Schwab Network
Episodes
Gauging Market "Pessimism" Amid A.I. Capex Spending
18 Nov 2025
Contributed by Lukas
Garrett Melson joins Diane King Hall at the NYSE set to get his vantage point on the current markets. He examines the gains between the Mag 7 and the ...
How HD Earnings Reflect Consumer Sentiment
18 Nov 2025
Contributed by Lukas
Amanda O'Neill joins the show to discuss Home Depot's (HD) earnings report. She cites weather events including hurricanes that impact year-ove...
Market Volatility Intensifies: NVDA, HD, BIDU Earnings in Focus
18 Nov 2025
Contributed by Lukas
Kevin Green expects volatility to remain elevated as the S&P 500 (SPX) breaks below its 50-day moving average. He believes the market is experienc...
Chart of the Day: NVDA Downward Triangle
18 Nov 2025
Contributed by Lukas
Stifel hiked its price target on Nvidia (NVDA) to $250 from $212 ahead of the A.I. chipmaker's highly anticipated earnings event. Ben Watson drops...
Monday's Final Takeaways: BABA Bounces Back, TSLA Volatile & Bitcoin Slide Continues
18 Nov 2025
Contributed by Lukas
Monday's trading action showed lots of red across screens at the NYSE, though Marley Kayden and Sam Vadas note some up arrows in international sto...
EYE CEO Outlines Growth & Vision Plan
18 Nov 2025
Contributed by Lukas
National Vision Holdings (EYE) CEO Alex Wilkes outlines the company's strategic transformation and growth vectors, including attracting a wealthie...
Overlooked Stock: JKS Hits 52-Week High on Orders, A.I. Outlook
18 Nov 2025
Contributed by Lukas
JinkoSolar (JKS) saw a strong green shoot on a down day for markets even after its earnings missed Wall Street estimates. The reason? George Tsilis po...
HD Downside Momentum Sets Unstable Floor for Bulls Into Earnings
18 Nov 2025
Contributed by Lukas
Rick Ducat gives investors a glimpse into Home Depot's (HD) foundation when it comes to the stock's technical levels. He warns investors that ...
50-Year Mortgage Saves Buyers a ‘Very Small Amount’, Delays Equity-Building
18 Nov 2025
Contributed by Lukas
Noble Black is “in the middle” on a 50-year mortgage, saying it’s “nice to have another tool” but he thinks it will be “problematic” for...
Michael Cuggino’s Picks: NVDA, AVGO, META, FCX
18 Nov 2025
Contributed by Lukas
Michael Cuggino is still a big fan of Nvidia (NVDA), saying it has great revenue prospects going forward and its multiple is still within reason for g...
Jan van Eck on Market Overtime: A.I. Concentration and 2035 Investing Outlook
17 Nov 2025
Contributed by Lukas
VanEck Funds CEO Jan van Eck speaks with Diane King Hall in a wide-ranging discussion about the markets, thematic investing trends for the next 10 yea...
FOMC Between "Rock and Hard Place," A.I. Investors "Prickly" Spending Views
17 Nov 2025
Contributed by Lukas
Hawkish commentary from Fed speakers, a lack of economic data, and trouble balancing a dual mandate are all headwinds Rebecca Walser (@walserwealth) s...
NVDA Earnings Risk, Trading PLTR, ORCL & DELL Amid Sour A.I. Sentiment
17 Nov 2025
Contributed by Lukas
Melissa Armo says markets can continue selling action into and after Nvidia's (NVDA) earnings. If investors don't react positively to the repo...
WBD Goes to Auction: "Hollywood’s Going to Get Smaller"
17 Nov 2025
Contributed by Lukas
“Hollywood’s going to get smaller,” Seth Schachner argues as Warner Bros. Discovery (WBD) goes on auction. He discusses potential bids for WBD, ...
Impact of U.S. Government Shutdown on Jobs, Households, IPOs
17 Nov 2025
Contributed by Lukas
John Blank and Eric Winograd cover the impact of the U.S. government shutdown on households and what the Fed might decide to do in December. Eric prev...
NVDA Bellwether Earnings, AMD "Potential Threat" & MSFT, OpenAI Symbiosis
17 Nov 2025
Contributed by Lukas
@WindowsCentral's Daniel Rubino believes Nvidia (NVDA) will post a great earnings report, the real question comes down to guidance. He says the Ma...
