Contract, LULU Proxy Fight

30 Dec 2025

Contributed by Lukas

Applied Digital (APLD) is spinning off its cloud computing business to EKSO Bionics (EKSO), a move that sent shares rallying Tuesday morning. George T...

John Campbell’s Under the Radar Picks for 2026: POWL, SNEX

30 Dec 2025

Contributed by Lukas

John Campbell thinks the market can rally in 1H26, citing stimulus like tax cuts. He shares stock picks, including Powell Industries (POWL), an “und...

Factors Behind Silver & Gold's Volatile Trade, Fed Chair Talks

30 Dec 2025

Contributed by Lukas

Silver and gold continue to take attention of investors as both metals rebounded ahead of Tuesday's opening bell. Kevin Hincks explains how a shif...

Options Corner: META's Moves & Example Trade

30 Dec 2025

Contributed by Lukas

Manus being acquired by Meta Platforms (META) became a top story ahead of Tuesday's session and brings the company's CapEx story back into que...

Supply & Demand: AI's Double-Edged Sword in Retail

30 Dec 2025

Contributed by Lukas

Gaurav Saran expects a record-breaking year in inventory returns to retailers this year. It's a strain for employees but one that can be alleviate...

Chart of the Day: AAPL Upward Channel

30 Dec 2025

Contributed by Lukas

Apple (AAPL) may be 5% off its all-time high, but Ben Watson with Charles Schwab says there's still strength in Apple's stock chart. He points...

SPX Consolidation, Silver & Gold Rebound Take Focus in Tuesday Trading

30 Dec 2025

Contributed by Lukas

The 20-day SMA is in focus for Kevin Green on Tuesday's session. After Monday's weakness on a low volume trading day, KG says a push below the...

James Demmert's 8,100 SPX Target & Trends to Watch in 2026

30 Dec 2025

Contributed by Lukas

8,100 is possible for the SPX in 2026, according to James Demmert. He believes the tech trade will remain strong into the new year and will offer a li...

Lloyd: Gold Still a Buy, GOOGL & MSFT to Outperform AMZN in 2026

29 Dec 2025

Contributed by Lukas

"Generally speaking," gold is a buy, according to Luke Lloyd. He says gold will continue to rally alongside peers like silver and copper des...

Monday's Final Takeaways: Narrative Shifts in Housing & Metals

29 Dec 2025

Contributed by Lukas

Sam Vadas and Alex Coffey explain two narrative shifts that caught their eyes on today's final takeaways. One is in the housing market and an appa...

Energy Markets Steady Amid Geopolitical Tensions

29 Dec 2025

Contributed by Lukas

Geopolitical tensions in the Middle East and Eastern Europe have yet to significantly move oil markets, according to Tucker Perkins. While global dema...

Overlooked Stock: UUUU Powers Rally Through Guidance

29 Dec 2025

Contributed by Lukas

Energy Fuels (UUUU) saw a strong and volatile 2025, a trend that continued Monday when guidance passed Wall Street's expectations. George Tsilis t...

Amazon's Lackluster 2025 & Key Levels for AMZN Into 2026

29 Dec 2025

Contributed by Lukas

Amazon's (AMZN) late October earnings sent the Mag 7 stock to new all-time highs before falling 10% from that record. Shares now trade just over f...

Market Outlook 2026: Earnings, Diversification, & AI in Emerging Markets

29 Dec 2025

Contributed by Lukas

As 2025 closes, Crit Thomas analyzes key market takeaways: prioritize earnings over survey data, acknowledge the U.S. economy's resilience, and re...

Tariffs & AI: Navigating Economic Stagflation in 2026

29 Dec 2025

Contributed by Lukas

Dr. Wafahakin Orman discusses the lasting impact of tariffs on consumer prices due to inventory drawdowns. She also highlights how geopolitical instab...

Using AI in Earth Mapping & Space: Bull Case for PL, GSAT & LUNR

29 Dec 2025

Contributed by Lukas

Greg Pendy explains the role AI plays in companies tied to earth and space sciences, along with offering bull cases for related stocks. In Planet Labs...

