Schwab Network
Episodes
Thursday's Final Takeaways: LLY Positive Drug Trial, Home Prices Turn Negative
11 Dec 2025
Contributed by Lukas
Marley Kayden and Sam Vadas discuss Eli Lilly's (LLY) positive weight loss drug trial and how home prices turned negative. They also note that jobless...
YieldMax ETFs Launch New Funds around MSTR, NVDA, TSLA
11 Dec 2025
Contributed by Lukas
YieldMax ETFs' Michael Khouw joins Market on Close to talk about three new funds YieldMax ETF launched around MSTR, NVDA, and TSLA. He also notes ...
Crypto Corner: Bitcoin's Key $90K Level & Post-Fed Crypto Expectations
11 Dec 2025
Contributed by Lukas
Charles Schwab's Nathan Peterson joins Jenny Horne on this week's Crypto Corner and highlights why $90,000 is such an important level for Bitc...
Overlooked Stock: PL Soars on Earnings, Upped Guidance & Government Funds
11 Dec 2025
Contributed by Lukas
Planet Labs (PL) rocketed more than 30% to the upside Thursday after the satellite imaging and data company posted earnings and guidance that impresse...
AVGO Earnings & Options Face Pressure After Shares Rally 75% in 2025
11 Dec 2025
Contributed by Lukas
Broadcom (AVGO) traded just off it's all-time high ahead of Thursday's after hour earnings, rallying 75% so far in 2025. Rick Ducat says its i...
Tanger (SKT) CEO: ‘Aspirational Consumer’ Driving Retail Resurgence
11 Dec 2025
Contributed by Lukas
Stephen Yalof, CEO of Tanger (SKT), previews the trends to watch in holiday shopping. Tanger is a outlet mall chain with 41 shopping centers in North ...
Implications of Walmart (WMT) Moving Listing to Nasdaq from NYSE
11 Dec 2025
Contributed by Lukas
Kevin Davitt looks at historical market data to check the likelihood of a market rally in the second half of December, with the potential for new all-...
Ca$htag$: Lululemon (LULU) Aiming for ‘Bit of a Surprise’ Ahead of Earnings
11 Dec 2025
Contributed by Lukas
Likefolio’s Landon Swan says Lululemon (LULU) has “really fallen off” since last year, but that gives it easier comps. However, holiday season s...
Kennedy: 2026 a ‘Show Me Story’ for the Bull Market
11 Dec 2025
Contributed by Lukas
Patrick Kennedy emphasizes the need for market broadening and is looking more at the equal-weighted S&P 500 index to gauge how long the bull marke...
2026 Oil Will See ‘Good Demand, Better Supply’, Price to $50 Before $70
11 Dec 2025
Contributed by Lukas
Vikas Dwivedi reacts to the latest headlines around oil as Trump says the U.S. has seized an oil tanker off the coast of Venezuela. He thinks oil pric...
Potential Economic Surprises in 2026
11 Dec 2025
Contributed by Lukas
Brian Jacobsen and Steven Kates discuss the Fed’s rate cut yesterday and their path forward. Steven thinks the Fed is proving unwilling to “step f...
Energy's Growing Ties to A.I.: Mag 7 CapEx & Data Centers Accelerate Demand
11 Dec 2025
Contributed by Lukas
A.I. is shaping up to be a large part of Brian Kessens' energy outlook. His firm's research found that electricity loan growth is moving from ...
"Significant" Backlog v. Massive Debt: Will ORCL Win A.I. Race or "Come in Last?"
11 Dec 2025
Contributed by Lukas
Ron Westfall points to Oracle's (ORCL) more than $500 billion RPO and massive multicloud revenue growth as signs the company will keep pace in the...
The Big 3: MMM, GOOGL, NXT
11 Dec 2025
Contributed by Lukas
As the tech trade experiences weakness on the back of Oracle's (ORCL) earnings, Dan Deming turns to three stocks he sees as upcoming A.I. benefici...