Berkshire Backs Alphabet: Firm Invests $4.3B Into GOOGL, Offloads AAPL
17 Nov 2025
Contributed by Lukas
Warren Buffett's Berkshire Hathaway (BRK/B) now has Alphabet (GOOGL) as its 10th biggest holding. The firm revealed in a recent filing that it add...
Ca$htag$: Home Depot (HD) Turning the Corner?
17 Nov 2025
Contributed by Lukas
Likefolio’s Andy Swan previews Home Depot (HD) earnings. After a “very difficult ride,” Andy thinks both HD and Lowe’s (LOW) might be able to ...
TSLA Shift to American Auto & EV's Next Leg for Growth
17 Nov 2025
Contributed by Lukas
The Wall Street Journal published a report saying Tesla (TSLA) is turning away from China-made auto parts in favor of those made by American automaker...
Arrived CEO on Creating Access to Fractional Real Estate, Backed by Bezos & More
17 Nov 2025
Contributed by Lukas
Ryan Frazier, CEO of Arrived, explains their real estate investment platform, which allows investors to buy fractional shares of houses. It allows inv...
The Big 3: PLTR, PANW, BABA
17 Nov 2025
Contributed by Lukas
Scott Bauer with @ProsperTradingAcademy turns to the A.I. trade on today's Big 3 and explains why he's watching Palantir (PLTR), Palo Alto Net...
Siddell: Critical to Lower Rates to Finance U.S. Debt, Positive into End of Year
17 Nov 2025
Contributed by Lukas
Ed Siddell expects a Santa Claus rally before the end of the year. He anticipates positive earnings for Nvidia (NVDA) but warns that guidance may be ...
"Fairly Conservative" Guidance for Home Depot? Earnings Preview & HD Options Trade
17 Nov 2025
Contributed by Lukas
Home Depot (HD) investors hope the company can build a solid foundation heading into 2026 with Tuesday's earnings report. Sky Canaves warns that t...
Morgan Stanley Sees Risk in Hardware, Tailwinds in Memory Stocks
17 Nov 2025
Contributed by Lukas
Dell Technologies (DELL) got a double downgrade from Morgan Stanley due to a surge in memory prices that the firm believes will hit margins. Morgan St...
KG: A.I. Spend Rattles Tech Trade, WMT & HD Most Important Non-NVDA Weekly Earnings
17 Nov 2025
Contributed by Lukas
Construction spending is still holding up in a fog caused by a lack of economic data, says Kevin Green. He takes a look at the latest, long-delayed pr...
Expect "Sizeable Revisions" in Jobs Data, Inflation Gives FOMC Little "Room to Run"
17 Nov 2025
Contributed by Lukas
Today's @CharlesSchwab Big Picture panel turns to the slew of economic data that will trickle into markets now that the U.S. government has reopen...
Explaining the K-Shaped Economy: Inflation, FOMC & TGT Barometers
17 Nov 2025
Contributed by Lukas
Jim Bianco (@BiancoResearch) says inflation is a bigger problem for the economy instead of jobs. He explains how the "K-shaped economy" many...
Brian Mulberry’s Picks to Rebalance Portfolios: WMT, CCI
17 Nov 2025
Contributed by Lukas
Brian Mulberry discusses whether investors should buy into megacap earnings as Nvidia (NVDA) gears up to report Wednesday. His stock picks now include...
TSLA Tapped with Price Target Hike, XPEV Slides, GAP Upgrade Before Earnings
17 Nov 2025
Contributed by Lukas
Stifel upped its price target on Tesla (TSLA) to $508 from $483 on better expectations for the Mag 7 company's autonomous driving runway and earni...
Market Winners Turn to Losers, Investors "Begging for Bad Data"
17 Nov 2025
Contributed by Lukas
Roundhill Investments' Dave Mazza offers a wide perspective on the market moves seen over the last week. He believes investors in high-flying stoc...
Options Corner: Boeing's (BA) Example Trade
17 Nov 2025
Contributed by Lukas
Rick Ducat compares Boeing's (BA) 2025 outperformance to the rest of the Industrial and Defense companies. However, Rick looks at the relative dow...
Delayed Economic Data & NVDA Earnings: Two Market Catalysts This Week
17 Nov 2025
Contributed by Lukas
Nvidia's (NVDA) earnings after the close on Wednesday will undoubtably be the biggest market mover of the week. Kevin Hincks attributes the compan...
