Schwab Network

How AI Targets Customers This Holiday Season

03 Dec 2025

Contributed by Lukas

Keri McGhee of Attentive, an AI marketing platform, assesses the Black Friday/Cyber Monday sales period. She argues that “people did a lot more rese...

KG: SPX "Clawing Back" After ISM Services, ADP "Big Deal" for Small Business

03 Dec 2025

Contributed by Lukas

A better overall ISM Services number gave a boost to Wednesday's trading action, says Kevin Green. He explains why the print is "pretty decen...

ETFs to Watch: MTUM, IMTM, GLD, VIG

03 Dec 2025

Contributed by Lukas

“We’re definitely eyeing that 7,000 number” on the SPX, says Alexis Browne Roberts, and thinks we can hit it within the next few months. Looking...

CRWD Falls on Earnings Beat, OKTA Withholds 2027 Guidance, Macy's (M) Earnings

03 Dec 2025

Contributed by Lukas

After facing a rough start to 2025, Macy's (M) muscled an earnings beat thanks to a strong showing from Bloomingdale. That said, Diane King Hall p...

Goldman: ‘Low Probability’ of a Santa Claus Rally in ‘Terrible Market Backdrop’

03 Dec 2025

Contributed by Lukas

Gene Goldman sees a low probability of a Santa Claus rally this year, arguing that “we have a terrible market backdrop” as Bitcoin drives markets ...

ADP Employment Heightens Rate Cut Chances Despite Strong Spending

03 Dec 2025

Contributed by Lukas

Private payrolls in the latest ADP employment print showed a decrease of 32,000 jobs. Kevin Hincks reports from the Cboe Global Markets to explain wh...

'Hard to get Bearish' in Current Market

03 Dec 2025

Contributed by Lukas

With the Fed likely to cut rates, the market has plenty of liquidity and should be able to maintain the 2025 rally, according to Thomas Hayes of Great...

Options Corner: Snowflake (SNOW) Before Earnings

03 Dec 2025

Contributed by Lukas

Snowflake (SNOW) shares have rallied nearly 50% this year, outperforming its peers in the cybersecurity sector. Rick Ducat examines the chart ahead of...

All Eyes on CRM and Agentforce A.I. Business Description

03 Dec 2025

Contributed by Lukas

Salesforce (CRM) has lost nearly 1/3 of its value since the beginning of the year, and with earnings on deck, its A.I. Agentforce will be the most fac...

NVDA and Bitcoin Lead Premarket Gains

03 Dec 2025

Contributed by Lukas

Futures are pointing to a second straight day of gains as volatility falls, with Nvidia (NVDA) pushing markets higher in the premarket. Kevin Green ex...

Chart of the Day: Uber (UBER) Showing Possible Bottom

03 Dec 2025

Contributed by Lukas

Shares of Uber are moving higher premarket after an upgrade to buy from Arete. Rachel Dashiell examines the chart, which in the short term has been sh...

GOOGL Gemini ‘Pushing OpenAI to its Max’ in AI Dominance Race

02 Dec 2025

Contributed by Lukas

“At some point, the AI trade is going to fall flat on its face,” says Jake Dollarhide – but not right now. He says Google’s Gemini is “pushi...

EARNINGS ALERT: CRWD, MRVL, OKTA

02 Dec 2025

Contributed by Lukas

CrowdStrike (CRWD) and Okta Inc. (OKTA) muscled earnings beats for cybersecurity while Marvell (MRVL) did the same for the A.I. hardware space. All sh...

Small-Cap Rally Ahead? Fed Cuts and Tax Changes Boost A.I. Space

02 Dec 2025

Contributed by Lukas

Chris Retzler expects small-cap stocks to rally should the Federal Reserve cut interest rates. He explains how recent tax policy changes will unlock c...

Tuesday's Final Takeaways: ChatGPT's "Code Red" & Japan's Elevated Bond Yields

02 Dec 2025

Contributed by Lukas

From OpenAI CEO Sam Altman issuing a "code red" to employees, to the international front in the Japanese bond market, Marley Kayden and Sam ...

Overlooked Stock: CRDO Taps All-Time High After Earnings

02 Dec 2025

Contributed by Lukas

Credo Technology (CRDO) hit an all-time high of $213 Tuesday before pulling back from the record. George Tsilis why some investors see Credo as a &quo...