Mueller: ‘It’s Not a Gain Until You Realize It’, Tech has More to Go
11 Dec 2025
Contributed by Lukas
“People are just uncertain” about the market’s long-term trajectory, argues Patrick Mueller, and they feel things are too overweighted in the te...
Costco (COST) Earnings Preview: Consumers Still Loyal But Stock Down
11 Dec 2025
Contributed by Lukas
Marley Kayden previews Costco (COST) earnings, noting that consumers are still willing to pay for memberships despite feeling the squeeze. “That’s...
AVGO "Specialist" Edge: Custom A.I. Chips & NVDA Diversion Key for Earnings
11 Dec 2025
Contributed by Lukas
Broadcom (AVGO) reports earnings after the closing bell on Thursday, and Michelle Connell sees headwinds for the company to demonstrate continuing str...
Global Central Banks Turning Hawkish & Markets Holding A.I. CapEx Story
11 Dec 2025
Contributed by Lukas
The international banking front is turning hawkish, says Charles Schwab's Michelle Gibley. She explains what it means for stocks and the U.S. doll...
Busch: Balance Big Tech Investments with Dividend Payers
11 Dec 2025
Contributed by Lukas
David Busch dissects Powell’s comments at the post-rate-decision press conference and looks at how the Fed’s makeup could change with a new Chair....
KG: ORCL Pullback "Healthy" with Rotation, SPX Retreat & Silver Soars
11 Dec 2025
Contributed by Lukas
As the Oracle (ORCL) sell-off beats down the SPX and NDX, Kevin Green considers the price action "healthy" as assets move elsewhere in the s...
GOOGL Price Target Raise, SNPS Strong Guidance, LLY Retratrutide Results
11 Dec 2025
Contributed by Lukas
Oracle (ORCL) weighed on markets Thursday morning but Diane King Hall turns to stocks seeing strength. Synopsys (SNPS) added muscle to the tech trade ...
'Dip Worth Watching:' Weakness After Rate Cut, ORCL & Jobless Claims
11 Dec 2025
Contributed by Lukas
Thursday morning's downside action can be attributed to a number of movers, though Kevin Hincks says it's weakness worth watching. He takes in...
Joyce Huang: One Rate Cut Next Year, Cash Deploying Early 2026
11 Dec 2025
Contributed by Lukas
Joyce Huang expects one rate cut next year, saying there’s a chance inflation could spike if it cuts too much. “Rates are likely to remain rangebo...
Walser: Divided Fed Shows Growing Instability, ORCL Poses A.I. Questions
11 Dec 2025
Contributed by Lukas
Rebecca Walser says she hasn't seen the Fed this divided in ten years, something she sees as notable. While she sees the rate cut being good for e...
Explaining "Narrative Shift" in Wealth Management A.I. Adoption
11 Dec 2025
Contributed by Lukas
Wealth management's A.I. adoption is something Justin Whitehead sees growing that includes a "narrative shift" coming in 2026. He talks ...
Options Corner: LULU's Lasting Pressure
11 Dec 2025
Contributed by Lukas
Lululemon (LULU) never recovered from tariffs, with the stock now down 50% in 2025. Rick Ducat takes investors through key levels to watch if a reboun...
Market Path Ahead Post-FOMC Rate Cut, ORCL 'Missed Layup' & NVDA Slides
11 Dec 2025
Contributed by Lukas
Heading toward 24 hours after the FOMC cut interest rates by 25bps, Kevin Green takes everything we learned Wednesday and explains what it means for T...
Chart of the Day: CVNA's Sharp Rally
11 Dec 2025
Contributed by Lukas
Carvana's (CVNA) breakout through $400 is something that Charles Schwab's Kevin Horner considers stunning. That said, he urges investors and t...