Housing Market Shows Modest Gains: Affordability Improves as Wages Outpace Prices

29 Dec 2025

Contributed by Lukas

Odeta Kushi and Orphe Divounguy analyze the current U.S. housing market, noting that affordability is at its best level in three years. They discuss h...

Cannabis Stocks' Rescheduling Question & ETFs to Watch

29 Dec 2025

Contributed by Lukas

Dan Ahrens discusses the monumental, albeit volatile, shift in U.S. cannabis regulations, specifically the reclassification of cannabis from Schedule ...

Fortifying Your Portfolio with Dovish Fed, Mag 7 & 'Boring' Stock Picks

29 Dec 2025

Contributed by Lukas

Jim Worden projects an S&P 500 target of 7,000 for the current year, and 8,500 for next year. A dovish Fed focused on the labor market rather than...

'Soft Savings:' How Gen Z & Millennials Redefine Retirement Planning

29 Dec 2025

Contributed by Lukas

Jessica Ray explains how younger generations approach finances differently from their predecessors. She notes a shift from traditional retirement plan...

Ca$htag$: FedEx (FDX) Surpasses UPS in Consumer Sentiment

29 Dec 2025

Contributed by Lukas

Likefolio's Megan Brantley notes that FedEx (FDX) is turning the corner. For the first time in a long time, the package delivery company is surpas...

NVDA Down After Adding INTC Shares & Buying Groq

29 Dec 2025

Contributed by Lukas

Sam Vadas talks about the numerous headlines surrounding A.I. giant Nvidia (NVDA) after it spent $5 billion total on millions Intel (INTC) shares. On ...

Banks & Industrial Demand Drive Gold & Silver Bull Market

29 Dec 2025

Contributed by Lukas

David McAlvany explains why gold and silver are experiencing a structural bull market not seen since the 1970s. He highlights central bank gold purcha...

Bitcoin's Path to $1M: "Hugely Supportive" 2026 & Institutional Ties

29 Dec 2025

Contributed by Lukas

The path to $1 million Bitcoin remains intact, argues Bill Barhydt. Volatility seen in recent months is something he believes will level out with more...

Recent Data Points to a Stronger Consumer Outlook in 2026

29 Dec 2025

Contributed by Lukas

Ted Thatcher of Bright Lake Wealth highlighted encouraging economic signals as the year draws to a close, including stronger-than-expected GDP growth ...

The Big 3: GLD, OKLO, BA

29 Dec 2025

Contributed by Lukas

Prosper Trading Academy's Scott Bauer is a big fan of the pullback seen in gold and offers an example trade in the SPDR Gold Shares ETF (GLD). Tur...

WMT & TGT Holiday Retail Test, A.I. Acceleration's Sales Impact

29 Dec 2025

Contributed by Lukas

Tsvetta Kaleynska takes a broad look at the retail space and the impacts A.I. has on profits and consumer favorability. She notes Walmart (WMT) as a w...

FOMC, "Favorable" Investments & Economic Data for 2026

29 Dec 2025

Contributed by Lukas

While last week's stronger-than-expected GDP print offered optimism for the inflation fight, Charles Schwab's Cooper Howard doesn't see it...

Tech Corner: AMZN Underperformance & Unique Outlook

29 Dec 2025

Contributed by Lukas

Amazon (AMZN) has underperformed the overall market and its mega cap peers in 2026. George Tsilis talks about the different business segments and how ...

2025 Trends Extending to 2026? A.I. & Fed Offer Tailwinds

29 Dec 2025

Contributed by Lukas

Tom Bruce believes that the positive market trends of 2025 are likely to extend into 2026. He notes that A.I. will continue to drive productivity and ...

Crypto Corner: 2025's Biggest Disappointments & Wins

29 Dec 2025

Contributed by Lukas

Jim Ferraioli of Charles Schwab joins Jenny Horne on this week's Crypto Corner look at the year that was in Crypto, including why the early optimi...

KG: Signs of "Thawing" Housing Market & Ukraine, Russia "Stalemate"

29 Dec 2025

Contributed by Lukas

It's another holiday-shortened trading week, though Kevin Green points to several undercurrents keeping markets active. He talks about Monday'...