Return of SPACs and IPO Activity
17 Nov 2025
Contributed by Lukas
Andrejka Bernatova joins Diane King Hall at the NYSE to discuss the state of companies going public. She explains the reasons why some choose to go vi...
NVDA Earnings This Week, Berkshire Stake in GOOGL, Levels to Watch Monday
17 Nov 2025
Contributed by Lukas
Kevin Green and Diane King Hall kick off the week with a look at what's ahead, including most notably Nvidia (NVDA) earnings. KG isn't sure th...
Chart of the Day: MU Price Target Hike
17 Nov 2025
Contributed by Lukas
Rachel Dashiell examines the chart of Micron (MU) following a price target hike from Rosenblatt. Micron recently hit all-time highs above $257 as shar...
XPEV Profitability Outlook and Competitive Chinese EV Landscape
17 Nov 2025
Contributed by Lukas
On the heels of Xpeng's (XPEV) earnings report, Karl Brauer looks at what is driving the Chinese automaker heading into the end of the year. He po...
WhiteFiber (WYFI) CEO: Markets "Incorrect" on A.I. Sell-Off, Demand "Very Real"
16 Nov 2025
Contributed by Lukas
WhiteFiber (WYFI) CEO Sam Tabar says the demand for A.I. buildout is "very real," adding that the A.I. stock sell-offs are far overdone. He ...
David Wagner: Pullback Previewing Moving Up; Likes NVDA, PGR
16 Nov 2025
Contributed by Lukas
David Wagner argues the current market pullback could be a signal that it’s going to climb higher. “The path of least resistance continues to be u...
Dietze: All Eyes on NVDA Earnings, Bullish on KHC, SLB, MOH
15 Nov 2025
Contributed by Lukas
Sell off pressure is coming for tech this week, with Softbank selling out of Nvidia (NVDA), Michael Burry shorting tech, and fears around an AI bubble...
Tech Corner: COIN's Moving to Texas
15 Nov 2025
Contributed by Lukas
On the heels of Coinbase's (COIN) decision to reincorporate to Texas, George Tsilis examines the crypto-company's business model and latest ea...
Investing in Gold: Strategies & Trends to Watch in Record Run
15 Nov 2025
Contributed by Lukas
Steven Orrell talks about everything surrounding the gold trade. He notes gold's recent slide from all-time highs but sees the metal recapturing r...
Friday's Final Takeaways: Bitcoin Below $100K, WBD Bidding War & Fed Speak
14 Nov 2025
Contributed by Lukas
Tech took a beating this week but a lot of stocks rebounded into Friday to close the trading week. One asset that did not recover: Bitcoin, as the cry...
Gold Soars, Silver Eyes Triple Digits by 2028
14 Nov 2025
Contributed by Lukas
David McAlvany provides an in-depth look at the metals market, discussing gold and silver price predictions. He notes that gold is up over 55% and sil...
Overlooked Stock: MODG Rallies After Teeing Up Company Sale
14 Nov 2025
Contributed by Lukas
Topgolf Callaway Brands (MODG) could be sold to Leonard Green, according to reports. News of the tentative acquisition sent shares rallying on Friday&...
DASH Accelerates After Post-Earnings Sell-Off
14 Nov 2025
Contributed by Lukas
DoorDash (DASH) rallied on Friday but saw a staggering sell-off just a week prior following its earnings report. Rick Ducat shows a possible floor for...
Extreme Networks (EXTR) CEO on Wi-Fi AI Integration & Serving the NFL
14 Nov 2025
Contributed by Lukas
Ed Meyercord, CEO of Extreme Networks (EXTR), explains how the company is taking advantage of the AI revolution and walks through their latest earning...
Conflicting Economic Signals Splitting the Fed, but Jobs Data Could Tip Scales
14 Nov 2025
Contributed by Lukas
Eric Lascelles thinks the U.S. economy is in “slight decline,” which leaves rate cuts on the table for the Fed in December. He’s looking forward...
A.I. Data Centers "Global Infrastructure Wave" Reinforce Tech Trade
14 Nov 2025
Contributed by Lukas
Lisa Martin sees data centers powering a "global infrastructure wave" for the coming years. While she notes short-term headwinds, Lisa sees ...
How AI Can Change the Holiday Shopping Season
14 Nov 2025
Contributed by Lukas
Ann Marie Jonkman explains consumer expectations for the holiday shopping season. She says speedy, timely delivery is critically important, and consum...