AVGO "Very Well Positioned" for Earnings, GOOGL & ORCL Offer Tailwinds
11 Dec 2025
Contributed by Lukas
Joseph Shaposhnik sees Broadcom (AVGO) as "very well positioned" to meet or exceed earnings. The question will come down to guidance. He poi...
ORCL Earnings; Fed Cut Boosts Economy
10 Dec 2025
Contributed by Lukas
Dr. Yung-Yu Ma shares an analysis of Oracle (ORCL) earnings, noting that the market overstates Oracle's capital expenditure concerns. He discusses...
Wednesday's Final Takeaways: FOMC Rate Cut & Global Yields Climb
10 Dec 2025
Contributed by Lukas
Marley Kayden and Sam Vadas talk all about Wednesday's decision from the Fed to cut interest rates by 25bps. They also explain the moves it has on...
EARNINGS ALERT: ORCL & ADBE
10 Dec 2025
Contributed by Lukas
Oracle (ORCL) missed on its revenue but still doubled down on A.I. spending plans. Marley Kayden, Sam Vadas, and Kevin Green talk about the stock'...
Overlooked Stock: PLAB Closes Best Day Since 2008 After Earnings
10 Dec 2025
Contributed by Lukas
Photronics (PLAB) shot up more than 40% and hit highs not seen since 2001 on Wednesday's session. The semiconductor equipment manufacturer signifi...
Strategy (MSTR) CEO on Bitcoin Treasury, Balance Sheet & MSCI Push Back
10 Dec 2025
Contributed by Lukas
Phong Le, CEO of Strategy (MSTR), explains why he sees the company as a viable option amid the rise in cryptocurrencies. He talks about how the compan...
Sonali Basak on "Dovish" FOMC Tone, Big T-Bill "Question" & 2026 Outlook
10 Dec 2025
Contributed by Lukas
iCapital's Sonali Basak breaks down Fed Chair Jerome Powell's commentary and the FOMC's press release after cutting interest rates 25bps. ...
Cleveland: Fed Dissension Good, This is Not a Hawkish Cut
10 Dec 2025
Contributed by Lukas
Jeffrey Cleveland reacts to the Fed decision to cut rates by 25 basis points, with three dissents. He thinks unemployment will tick up and PCE will fa...
Three Dissents in FOMC Cutting Interest Rates 25bps, 'QE is Back'
10 Dec 2025
Contributed by Lukas
There were three dissents in the latest interest rate cut from the Fed, one for 50bps and two for zero cuts. Kevin Hincks talks about the FOMC's d...
Stovall: Expecting One Cut in Each Half of 2026
10 Dec 2025
Contributed by Lukas
Sam Stovall thinks the unemployment rate could surprise to the upside in delayed October data because of the government shutdown, but thinks it will m...
Lippman: Need to Retrain & Reskill Employees in Age of AI
10 Dec 2025
Contributed by Lukas
Harley Lippman thinks entry-level jobs are tough to find, but the labor market will embrace employees who embrace AI. “AI is not coming after your j...
Ca$htag$: Adobe’s (ADBE) ‘Rough Year’
10 Dec 2025
Contributed by Lukas
Likefolio’s Landon Swan calls it a “rough year” for Adobe (ADBE) ahead of its earnings report this afternoon. He thinks investors are worried ab...
Powell’s ‘Lame Duck’ Era & Fed Rate Cut Path for 2026
10 Dec 2025
Contributed by Lukas
Bill Lee and Ben Ayers preview the FOMC announcement. Bill talks about Powell’s “lame duck” era and Ben calls division the “key word” for th...
SailPoint (SAIL) CEO on Cybersecurity Surge & Latest Earnings
10 Dec 2025
Contributed by Lukas
Mark McClain, CEO of SailPoint (SAIL), talks about the company's latest earnings and recent successes. Cybersecurity's growing needs is a prim...
The Big 3: XOM, JPM, TLT
10 Dec 2025
Contributed by Lukas
The market has "pent up volatility" ahead of the FOMC's interest rate decision, says TheoTrade's Don Kaufman. He warns investors to ...