AMZN Evercore Top Pick, SoftBank Acquiring DBRG, KBH Price Target Cut

29 Dec 2025

Contributed by Lukas

SoftBank is fronting $4 billion to buy DigitalBridge (DBRG). George Tsilis talks about why the firm is making a 10-digit offer for the digital infrast...

Metals Pull Back from Record Highs & 'Thin' Ecodata on Docket

29 Dec 2025

Contributed by Lukas

The last trading sessions of 2025 will be low in volume, says Kevin Hincks. He reports from the Cboe Global Markets and explains what investors should...

Market Weighs Earnings to Valuation Balance, FOMC's 'Negative Equity' Issue

29 Dec 2025

Contributed by Lukas

There's a "tale of two cities" happening in the stock market, says Ali Meli. While he believes valuations are stretched, Ali says earnin...

Options Corner: MU Muscles 200% 2025 Rally

29 Dec 2025

Contributed by Lukas

Micron (MU) became one of the year's biggest winners, rallying more than 200% in 2025. Rick Ducat analyzes the stunning price action of the storag...

Chart of the Day: GOOGL "Phenomenal" 2025

29 Dec 2025

Contributed by Lukas

Charles Schwab's Rachel Dashiell turns to the Mag 7 in Alphabet's (GOOGL) "phenomenal run" in 2025. She examines short and long-term...

Expect Low Volume Trading This Week Amid Silver & Gold Pullback

29 Dec 2025

Contributed by Lukas

Last week kicked off a Santa Claus rally that sent stocks soaring on low volume trading sessions. Kevin Green urges investors to keep that low volume ...

High-End Consumer Drives Holiday Spend, Retail ‘Arms Race’

25 Dec 2025

Contributed by Lukas

“The high-end consumer’s going to drive the spend this holiday,” says Charlie O’Shea, citing anecdotal evidence of long lines even in the cold...

NFLX Faces Increased Competition Heading into 2026

25 Dec 2025

Contributed by Lukas

LikeFolio's Landon Swan shows what he considers eye-opening statistics for Netflix (NFLX) interest from consumers compared to its competition. His fir...

META's $75B AI Bet: Patience and Metrics for 2026 Investors

24 Dec 2025

Contributed by Lukas

Dave Nicholson and Ali Mogharabi dive deep into Meta Platforms (META) and the company's substantial capital expenditure in A.I. They question whet...

The Big 3: TSLA, LULU, SLV

24 Dec 2025

Contributed by Lukas

Today's Big 3 include Tesla (TSLA), Lululemon (LULU), and iShares Silver Trust ETF (SLV). Rick Ducat discusses the technical trends of these names...

Playing the Long Game: Housing Market Moves Towards Balance in 2026

24 Dec 2025

Contributed by Lukas

Frances Katzen spotlights the housing market and a “slow trend of rebalance” into 2026. She thinks market demand and buyer decisiveness are “com...

Pete Najarian’s 2026 Picks: C, GOOGL, CAT

24 Dec 2025

Contributed by Lukas

Pete Najarian calls this market rally “the most hated” and explains why. Earnings have been the saving grace. He shares picks for next year, inclu...

WMT: Bullish E-Commerce Growth and Strategic Investments

24 Dec 2025

Contributed by Lukas

Burt Flickinger makes a bullish case for Walmart (WMT), attributing its success to strong e-commerce growth and strategic investments. He highlights W...

INTC Slides on NVDA Testing Halt

24 Dec 2025

Contributed by Lukas

Marley Kayden discusses how Intel (INTC) shares dip after Reuters reports that Nvidia (NVDA) has halted testing of Intel's chip manufacturing proc...

Crude Oil Risk Still to Downside, Long Gold a ‘Dangerous Bet’

24 Dec 2025

Contributed by Lukas

Carley Garner explains what’s behind this week’s strength in crude oil, noting that “almost every year” crude oil generally sees its own Santa...

2026 set up for Continuation Rally

24 Dec 2025

Contributed by Lukas

In Wednesday's shortened trading day, Kevin Green examines the weekly Jobless Claims and trends in the housing sector with the release of the MBA ...

