Schwab Network

OpenAI's Software v. Hardware Concerns: Juggling Deals & Power with Intelligence

21 Oct 2025

Contributed by Lukas

James Czerniawski says OpenAI is playing "the art of the A.I. deal" through its slew of new and developing partnerships with companies like ...

Taylor Swift, Beyoncé & Investing in Music

21 Oct 2025

Contributed by Lukas

Fresh off of Taylor Swift’s latest album drop, Diane King Hall and MUSQ ETF’s David Schulhof examine the global music industry. David addresses th...

Ca$htag$: General Motors (GM) Needs ‘Something Exciting’

21 Oct 2025

Contributed by Lukas

Likefolio’s Andy Swan previews General Motors (GM) earnings. With the end of the EV tax credit, he thinks we’re in a “wait and see mode.” He f...

JD & BABA's Stablecoin Halt Shows China's Crypto Concerns

21 Oct 2025

Contributed by Lukas

Sam Vadas turns to the international picture in cryptocurrencies through JD.com (JD) and Alibaba (BABA). Both companies were told by China to not issu...

AMD & AVGO's Room to Take NVDA Market Share as A.I. Evolves

21 Oct 2025

Contributed by Lukas

Names across the A.I. space rallied Monday on the back of Nvidia (NVDA) unveiling its first Blackwell wafer produced at TSMC's (TSM) Phoenix plant...

Construction & Banking Earnings to Show Economy Beyond Big Tech

21 Oct 2025

Contributed by Lukas

Jed Ellerbroek highlights companies he's watching in this week's earnings slate, including United Rentals (URI). He considers the equipment re...

Will Inflation Continue to Fall?

21 Oct 2025

Contributed by Lukas

Mark Spindel says neither party has incentive to end the government shutdown and expects it to continue to drag out. He expects the Fed to remain acco...

Hamman: No AI Bubble, Still in Early Innings

21 Oct 2025

Contributed by Lukas

Noah Hamman anticipates chips and AI to continue to show strength, saying we’re still in early innings. However, he acknowledges that some companies...

Cassidy: Regionals Can Outperform Big Banks as Fed Lowers Rates

21 Oct 2025

Contributed by Lukas

Regional bank issues caught the market by surprise last week, says Gerard S. Cassidy, and covers the health of the financial sector. Big banks have do...

‘Lower 60% of Economy Living Paycheck to Paycheck’: Risks to the Economy

21 Oct 2025

Contributed by Lukas

Frances Stacy thinks asset prices will “drift higher” in the current market environment. However, she expects a credit cycle as liquidity falls –...

Alternative Investment Tips with Marc Schechter

21 Oct 2025

Contributed by Lukas

Alternative investments are growing more popular, but Marc Schechter believes that not enough investors know about them yet. He focuses on private cre...

GOOGL Hits Record High: Weighing Bearish & Bullish Moves Before Earnings

21 Oct 2025

Contributed by Lukas

Several analysts targeted Alphabet (GOOGL) over the few days with price target hikes, all while Google's parent company hit a new all-time high. R...

Auto Sector Under Cost Pressure: Tariffs, Subprime Loans & More

21 Oct 2025

Contributed by Lukas

The North American auto industry is under real cost pressure, posits Nishit Madlani. He discusses how tariffs have hit the industry and how consumers ...

Monday's Final Takeaways: Government Shutdown Nears Week 3, MU Muscles On

21 Oct 2025

Contributed by Lukas

As the government shutdown seemingly enters day 21 on Tuesday, Marley Kayden and Sam Vadas discuss the significance and impact it will have on markets...

Stock Market Today: AAPL Rally, AMZN AWS Outages, NVDA Shows Off Blackwell

21 Oct 2025

Contributed by Lukas

Traders continued last week's volatile rally as all major indices showed green shoots at the end of Monday's session. Apple added lots of musc...

Overlooked Stock: Activist Investor Taps COO Amid 30% Y/Y Slide

20 Oct 2025

Contributed by Lukas

Shares of Cooper Companies (COO) rallied on Monday's session as an activist investor eyes a turnaround. Reports say Jana Partners is pushing for t...

Government Shutdown's Lingering Risk & Regional Bank Scare's Lasting Effects

20 Oct 2025

Contributed by Lukas

Each day that passes as the government stays shutdown, the greater the risk to the U.S. economy, says @CharlesSchwab's Kathy Jones. She explains w...

Sandals Executive Chairman on Caribbean Travel Demand

20 Oct 2025

Contributed by Lukas

Adam Stewart, Executive Chairman of Sandals, talks about the economic recovery in the Caribbean post-Covid. He expects a record year in 2026; they’r...