MSTR Slides 60% from Record High, Opens Path for "Value Play"
14 Nov 2025
Contributed by Lukas
Bitcoin has taken a beaten with its price action in recent weeks, though the cryptocurrency remains 50% above levels prior to the 2024 presidential el...
Applied Materials (AMAT) Stock Fell After Earnings, But Are There Bullish Signals?
14 Nov 2025
Contributed by Lukas
Stephen Sopko and William Kerwin break down Applied Materials (AMAT) earnings. Stephen thinks the company has done a great job pivoting from China to ...
What We Can Learn About September and October Jobs Data
14 Nov 2025
Contributed by Lukas
Shelly Antoniewicz spotlights the economy and consumer, saying the government could probably easily release the September jobs data, but October might...
Fed Rate Cut Odds Drop: What are They Watching?
14 Nov 2025
Contributed by Lukas
“Volatility has been the name of the game all year,” says Ted Thatcher. He looks at the macro picture through the lens of the consumer and what up...
The Big 3: TSLA, NVDA, PLTR
14 Nov 2025
Contributed by Lukas
Tim Bohen doubles down on his A.I. thesis and discredits Michael Burry's shorts against Nvidia (NVDA) and Palantir (PLTR). He explains why both st...
BABA's Cloud, XPEV Going "Full Tesla" & State of China's Tech Trade
14 Nov 2025
Contributed by Lukas
Brendan Ahern takes investors through China's tech trade. He believes Chinese stocks can see upside amid signals of the country's economy stab...
NVDA Gets More Bullish Momentum Before Earnings
14 Nov 2025
Contributed by Lukas
Despite the big tech sell-off, Morgan Stanley, Oppenheimer, and Wells Fargo all gave praise to Nvidia (NVDA) through a slew of price target hikes on b...
From Near-Certainty to "No Consensus:" FOMC's December Rate Cut Potential
14 Nov 2025
Contributed by Lukas
Today's Charles Schwab Big Picture turns to the potential for the Fed to cut interest rates in December. Collin Martin attributes the significant ...
Shvets: This Earnings Season ‘Best in Decades’; Years from AI Bubble Pop
14 Nov 2025
Contributed by Lukas
Viktor Shvets says this earnings season is the “best in decades” in terms of growth. However, he thinks the market is becoming “a little bit ner...
Breadth Breaks in Mag 7 Rotation, Trade Optimism & Gold Loses Luster
14 Nov 2025
Contributed by Lukas
Kevin Green has his eye on a rotation back in the Mag 7. Market breadth weakened but some mega caps like Nvidia (NVDA) and Microsoft (MSFT) briefly ta...
What is the Best-Case Scenario for 2026 Markets?
14 Nov 2025
Contributed by Lukas
Mike Mussio covers the macro picture and thinks it’s “risk-off” right now. He says this shouldn’t be alarming to long-term investors but might...
NVDA Price Target Hikes, STUB Shows No Guidance, MRK Buying CDTX
14 Nov 2025
Contributed by Lukas
Nvidia (NVDA) got bullish momentum from Wells Fargo and Morgan Stanley ahead of next week's earnings. Diane King Hall talks about what analysts ex...
Fed Speaker Sell-Off, Tech Weakness & WMT CEO Stepping Down
14 Nov 2025
Contributed by Lukas
There's a lot to keep on the docket to close out this trading week. Kevin Hincks opens discussions from the Cboe Global Markets by attributing par...
Options Corner: AAPL Upward Channel
14 Nov 2025
Contributed by Lukas
Rick Ducat looks at the upward sloping channel taking place in Apple (AAPL) shares. He compares the iPhone maker to its Mag 7 peers and shows the rela...
Kettle: Emerging Market Yields 'Attractive'
14 Nov 2025
Contributed by Lukas
Anthony Kettle joins Morning Movers to discuss emerging markets performance. He says EM yields are still reasonable compared to history and it is a &q...
Inside GOOGL's A.I. Strategy
14 Nov 2025
Contributed by Lukas
Steven Dickens says Alphabet (GOOGL) wants to "own the stack, top to bottom" when it comes to the A.I. space. He says its publicly available...
Chart of the Day: CRWD Bearish Engulfing Pattern
14 Nov 2025
Contributed by Lukas
CrowdStrike (CRWD) is Friday's Chart of the Day on Morning Movers. Rachel Dashiell dissects the "rangey" $50-dollar-wide activity near i...