It’s Not Just Rates: Why the Fed Balance Sheet is Critical for 2026

24 Dec 2025

Contributed by Lukas

Barry Knapp gives his outlook for rates in 2026 and explains how the Fed’s policies have affected housing affordability and inflation. It’s more t...

Christmas Eve Movers: KBH, LMT, BA, NKE

24 Dec 2025

Contributed by Lukas

KB Home is downgraded by Raymond James, Lockheed Martin (LMT) and Boeing (BA) get expanded Pentagon contracts, and Apple CEO Tim Cook buys $3M of Nike...

Impact of Extended Trading Hours

24 Dec 2025

Contributed by Lukas

As stock exchanges begin the process of expanding trading hours, Jonathan Corpina of Median Equity Partners gives the pros and cons of markets moving ...

S&P 500 at New High Entering Christmas

24 Dec 2025

Contributed by Lukas

In Wednesday's half-day of trading, Kevin Hincks looks at the latest weekly Jobless Claims and MBA Mortgage Application data, and what it could me...

Options Corner: Intel (INTC) Falling

24 Dec 2025

Contributed by Lukas

Shares of Intel (INTC) are falling after a Reuters report that Nvidia (NVDA) has stopped testing one of its new chips. Rick Ducat looks at the technic...

Would not be Surprised to see Significant Correction in 2026

24 Dec 2025

Contributed by Lukas

While markets seem to have moved past the headlines that drove volatility early in 2025, the rallies in Gold and Silver show that there is reason for ...

7000 Level in Sight for S&P 500

24 Dec 2025

Contributed by Lukas

A Santa Claus rally could be on the cards as the S&P 500 comes off its 38th all-time closing high of 2025. Kevin Green discusses the technical set...

Holiday Season Demand at WMT & AMZN

24 Dec 2025

Contributed by Lukas

Investors are entering the holiday season with less tolerance for risk. Tsvetta Kaleynska from Rila Global is watching the latest developments at Walm...

Chart of the Day: MSFT Technical Levels

24 Dec 2025

Contributed by Lukas

Kevin Horner looks at the chart of Microsoft (MSFT) to close out the year, which has rallied over 15% in 2025. Horner examines the recent decline in t...

Tuesday's Final Takeaways: Gold/Silver High, Weight Loss Pill Approved, Bitcoin Pulls Back

23 Dec 2025

Contributed by Lukas

Marley Kayden and Jenny Horne discuss their takeaways for today. They discuss economic data, as well as gold and silver hitting new highs. They also n...

Warning Signs in Private Credit

23 Dec 2025

Contributed by Lukas

Len Tannenbaum discusses trends to watch in private credit. He discusses the fall in private credit and warning signs investors should watch out for. ...

Overlooked Stock: Applied Optoelectronics

23 Dec 2025

Contributed by Lukas

AAOI surged to a new 52-week high this week as demand for data centers continues. George Tsilis breaks down the company's growth in sales across. ...

Reddit named top pick at Needham

23 Dec 2025

Contributed by Lukas

Needham thinks that Reddit (RDDT) is set to surge in 2026, putting a $300 price target as it added the stock to its "Conviction Buy" list. R...

Portfolio Planning for 2026

23 Dec 2025

Contributed by Lukas

With the Fed expected to cut rates at least once in 2026, Sam Reid from River Canyon discusses the role that structured credit can play in a portfolio...

All Eyes on Inflation in 2026

23 Dec 2025

Contributed by Lukas

The data disruption due to the government shutdown means that investors are uncertain on what data points the Fed will be factoring in and discounting...

Economic Outlook: Fed Risk & Low Labor Market

23 Dec 2025

Contributed by Lukas

William Lee and Rick Pederson discuss the U.S. economic outlook. Lee notes strong GDP productivity, a weakening labor market, and Fed policy risk. Ped...

Technical Tuesday: SPX, AVGO, ONON

23 Dec 2025

Contributed by Lukas

Charles Schwab's Kevin Horner looks at today's technical trends. He discusses the S&P 500 (SPX), Broadcom (AVGO), and On Holding (ONON).==...