Analyzing OKTA's Technical Stumble Ahead of Earnings

02 Dec 2025

Contributed by Lukas

Ahead of Okta Inc.'s (OKTA) earnings after Tuesday's closing bell, Rick Ducat analyzes the most recent earnings moves and why they can be &quo...

Trinity Capital (TRIN) CEO on Alternative Asset Management

02 Dec 2025

Contributed by Lukas

Kyle Brown, CEO of Trinity Capital (TRIN), explains how the alternative asset management company works and how they partner with nascent companies to ...

The Case for No December Rate Cut & How the Market Would React

02 Dec 2025

Contributed by Lukas

David Woo expects a hawkish rate cut from the Fed, if we get one at all, noting that multiple Fed members at the last meeting did not want another cut...

CRWD & OKTA Earnings Potential in Consolidating Cybersecurity Market

02 Dec 2025

Contributed by Lukas

In previewing CrowdStrike (CRWD) and Okta Inc. (OKTA) ahead of their earnings after Tuesday's close, Ahmed Khan shows concerns from 2025's pri...

A.I. "All Up from Here:" Why Dale Smothers Says "Get Into These Names Now"

02 Dec 2025

Contributed by Lukas

Dale Smothers returns to the Watch List and explains why he believes A.I. stocks hit a new bottom after stark selling action in November. Names he lik...

Technical Tuesday: SPX, MSFT, NFLX

02 Dec 2025

Contributed by Lukas

Kevin Horner’s Technical Tuesday picks are the SPX, MSFT and NFLX. On the SPX, he looks at price levels from the last few days and points to it brea...

ETF Strategies for Income, Defense, and AI Participation

02 Dec 2025

Contributed by Lukas

Jay Jacobs gauges income-oriented ETF demand in a record year for ETFs altogether. He describes different strategies traders are using to play the mar...

Former GOOGL Gemini Engineer Heads AAPL A.I. Amid Lagging Position

02 Dec 2025

Contributed by Lukas

John Giannandrea, Apple's (AAPL) A.I. chief, is stepping down and offering his seat to a former lead engineer for Alphabet's (GOOGL) Google Ge...

Gen X Credit Delinquencies Accelerating, but Consumer ‘Resilient’ Overall

02 Dec 2025

Contributed by Lukas

Susan Fahy notes that average credit scores are around 701, calling the consumer “resilient” overall. However, lower-income consumer delinquencies...

Ca$htag$: Dollar Tree (DLTR) ‘In the Right Space’ but Lagging

02 Dec 2025

Contributed by Lukas

Likefolio’s Andy Swan says Dollar Tree (DLTR) is in the right space ahead of earnings as consumers trade down. However, it is lagging Dollar General...

MDB Spikes Over 20% on Earnings, Faces Rising Software Giants

02 Dec 2025

Contributed by Lukas

"Very positive growth momentum" helps shape MongoDB's (MDB) growth story, says Luke Yang, though he has a price target for the stock sig...

The Big 3: AMZN, LUV, C

02 Dec 2025

Contributed by Lukas

Investors are waiting on pins and needles to the Fed's December decision on interest rates, says Jessica Inskip. When it comes to today's Big ...

2026: Strong Earnings Growth vs the End of AI Capex

02 Dec 2025

Contributed by Lukas

Tony Zabiegala expects strong earnings growth in 2026, along with rate cuts and tax cuts to boost markets. However, he thinks that AI capex cash is go...

Cavatoni: Gold Will Keep Heading Up in 2026, Look at 5%-10% Allocation

02 Dec 2025

Contributed by Lukas

Joe Cavatoni argues gold will keep heading upwards in 2026, although perhaps not at the same pace. Investors all over the world are looking for safety...

CRWD in "Right Place, Right Time" Amid Tech Expansion

02 Dec 2025

Contributed by Lukas

Datavault AI (DVLT) CEO Nathaniel Bradley Returns to Morning Trade Live and offers a bullish take on CrowdStrike (CRWD) ahead of the cybersecurity fir...

MRVL Earnings Preview: MSFT, Backlog & Customer Runway in Focus

02 Dec 2025

Contributed by Lukas

Marvell (MRVL) reports earnings after Tuesday's closing bell, and Marley Kayden says it's a report that will focus on both the current quarter...

November Selling Sets Floor for Stronger December, Japan's Bond Opportunity

02 Dec 2025

Contributed by Lukas

Collin Martin with Charles Schwab says Japan yields moving higher can pull bond investors out of the U.S. and into international markets. He explains ...