Small: Powell ‘Christmas Grinch’, NVDA ‘Grotesquely Misunderstood’, TSLA ‘Biggest AI Player’
10 Dec 2025
Contributed by Lukas
Jeffrey Small expects the Fed’s hawkish tone to continue and says “there’s nothing to guarantee” we get a rate cut despite high odds in the ma...
ADBE Earnings Preview: A.I. Monetization, ChatGPT Partnership & Options Trade
10 Dec 2025
Contributed by Lukas
Keith Kirkpatrick believes Adobe (ADBE) is making the right moves to bolster its platform for A.I. He says the company just needs more ties between th...
GEV Soars on Guidance Hike, Dividend Spike & Share Buyback Boost
10 Dec 2025
Contributed by Lukas
GE Vernova (GEV) surged more than 10% after Wednesday's opening bell backed by a slew of positive headlines for investors. Marley Kayden explains ...
Rate Talks "Counterproductive?" What Markets Should Watch in FOMC Decision
10 Dec 2025
Contributed by Lukas
Kathy Jones with Charles Schwab talks about how the bond market is bracing for what many assume will be a hawkish interest rate cut Wednesday. She exp...
Emons: Today Could be the Last Rate Cut
10 Dec 2025
Contributed by Lukas
Ben Emons is looking forward to the dot plot after the FOMC announcement today. He thinks there could be one more cut in 2026 but says it is unclear f...
KG: "Normal Fashion" Fed Set-Up, Silver Rips & Soybeans Slides
10 Dec 2025
Contributed by Lukas
It's business per usual for markets on Fed day, says Kevin Green. He turns to technical analysis to explain how the set-up into Wednesday's in...
Opportunities in AI Power, Healthcare & Defense
10 Dec 2025
Contributed by Lukas
Bob Shea likes AI power infrastructure plays and says it has worked well over the last 2.5 years. He highlights GE Vernova (GEV) as an example and cal...
PLTR U.S. Navy Contract, GME Earnings Sell-Off, PEP Gets New Bull
10 Dec 2025
Contributed by Lukas
The Fed's interest rate decision Wednesday afternoon will be crucial for the macro front, though Diane King Hall turns her attention to micro move...
Brian Glenn’s Picks: META, BA, GEV
10 Dec 2025
Contributed by Lukas
Brian Glenn previews the FOMC decision and what he’s watching, including dissension around the cut. He covers how mortgage rates could move after a ...
"Jittery" Markets Pricing In Hawkish Rate Cut, VIX Uptick Into Announcement
10 Dec 2025
Contributed by Lukas
Markets are pricing in a hawkish interest rate cut from the Fed, says Kevin Hincks. He notes a two point climb in the VIX since the week began as the ...
Options Corner: ORCL's Roundtrip Since Last Earnings
10 Dec 2025
Contributed by Lukas
Overspending concerns surround the A.I. narrative plagued the trade in recent weeks, and Oracle (ORCL) was seen as a posterchild for that risk. The st...
2026 Year for Small & Mid-Caps? Bull Case for Outperformance Against SPX
10 Dec 2025
Contributed by Lukas
"This is not a drill," says Erin Gibbs when talking about 2026 being "the year" for small and mid-cap stocks. She explains what ma...
Booth: Don't be Surprised to See FOMC Dissents, Inflation Weighs on Decision
10 Dec 2025
Contributed by Lukas
Danielle DiMartino Booth (@DanielleDiMartinoBoothQI) takes investors through her Fed experience and expectations ahead of Wednesday's interest rat...
Chart of the Day: JPM Sells on Increased Expenses
10 Dec 2025
Contributed by Lukas
JPMorgan Chase (JPM) saw a steep sell-off after the banking giant said it expects to rise to $105 billion in 2026. Rachel Dashiell takes investors thr...