Signs of a Soft Landing in 2026

23 Dec 2025

Contributed by Lukas

Inflation is becoming less of a concern in recent data and shows that there is resilience in the economy headed into 2026 according to Ted Thatcher fr...

'Fed has Taken Their Eye off the Ball'

23 Dec 2025

Contributed by Lukas

A steepening yield curve shows that the Fed's shift to focusing on employment rather than inflation may be premature, according to Dean Smith from...

Hollywood and the Holidays

23 Dec 2025

Contributed by Lukas

After underperforming for much of 2025, Hollywood is seeing strong holiday box office results with the release of Zootopia 2, Avatar: Fire and Ash and...

Consumer Confidence Dives While Spending Soars

23 Dec 2025

Contributed by Lukas

Sucharita Kodali and Owen Carr dissect the U.S. consumer landscape, noting a peculiar divergence: declining confidence juxtaposed with robust spending...

Sectors Poised for Growth: Tech, Cloud, and Energy Lead the Charge in 2026

23 Dec 2025

Contributed by Lukas

Aquiles Larrea outlines sectors to avoid and those poised for growth in 2026. He expects continued resistance in retail and homebuilders, citing tarif...

Big 3: META, GOOGL, ORCL

23 Dec 2025

Contributed by Lukas

Jessica Inskip, Director of Research at StockBrokers.com, sees continued opportunities in the technology sector. She believes the A.I. trend is far fr...

2025 Market Triumph: Silver and Gold Soar, WMT A Value Play

23 Dec 2025

Contributed by Lukas

David Stryzewski shares his 2025 market takeaways, noting that the S&P 500's 20-25% gain made it an incredible year. He also discusses the gro...

PLTR Military Deals & AI Scrutiny

23 Dec 2025

Contributed by Lukas

Datavault AI CEO Nathaniel Bradley breaks down Palantir (PLTR), which has recently garnered attention for its U.S. military partnerships, including a ...

TSLA Soars: Cautious Bearishness & Options Play

23 Dec 2025

Contributed by Lukas

Tesla (TSLA) stock soared over 20% in 2025, reaching new highs. Marley Kayden highlights a raised price target from Canaccord Genuity, despite a reduc...

U.S. Economy Shows Strength: Consumer Spending Defies Cooling Expectations

23 Dec 2025

Contributed by Lukas

Collin Martin notes the U.S. economy's remarkable strength, driven by robust consumer spending and defying earlier expectations of a cooling labor...

M&A Boom: NFLX, PSKY, EA, CYBR, NSC Lead the Charge

23 Dec 2025

Contributed by Lukas

Roy Behren details the record-breaking year for mergers and acquisitions, driven by a business-friendly U.S. administration, lower interest rates, and...

Strong Data may Point to Fed Pause

23 Dec 2025

Contributed by Lukas

The delayed 3Q GDP report showed growth above 4%, which combined with inflation concerns could mean less Fed rate cuts than investors are expecting in...

U.S. New Frigate Boosts HII, 2026 Top Picks & Metals Rally

23 Dec 2025

Contributed by Lukas

Defense stocks are in focus as the Trump administration announces a new class of ships, which is moving Huntington Ingalls (HII) higher in Wednesday t...

'Very Optimistic' on Broader Market in 2026

23 Dec 2025

Contributed by Lukas

The gains in markets will expand beyond the Mag 7 in 2026 according to Chris McMahon of Aquinas Wealth Advisors. Interest rates cuts could help boost ...

Broadening of the A.I. Trade in 2026

23 Dec 2025

Contributed by Lukas

The adaptation of A.I. has just begun heading into 2026 according to David Nelson, as more companies learn to use A.I. as part of their daily business...

GDP gains 4% in Delayed Report, Vol falls, Metals Rally

23 Dec 2025

Contributed by Lukas

Futures are muted ahead of Wednesday's open as the market digests GDP and other delayed reports after the government shutdown. Kevin Hincks examin...

Options Corner: Nvidia (NVDA)

23 Dec 2025

Contributed by Lukas

The U.S. government is investigating if Nvidia (NVDA) chips are being smuggled into China through Singapore. Rick Ducat shows how the world's most...