Chinese Real Estate Showing Cracks, ‘Decent Price Action’ in Mag 7 Today

02 Dec 2025

Contributed by Lukas

Kevin Green walks through MongoDB (MDB) earnings and looks internationally to Chinese bond markets as a housing developer seeks repayment deferral. He...

Bitcoin's Signal for High Beta Stock Trading, AAPL Strength in A.I. Shakedown

02 Dec 2025

Contributed by Lukas

Andrew Wang sees the Fed's December meeting next week as one of the final market catalysts of the year, urging investors to stay on their toes aft...

Thanksgiving Holiday Spending Soars & Bracing for FOMC Moves

02 Dec 2025

Contributed by Lukas

Kevin Hincks takes investors through Tuesday morning's trading action ahead of the opening bell at the NYSE. He marks strong points for the econom...

Lloyd: Bitcoin Can Hit $1M in a Decade, Like ORCL, TTWO, OWL, MELI

02 Dec 2025

Contributed by Lukas

Luke Lloyd sees “a very bullish start to 2026” and lays out the catalysts he sees for the market. Luke also expects Bitcoin to roar back to $100K ...

BA Flies on Strong Commentary, WDC & STX Price Target Hikes, LLY Boost

02 Dec 2025

Contributed by Lukas

Boeing (BA) opened Tuesday's trading action as the stronger performer in the SPX. Diane King Hall points to commentary from the company on returni...

Black Friday Showed "Consumers are Looking for Deals"

02 Dec 2025

Contributed by Lukas

The evolution of Black Friday shopping showed mixed demand for Walmart (WMT) and Amazon (AMZN) as shoppers spread out their holiday shopping window ac...

Options Corner: MRVL Earnings on Deck

02 Dec 2025

Contributed by Lukas

Ahead of Marvell (MRVL) earnings postmarket on Tuesday, Rick Ducat looks at the chart of the semiconductor company's report, and Tom White takes u...

Futures & Bitcoin Rebound, MDB rallies on A.I. demand

02 Dec 2025

Contributed by Lukas

Markets are pointing to a higher open after stocks started December lower. Bitcoin has seen recent volatility; Kevin Green sees support around the $82...

Chart of the Day: Key Levels for CRWD

02 Dec 2025

Contributed by Lukas

Ahead of its earnings report, CrowdStrike (CRWD) is not signaling a strong move in the short term. On the longer term, Crowdstrike has established sup...

BLSH CEO Tom Farley on Earnings and Bitcoin Outlook

02 Dec 2025

Contributed by Lukas

Bullish (BLSH) CEO Tom Farley joins Diane King Hall to discuss the company's growth, the recent decline in Bitcoin, and its plans to expand its op...

Hogan: Fed Can Cut Twice Next Year, We Can End Higher

01 Dec 2025

Contributed by Lukas

Art Hogan weighs the upcoming PCE print and jobs data to preview what the Fed’s rate cut path will be. The Fed “has a window to cut at least two m...

Gold Soars 60%: West Point Gold CEO Explains the Shift from West to East

01 Dec 2025

Contributed by Lukas

Gold has been on fire, rising 60% this year. Derek Macpherson, CEO of West Point Gold, attributes this to central bank buying and an increasing number...

Thomas: Over 30% of Consumers Planning to Pull Back on Holiday Spend

01 Dec 2025

Contributed by Lukas

Katie Thomas covers the frugal consumer in 2025’s holiday season. Successful retailers are doing “straightforward” holiday discounts and having ...

Investment Strategies to Weather A.I. & Crypto Volatility

01 Dec 2025

Contributed by Lukas

Jeremiah Riethmiller believes the tech growth story is here to stay, but "you just have to be careful with it." He explains why he believes ...

Monday Final Takeaways: Bitcoin Selling Resumes, International Stocks Slide

01 Dec 2025

Contributed by Lukas

Risk-off sentiment gripped traders to start the week. Marley Kayden and Sam Vadas turn to Bitcoin's steep decline as the clearest signal to that i...

Overlooked Stock: Unity (U) Upgrade Amid A.I. & Advertising Pivot

01 Dec 2025

Contributed by Lukas

George Tsilis has his eyes on Unity Software (U) as the company makes what he calls a "business pivot." He talks about how the company is mo...

Measuring CRWD Outperformance to Cybersecurity Peers & Options Activity

01 Dec 2025

Contributed by Lukas

CrowdStrike (CRWD) traded as low as $298 and peaked near $567 so far in 2025. While stock showed strong volatility in the last 12 months, Rick Ducat s...