VIX Crush Hinges on FOMC, GEV Surges with Guidance, PLTR Pushes Higher
10 Dec 2025
Contributed by Lukas
Today will be all about the Fed commentary, says Kevin Green. With a 25bps interest rate cut priced into markets, he believes the FOMC's path forw...
Tuesday's Final Takeaways: Jobs Uptick Ahead of Fed Decision & ORCL Earnings
10 Dec 2025
Contributed by Lukas
JOTLS and ADP weekly employment showed a little reprieve for what many consider a jobs market under pressure. It's expected to be a critical focus...
Market Shift: New Leaders Emerge as META, MSFT, NVDA, AMZN Struggle
09 Dec 2025
Contributed by Lukas
Mario Lagana discusses the current market consolidation of the S&P and NASDAQ. Mario points out the struggle of former leadership stocks like Meta...
Overlooked Stock: GLXY Grabs New Bull & $60 Price Target
09 Dec 2025
Contributed by Lukas
Galaxy Digital (GLXY) nabbed Citizens as a new bull. The firm initiated coverage on the digital finance company with a market outperform rating and $6...
Options Corner: AAPL Price Target Boost
09 Dec 2025
Contributed by Lukas
Citi raised its price target on Apple (AAPL) to $330 from $315 over bullish expectations for iPhone 17 sales. Rick Ducat notes the company's chang...
Mesoblast (MESO) CEO on Stem Cell Therapies & Medical Pipeline
09 Dec 2025
Contributed by Lukas
Silviu Itescu, CEO of Mesoblast (MESO), discusses their stem cell work and their FDA-approved products. Their latest work is to treat acute graft vs h...
What a Steeping Yield Curve Means for Bond Markets
09 Dec 2025
Contributed by Lukas
Janet Rilling expects the yield curve to continue to steepen into 2026 as the Fed holds down the front end and the market “controls the rest.” She...
December FOMC Decision to Outline Rate Cutting Path for 2026
09 Dec 2025
Contributed by Lukas
Investors will have their attention all on Fed Chair Jerome Powell and the FOMC in a highly-anticipated interest rate decision. Ian Wyatt believes a h...
Technical Tuesday: SPX, CDE, DHI
09 Dec 2025
Contributed by Lukas
Kevin Horner’s Technical Tuesday breaks down the charts of the S&P 500 (SPX), Coeur Mining (CDE), and D.R. Horton (DHI). On the SPX, he points t...
TEN (TEN) CEO on Why Lower Oil Prices are Good for Energy Shippers
09 Dec 2025
Contributed by Lukas
Nikolas Tsakos, CEO of TEN Ltd. (TEN), says “we have been going from crisis to crisis since the ‘20s,” citing the pandemic, the Russian invasion...
Bob Lang on Market Money Flows & Stock Picks: APO, BX, CG
09 Dec 2025
Contributed by Lukas
Bob Lang focuses on money flows, with inflows into healthcare, “select areas” of technology, and retail. He highlights Victoria’s Secret (VSCO) ...
Psychology of Spotify Wrapped: Why It's a Marketing Success
09 Dec 2025
Contributed by Lukas
More than 200 million Spotify (SPOT) users interacted with Spotify Wrapped within its first 24 hours, says MichaelAaron Flicker. He explains that ther...
Ca$htag$: Chewy (CHWY) Retention Strong, Autoship Interest Rising
09 Dec 2025
Contributed by Lukas
Likefolio’s Andy Swan sees strength and “growing levels of retention” for Chewy (CHWY), with cancellation searches flat and autoship searches up...
Toll Brothers (TOL) Earnings Breakdown: Will 2026 Turn Around?
09 Dec 2025
Contributed by Lukas
Alex Barron and Rogers Healy react to Toll Brothers (TOL) earnings. Rogers is “unsurprised” by the results, saying “they’re playing the margin...