Mish Schneider’s Picks: SFIX, MP & More

20 Oct 2025

Contributed by Lukas

Mish Schneider likes the infrastructure part of tech, including Amazon (AMZN), as well as energy. She also has some more unusual picks: Stitch Fix (SF...

MU Rally Continues, TXN Downgrade, New Bull Feeds DRI

20 Oct 2025

Contributed by Lukas

It's a mixed start to the week for the A.I. trade when it comes to analyst views. Micron (MU) got an upgrade from Barclays but the firm also downg...

Earnings, Energy & CPI: Keep Your Eyes Open This Week

20 Oct 2025

Contributed by Lukas

Kevin Hincks reports from the @cboeglobalmarkets to catch investors up to speed on what to watch on this week's agenda. Earnings like Tesla (TSLA)...

Options Corner: GE Aerospace Earnings Preview

20 Oct 2025

Contributed by Lukas

Rick Ducat looks at one of this year's steady uptrend performers: GE Aerospace (GE). The company's shares have flattened out over the last mon...

'Yellow Flags' on A.I. Bubble or Rally?

20 Oct 2025

Contributed by Lukas

Jack Janasiewicz tries to answer the question facing a lot of investors: are we in an A.I. driven market bubble? He examines the operations behind som...

Tariffs, A.I. and Inflation: Top Concerns Facing Consumers

20 Oct 2025

Contributed by Lukas

Tsvetta Kaleynska joins Diane King Hall to discuss tariff concerns facing consumers headed into the holiday shopping season. She says almost 40% of al...

Chart of the Day: KO

20 Oct 2025

Contributed by Lukas

Coca-Cola (KO) shares are due to report earnings tomorrow, but is the recent rally enough to keep the momentum going? Ben Watson says while the short-...

Pivotal Week Ahead: Earnings, Trade Talks, and Defense Spending Boost

20 Oct 2025

Contributed by Lukas

Stocks face a pivotal week ahead with a packed earnings docket and ongoing U.S. government shutdown concerns. Kevin Green explains why the focus remai...

GOOGL & MU "Undervalued" A.I. Plays: Breaking Down the Bullish Theses

19 Oct 2025

Contributed by Lukas

OptionsPlay's Tony Zhang says Alphabet (GOOGL) "stands out" when it comes to its valuation in the A.I. space. He expects the stock to ga...

Blashek: Energy "Bottleneck" to A.I.; GEV & MP Top Picks

19 Oct 2025

Contributed by Lukas

Jordan Blashek says A.I. will face pressure from rising capex spending and, more importantly, energy consumption. He says U.S. companies need to place...

What Money Flows Into MU, SNDK & AMD Say About A.I. Trade

18 Oct 2025

Contributed by Lukas

Lucas Downey shows data from his firm that shows an A.I. trade refusing to slow momentum. He points to Micron's (MU) stunning run of positive mone...

Tech Corner: AMD's OpenAI Deal & Growth Outlook

18 Oct 2025

Contributed by Lukas

A lot has changed since the Tech Corner last visited AMD (AMD) as its recent OpenAI deal has driven shares to all-time highs. George Tsilis takes a lo...

Stock Market This Week: Tariff Tantrum Returns & Mixed Banking Picture

17 Oct 2025

Contributed by Lukas

Volatility reared its head this week but all four major indices closed in green territory. That volatility happened as China and the U.S. threatened t...

Friday's Final Takeaways: Gold & BTC Drag, ORCL Slides Despite Bullish Optimism

17 Oct 2025

Contributed by Lukas

Marley Kayden and Sam Vadas go over the biggest stories they believe were largely missed by investors to close out the trading week. They explain the ...

Woods: Big Banks Set High Earnings Bar, CPI to Draw Eyes Next Week

17 Oct 2025

Contributed by Lukas

Looking ahead to next week's market action, Jay Woods expects to see strong earnings after big banks set a high bar. He points to defense stocks a...

Overlooked Stock: BG Benefits from Tariff Tantrum

17 Oct 2025

Contributed by Lukas

Bunge Global (BG) jumped about 20% this week after the stock was caught in the crossfire of cooking oil tariff threats between the U.S. and China. Geo...

NEM Sells Off with Metals After All-Time High Run

17 Oct 2025

Contributed by Lukas

Newmont (NEM) moved sharply to the downside Friday, but the weakness follows a strong side-by-side rally with gold and silver. As Rick Ducat points ou...

r4 Technologies CEO on Using AI to Stretch Food Budgets During Govt. Shutdown

17 Oct 2025

Contributed by Lukas

The founder & CEO of r4 Technologies, Paul Breitenbach, discusses how the government shutdown is affecting SNAP benefits and introduces viewers to...