Prologis (PLD) Managing Director on Critical Supply Management Changes in 2026

01 Dec 2025

Contributed by Lukas

Chris Caton of Prologis (PLD) discusses the company’s business, financials, and supply chain management into 2026. He predicts that next year, U.S. ...

Arora: Yen Carry Trade Holds 10%-20% A.I. Correction Risk, Silver to Hit $70

01 Dec 2025

Contributed by Lukas

Pay attention to the Japan Yen Carry Trade, says Nigam Arora, noting the "risk is real" for an unwind. With $1 trillion invested in the trad...

PMI Shows Contraction for Ninth Straight Month, Reshoring ‘Not Happening’

01 Dec 2025

Contributed by Lukas

Susan Spence from ISM Manufacturing reacts to the latest U.S. manufacturing data as the PMI shows contraction for the ninth straight month. “Supply ...

GOOGL "Platform Game" Against NVDA, Price "Reasonable" to A.I. Peers

01 Dec 2025

Contributed by Lukas

John Buckingham considers Alphabet (GOOGL) "growth at a reasonable price stock" compared to its A.I. peers. While he calls Nvidia (NVDA) the...

GOOGL & AMZN Form Multicloud Service, CRM Early Adopter

01 Dec 2025

Contributed by Lukas

Alphabet (GOOGL) and Amazon (AMZN) are combining Google Cloud and AWS to form one super service that aims to benefit both companies and ensure more se...

Why NVDA Powered Down After "Blowout" Earnings, GOOGL's Demand Question

01 Dec 2025

Contributed by Lukas

Austin Lyons believes Nvidia (NVDA) is poised to continue growth with hyperscalers like Meta Platforms (META), Microsoft (MSFT), and Amazon (AMZN) sho...

The Big 3: COST, STX, XOM

01 Dec 2025

Contributed by Lukas

Prosper Trading Academy's Scott Bauer braces for a rebound in Costco (COST) after the retail giant's lagging 2025 performance. However, he see...

Crypto's Path Ahead After "Massive Deleveraging Day," Fed's Role in Price Action

01 Dec 2025

Contributed by Lukas

Expect more volatility in Bitcoin, says Matthew Sheffield. That said, he believes higher liquidity assets like Bitcoin and Ethereum will weather the s...

D’Onofrio: Clear Generational Split in Holiday Spending, Gen Z Pulling Back

01 Dec 2025

Contributed by Lukas

Tony D’Onofrio breaks down Black Friday shopping trends this year, noting lower in-store shopping than last year but still seeing a significant traf...

Ca$htag$: Payment Stock Winners & Losers: TOST, SHOP, XYZ

01 Dec 2025

Contributed by Lukas

Likefolio’s Andy Swan looks at payment stocks, starting with Toast (TOST). He calls it an outlier, being a restaurant-only payment company, but is s...

Costco (COST), BJ's Wholesale Club (BJ) & "Two Different Flavors" of Retail Spend

01 Dec 2025

Contributed by Lukas

Tsvetta Kaleynska says there's "two different flavored stories" you can find between Costco (COST) and BJ's Wholesale Club (BJ). She...

Picking Retail Winners in Holiday Shopping Season

01 Dec 2025

Contributed by Lukas

Income level is deciding buying ability more than sale markdowns, Ted Thatcher says, noting “instability in the consumer.” The post-Thanksgiving h...

Previewing MDB Earnings & Options Example Trade

01 Dec 2025

Contributed by Lukas

Marley Kayden previews MongoDB (MDB) earnings, which are due after the bell on Monday. She expects a squeeze on EPS vs last year but still anticipates...

U.S. & Global Markets Balancing Interest Rate, FOMC Expectations

01 Dec 2025

Contributed by Lukas

Charles Schwab's Cooper Howard points part of the risk-off sentiment Monday morning to the interest rate clash between Japan and the U.S. Global m...

Michael Shaoul: Put Consumer Sentiment Aside

01 Dec 2025

Contributed by Lukas

Michael Shaoul says to put aside Consumer Sentiment numbers for the time being until the K-shaped economy really starts to bifurcate. He is less conce...

George Schultze’s Rebound Picks: SHEL, FLG, MBI

01 Dec 2025

Contributed by Lukas

George Schultze sees a mixed picture into December and sees catalysts for a “temporary sell-off.” He expects further rate cuts next year but discu...