Market Weakness Continues, Bitcoin Falls, SPX Levels to Watch
14 Nov 2025
Contributed by Lukas
Kevin Green and Diane King Hall examine the overnight equity weakness continuing Thursday's sell-off. From stocks to gold to the U.S. dollar, KG p...
AI in ‘First Third’ of Bubble Creation, Market Due for ‘5% Pullback’
14 Nov 2025
Contributed by Lukas
Jim Iuorio says he expected a rally when the government reopened and “doesn’t love” that it didn’t happen. He believes AI is in a bubble, citi...
Thursday's Final Takeaways: Foreclosures Climb & China's A.I. Moves
13 Nov 2025
Contributed by Lukas
While the continuing tech sell-off drew a lot of oxygen from Wall Street on Thursday's session, Marley Kayden and Sam Vadas turn to headlines unde...
Crypto Corner: COIN Relocating to Texas, Crypto Market Structure Bill in Senate
13 Nov 2025
Contributed by Lukas
Jenny Horne and Adam Lynch have a lot to discuss in this week's Crypto Corner. First, they examine a flurry of headlines for Coinbase (COIN) as th...
Fed's Rate Dilemma, AI's Tech Impact, and the Case for AEM, MA, V
13 Nov 2025
Contributed by Lukas
David Miller discusses the current market sell-off, labeling it a meaningful risk-off day, yet maintaining a healthy broader view for equities. He del...
Overlooked Stock: SEE Seals Win on Take-Private Talks
13 Nov 2025
Contributed by Lukas
Sealed Air (SEE), the company behind bubble wrap packaging, soared to a two-year high on reports that it seeks to go private. George Tsilis talks more...
NKE Jumps on Wells Fargo Upgrade, Technicals & Options Back Bull Run
13 Nov 2025
Contributed by Lukas
Nike (NKE) is stepping up for a rebound. Alex Coffey highlights key chart technicals that include bullish momentum indicators like RSI showing potenti...
Greif (GEF) CEO on Growth in the Packaging Industry, Tariff Headwinds, Customer Loyalty
13 Nov 2025
Contributed by Lukas
Ole Rosgaard, CEO of Greif (GEF), discusses their recent earnings and the company’s business. Greif is a global industrial packaging company, and Ol...
‘We Are Pushing Levels That are Historically Unusual’: Takeaways from 3Q Earnings
13 Nov 2025
Contributed by Lukas
Kevin Davitt notes levels of support to watch in the major indexes as markets head lower today. His key takeaway from 3Q earnings is that tech growth ...
Johnston: Lack of Economic Data Could Help Fed Cut Rates
13 Nov 2025
Contributed by Lukas
Jake Johnston examines the economic pain inflicted by the government shutdown, and how the market is defending support levels. “It could be a ‘bad...
DRES ETF Takes Advantage of U.S. Reshoring
13 Nov 2025
Contributed by Lukas
What impact is reshoring manufacturing making on the U.S., and which companies are set to benefit? Sam Klar emphasizes that the process will take a lo...
Chinese Realtor "Mixed Bag:" BABA, JD Show Uneven A.I. & Ecommerce Footing
13 Nov 2025
Contributed by Lukas
As U.S. shares of JD.com (JD) near a 52-week low, Henry Greene points to the company's margins, which he says are "really under pressure.&quo...
How AI Will ‘Transform the Retail Industry’
13 Nov 2025
Contributed by Lukas
AI agents are impacting commerce, and Katherine Black thinks they will “transform the retail industry.” She argues that consumers are “researchi...
ONDS Soars on Earnings, Continues 700% Y/Y Rally
13 Nov 2025
Contributed by Lukas
Ondas Holdings (ONDS) rallied as much as 30% before pulling back on a day where tech took a beating across markets. George Tsilis turns to the drome m...
META "Undervalued?" Addressing Social Media Growth & A.I. Spend
13 Nov 2025
Contributed by Lukas
LikeFolio's Landon Swan shows a divided social media picture in Meta Platforms (META). Where Instagram has grown in momentum, Facebook lagged. Lan...
Einride CEO on Taking His EV Company Public, Aiming for $800M ARR
13 Nov 2025
Contributed by Lukas
Roozbeh Charli, CEO of Einride, discusses the EV company’s path to going public. They operate in seven countries and have “more than 25 blue chip ...
DIS War with YouTube Lasting Headwind, Streaming Holds Long-Term Momentum
13 Nov 2025
Contributed by Lukas
Walt Disney (DIS) sold-off on earnings and general market weakness. James Czerniawski believes the company's battle with Alphabet's (GOOGL) Yo...