WBD Bidding War "Story Built for Hollywood" as NFLX, PSKY & YouTube Fight for Views
09 Dec 2025
Contributed by Lukas
When it comes to Netflix (NFLX) and Paramount Skydance's (PSKY) vocal battle for Warner Bros. Discovery (WBD), Investopedia's Caleb Silver say...
The Big 3: CME, IBM, WMT
09 Dec 2025
Contributed by Lukas
Jessica Inskip's Big 3 focuses on stocks she sees disappearing from investors' radars that will continue strong upside moves. She talks about ...
Saccaro: Consumer Strength Will Determine Recession Odds
09 Dec 2025
Contributed by Lukas
Anthony Saccaro thinks a rate cut tomorrow is “well justified” as both sides of their mandate appear to be softening. Looking ahead, he thinks the...
ORCL "Story of Two Truths:" Weighing Cloud & Customers to Growing Debt
09 Dec 2025
Contributed by Lukas
Steven Dickens maintains his long-term bullish view on Oracle (ORCL). While he notes the company's ballooning debt, he sees Oracle's business ...
Will Selling Nvidia’s (NVDA) H200 Chips to China Actually Boost the Bottom Line?
09 Dec 2025
Contributed by Lukas
Marley Kayden covers the latest on Nvidia’s (NVDA) clearance to ship H200 chips to China. The permissions don’t cover the advanced Blackwell chips...
Bracing for Hawkish Fed & SPX Needs Muscle for Santa Claus Rally
09 Dec 2025
Contributed by Lukas
Nathan Peterson with Charles Schwab says he's surprised the chances of the FOMC cutting interest rates Wednesday are high. He warns investors to b...
‘AI Will be a Dominant Force’ Like the Internet, But is Tech Over its Skis?
09 Dec 2025
Contributed by Lukas
“The big surprise” tomorrow would be if Powell changes the course for next year, Ben Fulton says. He discusses his rate expectations for 2026, the...
KG: JOLTS Improve, Watch FOMC Dot Plot & HD Shows "What You Want to See"
09 Dec 2025
Contributed by Lukas
There's plenty on Tuesday's radar to watch as the Fed starts its interest rate meeting ahead of Wednesday's decision. Kevin Green turns to...
Jim Thorne on 8,400 SPX Thesis, FOMC Path Ahead & MSTR Buy Opportunity
09 Dec 2025
Contributed by Lukas
Jim Thorne thinks the “big trade” in 2026 is when to move into an interest rate sensitive trade. He encourages dissent within the Fed and talks ab...
TOL Shows Cautious Housing Demand, AZO Earnings, NCLH Downgrade
09 Dec 2025
Contributed by Lukas
Diane King Hall talks about Toll Brothers' (TOL) cautious outlook for 2026 adding pressure to its mixed earnings. She offers her take on what it m...
Stever: 2026 Focus on AI Scalability and Company Dominance
09 Dec 2025
Contributed by Lukas
“I think the AI revolution is real,” Ryan Stever says, but argues the capex is “overdone.” In 2026, we have to figure out “how scalable” A...
Markets "Nervous" Ahead of FOMC Rate Decision, NVDA's Next Moves
09 Dec 2025
Contributed by Lukas
The Fed starts its interest rate meeting today, and Kevin Hincks notes jittery markets as talks begin. He explains how the FOMC's prior decision l...
Mazza: 2026 Will Hold A.I. "Winners and Losers," Healthcare "Super Underappreciated"
09 Dec 2025
Contributed by Lukas
Roundhill Investments' Dave Mazza says the "fundamental footing" for markets remains strong, though recent weeks have shown "more f...
Options Corner: ADBE "Vast Underperformer" Into Earnings
09 Dec 2025
Contributed by Lukas
The software sector was beaten down in 2025, and Adobe (ADBE) has been one of the poster children of that decline. Rick Ducat shows how the multimedia...