Monday's Software Movers: CRWD & SNOW Price Target Hikes, CRM Cut

01 Dec 2025

Contributed by Lukas

Diane King Hall turns to movers in the software space ahead of their earnings this week. KeyBanc and JPMorgan both raised price targets on CrowdStrike...

Crypto's Slide, Weakness Abroad & QT Ending Move Markets Monday

01 Dec 2025

Contributed by Lukas

The Bank of Japan hinting toward a rate hike, paired with weakness in Airbus (EADSY), caused international stocks to slide ahead of Monday's tradi...

Consumers Not Jolly Heading Into Holidays as Economic Concerns Persist

01 Dec 2025

Contributed by Lukas

While spending trends, including those from Black Friday showed strength, Dana Peterson says consumers are "not happy" with the current econ...

Options Corner: CRWD Ahead of Earnings

01 Dec 2025

Contributed by Lukas

CrowdStrike (CRWD) reports earnings on Tuesday after the closing bell, and Rick Ducat offers his technical insight into key levels to watch ahead of t...

'Not Surprised' in GOOGL Rally: Gemini, Cloud & Waymo Lead Future Growth

01 Dec 2025

Contributed by Lukas

Ali Mogharabi wasn't shocked to see the stark rally in Alphabet (GOOGL). Cloud growth is one factor he points to when characterizing the Mag 7 sto...

Chart of the Day: MDB Earnings Preview

01 Dec 2025

Contributed by Lukas

MongoDB (MDB) reports earnings after Monday's closing bell after it rallied sharply to the upside on the back of the company's last report. Ch...

Trump Eyes Hassett for FOMC Head & NVDA Invests $2B in SNPS

01 Dec 2025

Contributed by Lukas

Futures turned to the downside ahead of Monday's trading session after a rally bolstered markets throughout Thanksgiving week. Alex Coffey talks a...

Ca$htag$: Amazon (AMZN) Has 'Every Advantage'

28 Nov 2025

Contributed by Lukas

Likefolio’s Andy Swan shares sentiment data for Amazon (AMZN) on this Black Friday. “The consumer is absolutely on fire” despite worries to the ...

How the Government Shutdown Impacted Holiday Plane Travel

28 Nov 2025

Contributed by Lukas

Meghna Maharishi and David Nelson round-table holiday travel. David Nelson describes the “havoc” for airlines with “the FAA breathing down your ...

Expecting a Trillion Dollar Black Friday

28 Nov 2025

Contributed by Lukas

Owen Carr expects “over a trillion dollars in sales” over the Black Friday period, a record high. He thinks retailers have “done a good job” o...

The Big 3: GCT, AVGO, KSS

28 Nov 2025

Contributed by Lukas

StocksToTrade's Tim Bohen says his fundamental market view hasn't changed: tech is here to stay and the underlying support for fundamentals ar...

Valuation Hits Costco's Multi-Year Rally & COST Options Trade

28 Nov 2025

Contributed by Lukas

George Tsilis notes Costco's (COST) impressive run over the last few years now faces questions when it comes to valuation. He goes over the retail...

Sam Miller on How to Determine AI Winners vs Losers

28 Nov 2025

Contributed by Lukas

Sam Miller thinks the AI trade will begin to specify instead of staying as a “tide that lifts all boats.” He’s looking at company ROI, capital s...

Wells: Credit Application Rejections Rising to 25%

28 Nov 2025

Contributed by Lukas

“Let’s see if we can finish strong” at the end of the year, says Andrew Wells. He looks at the overall picture and focuses on consumer credit an...

ORCL Debt Mounts in OpenAI Data Center Buildout, Volatility Ramps with Risk

28 Nov 2025

Contributed by Lukas

Oracle (ORCL) will take on $38 billion more in debt if its latest financial offering comes to fruition. As Marley Kayden explains, the company is taki...

FOMC Rate Expectations & Earnings Strength Highlight Cautious Bull Run

28 Nov 2025

Contributed by Lukas

To round out the holiday week, Charles Schwab's Joe Mazzola considers the broadening activity in markets heathy for the long-term but remains caut...

K-Shaped Economy & Jobs Picture Role in Retail Deal Boost

28 Nov 2025

Contributed by Lukas

Growing cost consciousness is a key reason why retailers are offering more deals more frequently, says Shelly Antoniewicz. She explains how a "K-...