OptionsPlay Trades NVDA & FDX Amid Valuation Rebalance
13 Nov 2025
Contributed by Lukas
Tony Zhang with OptionsPlay believes Nvidia (NVDA) is trading at its best forward P/E since Liberation Day. He offers an example options trade and mak...
The Big 3: TMO, DHR, VLO
13 Nov 2025
Contributed by Lukas
As A.I. stocks take a beating on Wednesday's trading session, Dan Deming offers his thoughts and example options trades in healthcare and energy s...
Suh: DIS Streaming Momentum Strong, Live TV & IPs Offer Wide Growth Runway
13 Nov 2025
Contributed by Lukas
Walt Disney (DIS) sold off to six-month lows following its earnings, but Kenneth Suh sees strong momentum when it comes to its streaming platform. He ...
KG on Jobs & Inflation Data, Market Breadth & Silver's Volatility
13 Nov 2025
Contributed by Lukas
The government shutdown ending was already priced into markets, says Kevin Green. He urges investors to pay attention to any and all official economic...
Mag 7 Cost of Market Breadth & What Retail Consumers Hope to See Ahead
13 Nov 2025
Contributed by Lukas
The retail consumer is struggling with a forming K-shaped economy, says Charles Schwab's Joe Mazzola. He believes the markets want to see more eco...
Emons: December Rate Cut Hinges on Next Jobs Report
13 Nov 2025
Contributed by Lukas
Ben Emons discusses what will happen to the economic data not released during the government shutdown, saying it’s possible for them to go back and ...
"Two-Sided Argument" Intensifies in FOMC as U.S. Government Reopens
13 Nov 2025
Contributed by Lukas
The U.S. government has reopened after the longest shutdown in American history. Futures still slid ahead of the opening bell. Kevin Hincks says some ...
John Petrides on Finding Value Plays Before Market Pullbacks
13 Nov 2025
Contributed by Lukas
John Petrides is looking for value plays and is interested in healthcare and industrials, as well as international markets. “The stock market is goi...
NKE Jumps on Upgrade, DLTR Wilts on Downgrade, CMCSA & TKO Movers
13 Nov 2025
Contributed by Lukas
Diane King Hall turns to a gauntlet of sports-tied stocks moving Thursday morning. Nike (NKE) shares ran on an upgrade and price target hike from Well...
Doll: AI Story is Real, But Market ‘Always Runs Too Hard’ on Excitement
13 Nov 2025
Contributed by Lukas
Bob Doll is buying the Mag 7 on dips, saying that unlike the dot-com bubble these companies are producing earnings and revenue. However, he doesn’t ...
Options Corner: AMAT Rising Wedge
13 Nov 2025
Contributed by Lukas
Applied Materials (AMAT) is the focus of today's Options Corner hit. Rick Ducat dials up the technical perspective and examines the semiconductor ...
Government Shutdown Ends, Dow Highs, DIS Drops & CSCO Soars
13 Nov 2025
Contributed by Lukas
Pres. Donald Trump signed into law a funding bill to reopen the U.S. government. Kevin Green and Diane King Hall discuss the market implications and w...
Schachner: GOOGL vs DIS a Shift in Streaming 'Power Dynamic'
13 Nov 2025
Contributed by Lukas
Seth Schachner joins Morning Movers to break down Walt Disney (DIS) earnings. He discusses the ongoing carriage dispute with Alphabet's (GOOGL) Yo...
'Data Fog' as Government Reopens, Fed December Meeting Looms
13 Nov 2025
Contributed by Lukas
David Busch describes the "data fog" in the background of the economy, making it hard for the Federal Reserve to make a rate decision in Dec...
Chart of the Day: DLTR Double Downgrade
13 Nov 2025
Contributed by Lukas
Goldman Sachs double downgraded Dollar Tree (DLTR) to sell from buy. Ben Watson examines the downward candles on the discount retailer's stock. On...
Smothers: AI Circular Capex Like Three Stooges Skit, Getting Closer to End of Bubble
13 Nov 2025
Contributed by Lukas
Dale Smothers says the Fed must decide which of their dual mandates to risk in the next few months. However, he’s still bullish, citing seasonal tai...
SOFI Offers Crypto Trading: "Who is This For?"
12 Nov 2025
Contributed by Lukas
Brian Huang opines on SoFi Technologies (SOFI) offering crypto trading and what it means for both industries. “It’s great that they’re embracing...