'Could be one of the Biggest Bubbles in History'

23 Dec 2025

Contributed by Lukas

The debate between market bulls and bears continues over if we are experiencing an A.I. bubble, and David Lundgren gives some historical context on ho...

Chart of the Day: META

23 Dec 2025

Contributed by Lukas

Rachel Dashiell examines the chart of Meta Platforms (META), which has gained 13% in 2025. In the short term, the stock has fallen from the all-time h...

PLTR Positioned to Be the ‘Nervous System’ of Trump Trade in 2026

23 Dec 2025

Contributed by Lukas

Matt Tuttle says that the shift in U.S. foreign policy priorities provides different opportunities to invest in the defense sector. Tuttle likes Europ...

Vix at 1-Year Low, Gold Rally Continues

23 Dec 2025

Contributed by Lukas

In the final full trading day before the Christmas holiday, Kevin Green discusses why volatility has fallen to its lowest level since December of 2024...

Tech Rotation to Follow Santa Claus Rally, AAPL 2026 "Favorite"

23 Dec 2025

Contributed by Lukas

Eddie Ghabour anticipates a year-end Santa Claus rally driven by money managers attempting to catch up with indices. He expects a rotation out of over...

Monday's Final Takeaways: Space Stock Race & ORCL Tech Importance

22 Dec 2025

Contributed by Lukas

Jenny Horne joins Marley Kayden for Monday's final takeaways of the session. They discuss Oracle's (ORCL) growing importance to the tech trade...

Options Strategies for Risk Management: Insights from David Chau

22 Dec 2025

Contributed by Lukas

David Chau discusses how to apply options strategies to manage risk. He explains how to utilize expected moves and implied volatility to contextualize...

Overlooked Stock: OLLI Upgrade & Comparisons to DG

22 Dec 2025

Contributed by Lukas

Loop Capital turns bullish on Ollie's Bargain Outlet (OLLI). George Tsilis explains why the firm is moving off the sidelines and into the buy camp...

Streaming Wars Heat Up: PARA, NFLX, and DIS Battle for Content and Sports Rights

22 Dec 2025

Contributed by Lukas

Kenneth Suh discusses the implications of a potential acquisition of Warner Brothers Discovery (WBD) by Paramount Skydance (PSKY) or Netflix (NFLX). H...

MU Hits New Record High, Continues Massive 2025 Run

22 Dec 2025

Contributed by Lukas

Micron's (MU) meteoric momentum continued Monday to new all-time highs on the back of last week's earnings. Rick Ducat analyzes the stock'...

Forge Global's Private Market Perspective as SpaceX, OpenAI Seek IPO

22 Dec 2025

Contributed by Lukas

Global Chief Strategy Officer Howe Ng discusses the private market landscape, emphasizing the increasing value creation within this asset class. He an...

Fed's Tightrope Act for 2026: Inflation Risks Amid Booming A.I. Trade

22 Dec 2025

Contributed by Lukas

Christopher Hodge offers his outlook on the market's trajectory into 2026. He notes a dovish Federal Reserve, expecting continued rate cuts, and robus...

Gibbens: NVDA 'Pretty Cheap,' 20% AVGO Rally Possible as SPX Nears 7,000

22 Dec 2025

Contributed by Lukas

"We're heading above 7,000" in the SPX, says Mark Gibbens. He points to improving fundamentals and a return of A.I. intrigue as the main...

A.I., ETFs & Equity Bull Run: Indicators Pointing to Big 2026 in Crypto

22 Dec 2025

Contributed by Lukas

Ray Salmond believes 2026 will shape up to be a stronger year for cryptocurrencies. He offers a big picture perspective on how retail and institutiona...

Investing During Year-End Market Excitement & Rebalancing for 2026

22 Dec 2025

Contributed by Lukas

Jason Betz discusses the market's current state, noting that a "no news is good news" environment is driving year-end excitement. He sug...

Cheap Production & A.I. Demand Bolster 2026 Solar Bull Case

22 Dec 2025

Contributed by Lukas

Max Jackson discusses the future of solar energy in the U.S. He explains how solar will be the dominant renewable energy source added to the grid thro...