"Impressive" 2025: Seasonal Trends & FOMC Outlook Keep Bulls Running

28 Nov 2025

Contributed by Lukas

Alex Coffey analyzes the recent market volatility and recent cooldown seen in this week's trading sessions. He compares the price action with seas...

ORCL Slides on $38B OpenAI Loan, ANF's Rally & FIVE Price Target Hike

28 Nov 2025

Contributed by Lukas

Oracle (ORCL) saw a stunning run following September's earnings report but fell more than 40% since hitting all-time highs. George Tsilis explains...

Sarah Henry: Agentic AI Will Expose Retail ‘Haves and Have Nots’

28 Nov 2025

Contributed by Lukas

Sarah Henry calls it “a very exciting time in retail,” highlighting frictionless AI shopping. “Agentic AI is going to predict what you’re goin...

Bohen: 2026 A.I. Trade to "Make 2025 Look Like a Joke," GOOGL Favorite

28 Nov 2025

Contributed by Lukas

StocksToTrade's Tim Bohen joins Schwab Network ahead of Black Friday's opening bell to explain how traders can take advantage of volatility. H...

Case for GOOGL & NVDA Rallies Ahead, Bracing for More Dovish FOMC

28 Nov 2025

Contributed by Lukas

Phil Rosen believes the recent tech sell-off has been overblown and creates new buying opportunities for investors. As for the TPU and GPU discussions...

Options Corner: CRM's 2025 Slump

28 Nov 2025

Contributed by Lukas

2025 is a year many Salesforce (CRM) investors wish to forget, as Rick Ducat highlights the stock's stark downslide through technical analysis. He...

GOOGL Rally "Long Overdue," Gemini 3.0 & Cloud's Long-Term Prospects

28 Nov 2025

Contributed by Lukas

CFRA's Angelo Zino believes Alphabet's (GOOGL) recent rally has been "long overdue." He credits the company's tech execution for...

Consumer Bifurcation Forming, Volatility Curb Set-Up for Santa Calus Rally?

28 Nov 2025

Contributed by Lukas

Futures experienced a halt in trading for Friday, though Tom White notes a curb in volatility as the bigger story investors should keep in mind. He ad...

Chart of the Day: DDS Price Target Hike on Black Friday

28 Nov 2025

Contributed by Lukas

Charles Schwab's Kevin Horner turns to the technical front for Dillard's (DDS) stock chart as Black Friday kicks off in the U.S. The retail co...

Michael Green's CPI Criticism, FOMC December Views & "Valley of Death"

28 Nov 2025

Contributed by Lukas

Beyond moves happening on the stock front, Michael Green offers his perspective on the FOMC and potential rate cuts in December and beyond. When it co...

Tech Corner: NVDA A.I. Dominance

27 Nov 2025

Contributed by Lukas

Looking for an extra serving of A.I. insights this Thanksgiving holiday? George Tsilis dives deep into Nvidia (NVDA) and the A.I. chipmaker's stro...

Wednesday's Final Takeaways: Shopping, Turkey, Thanksgiving Holiday

26 Nov 2025

Contributed by Lukas

It's a Thanksgiving-themed edition of Final Takeaways with Sam and Marley. Investors and traders will get the opportunity to reflect on the tradin...

Industrial Sector Investing Outlook: DE, LMT, SIEGY, HTHIY

26 Nov 2025

Contributed by Lukas

James Demmert joins Market on Close to discuss John Deere's parent company and the state of industrial companies with exposure to the agriculture ...

Redfin’s Fairweather on Why Unsold Properties are Leaving the Housing Market

26 Nov 2025

Contributed by Lukas

Daryl Fairweather of Redfin is seeing more properties coming off the market because homeowners are asking for more than buyers are willing to pay. Low...

In ‘Third or Fourth’ Inning of AI Capex Spend

26 Nov 2025

Contributed by Lukas

Dustin Reid digs into today’s flurry of economic data, highlighting strength in Durable Goods and GDP and weakness in the labor market. He thinks th...

Zscaler (ZS) Drops After Earnings, But Mitch Ashley Sees Upside

26 Nov 2025

Contributed by Lukas

Mitch Ashley believes Zscaler (ZS) is aligned with five key cybersecurity trends. The stock dropped over 10% after earnings, but he argues that it is ...

AI Bubble Indicators and Opportunities in the ‘Picks & Shovels’

26 Nov 2025

Contributed by Lukas

Noah Hamman explains why he likes some AI “picks and shovels” stocks, highlighting the HVAC ETF among others. On crypto, he thinks that Bitcoin be...