Case for Rate Cuts to Continue in 2026, Ways to Position Portfolios
09 Dec 2025
Contributed by Lukas
Jay Love believes the FOMC will continue its interest rate cutting cycle into 2026. He sees the first half of the year staying strong but expects the ...
SPX Lack of Rotation, NVDA H200 China Sales Tax & GOOGL Antitrust Probe
09 Dec 2025
Contributed by Lukas
The SPX didn't experience the rotation Kevin Green hoped to see on Monday. He explains why investors may want to "question" the index wi...
Chart of the Day: IBM Acquires CFLT
09 Dec 2025
Contributed by Lukas
IBM Corp.'s (IBM) acquisition of Confluent (CFLT) is something analysts largely believe will benefit the legacy tech firm. Charles Schwab's Be...
November 2025 STAX: NVDA, PLTR, AMZN Big Buys & Gen X Bullish Boost
09 Dec 2025
Contributed by Lukas
Charles Schwab's Joe Mazzola takes investors through the latest STAX report to explain how clients gravitated toward value on beaten-down stocks. ...
Biggest Questions Surrounding the Chinese Economy
08 Dec 2025
Contributed by Lukas
Ed Butowsky discusses the state of the Chinese economy, as well as China's evolution away from exporting to the U.S. He also talks about the healt...
Monday's Final Takeaways: CVNA Entering SPX, WBD Bidding War Intensifies
08 Dec 2025
Contributed by Lukas
The automobile and entertainment industries took Sam Vadas and Marley Kayden's attention on Monday's session. They explain the significance in...
Overlooked Stock: SATS Hits All-Time High
08 Dec 2025
Contributed by Lukas
EchoStar (SATS) rallied nearly 300% since the start of 2025. George Tsilis attributes much of that rally to SpaceX and its equity connection to the El...
PSKY Stages Rally in WBD Bid Rivaling NFLX
08 Dec 2025
Contributed by Lukas
Warner Bros. Discovery (WBD) has taken over discussions surrounding entertainment stocks as Paramount Skydance (PSKY) throws a new bid into the acquis...
CitroTech (CITR) CEO on Wildfire Prevention and Protection
08 Dec 2025
Contributed by Lukas
Wes Bolsen, CEO of CitroTech (CITR), talks about wildfire prevention and his company’s role in the industry. They use EPA-certified fire inhibitors ...
Soloway: Santa Claus Rally Not Likely, Technical Weakness in A.I. & Bitcoin
08 Dec 2025
Contributed by Lukas
Verified Investing's Gareth Soloway isn't convinced Santa Claus is coming to the stock market. A Yen Carry Trade unwind is something he consid...
Why Biotech and Healthcare are Primed for AI
08 Dec 2025
Contributed by Lukas
Juan Moreno thinks public markets look more overheated than private markets. Investors are “looking at a lot of the capex spending” and wondering ...
Don Nesbitt’s Picks: ABBV, MDT, MSFT
08 Dec 2025
Contributed by Lukas
Don Nesbitt looks ahead to the Fed press conference this week and to 4Q earnings season, which begins in about a month. He’s also noticing rotation ...
December Holiday Travel Expected to Hit Records
08 Dec 2025
Contributed by Lukas
Sean Cudahy and Meghna Maharishi preview December’s holiday travel season. Sean notes that 2025 has been setting travel records all year and foresee...
Netflix (NFLX) vs Paramount Skydance (PSKY): What Would Buying WBD Mean?
08 Dec 2025
Contributed by Lukas
Seema Shah dissects both bids for Warner Bros. Discovery (WBD). Netflix (NFLX) would get “deeper IP” and “tentpole content” they can use to ex...
MRVL Downgraded Amid Fears of Mega Caps Stealing Market Share
08 Dec 2025
Contributed by Lukas
Marvell (MRVL) sold off Monday over reports that Microsoft (MSFT) will tap Broadcom (AVGO) to create custom A.I. chips. Benchmark also downgraded the ...