Dory Wiley’s Bank Stocks Picks: HBAN, TCBX

17 Oct 2025

Contributed by Lukas

Dory Wiley reacts to bank earnings and says the biggest signal they’re giving is that it’s a “stock picker’s market.” Despite some fears aro...

Opportunities in a Healthcare Sector Full of Headwinds: LLY, NVO

17 Oct 2025

Contributed by Lukas

Sel Hardy and Shams Afzal bring the health care sector into focus. Shams sees no shortage of headwinds, including tariffs and the government’s attem...

Armo: "Wait" for Further Market Pullback, AMZN Major Short Candidate

17 Oct 2025

Contributed by Lukas

Melissa Armo sees markets pulling back more in the coming weeks. She makes the case that tariff volatility is far from over. One thing Melissa sees bu...

Brian Mulberry: Be Picky About What You Own and Why You Own It

17 Oct 2025

Contributed by Lukas

Brian Mulberry believes we’re not in an asset bubble for AI, but the capital expenditures could be, arguing that AI companies are showing profitabil...

PONY Bringing Autonomous Tech to Europe, STLA Struggles to Keep Up

17 Oct 2025

Contributed by Lukas

Chinese autonomous driving tech company, Pony AI (PONY), is bringing its self-driving electric vans to Europe. Meanwhile, Stellantis (STLA) continues ...

Cory Johnson on CRM's Path to Monetizing Agentic A.I. & ORCL's "Staggering" Growth

17 Oct 2025

Contributed by Lukas

As Salesforce (CRM) wraps up its Dreamforce event, Cory Johnson talks about the software giant's path forward. He notes the importance of free cas...

Ca$htag$: Dollar Tree (DLTR) Sentiment Lagging Competitors

17 Oct 2025

Contributed by Lukas

Likefolio’s Megan Brantley sees divergence in the dollar store sector, with Dollar Tree (DLTR) losing out; customers prefer competitors from Dollar ...

Using Volatility and 0DTE Options to Anticipate Market Moves

17 Oct 2025

Contributed by Lukas

Tim Quast gives his takeaways from this week’s volatility and how investors can learn to take advantage of a higher VIX. He notes that volatility on...

Airline Earnings & Previewing Holiday Travel Demand

17 Oct 2025

Contributed by Lukas

Tom Essaye and David Nelson preview the holiday travel season and discuss the airline sector. David discusses United Airlines (UAL) earnings and talks...

BTQ Technologies (BTQ) CEO on "Quantum Safe Bitcoin" & Blockchain Security

17 Oct 2025

Contributed by Lukas

CEO of BTQ Technologies (BTQ), Olivier Roussy Newton, explains how his company is developing the first "quantum-safe Bitcoin." He says the c...

The Big 3: AMD, SMR, TMC

17 Oct 2025

Contributed by Lukas

StocksToTrade's Tim Bohen emphasizes his bullish stance on A.I. through today's Big 3. He sees AMD Inc. (AMD) gaining traction in the chipmaki...

Green: Credit Market Artificially Inflated & Hiding Bad Debt

17 Oct 2025

Contributed by Lukas

Michael Green argues that credit statistics have been “artificially inflated for many borrowers” over the last decade. “We’re now finding out ...

Cybersecurity "Here to Stay:" Companies See Greater Spend as Risks Increase

17 Oct 2025

Contributed by Lukas

Cybersecurity stocks like CrowdStrike (CRWD) and ZScaler (ZS) showed great returns for investors over the last year. Alex Hamerstone doesn't see t...

ORCL "Decade Stock?" Analysts See Promise in Oracle's A.I. Expectations

17 Oct 2025

Contributed by Lukas

Oracle (ORCL) issued more confidence in its A.I. expectations at its A.I. World Conference. Analysts across the board issued price target hikes and re...

CPI Offers Lone Fixed Income Catalyst as Government Shutdown Continues

17 Oct 2025

Contributed by Lukas

Next week's anticipated CPI print will offer some volatility in the fixed income market, says Charles Schwab's Cooper Howard. While he doesn&#...

Brace for Volatility "Backwardation," Gold Volume Nears 2025 High

17 Oct 2025

Contributed by Lukas

Regional banks are pushing for a comeback, as Kevin Green highlights a rebound rally happening in the SPDR S&P Regional Banking ETF (KRE). He also...

Prial: ‘Too Early’ to Talk About AI Bubble Popping

17 Oct 2025

Contributed by Lukas

“It’s too early to talk about the popping of the [AI] bubble,” Nancy Prial argues. She considers this another technological revolution and says ...

Using Autocalls to Create ‘Double Digit Income’ in SBAR ETF

17 Oct 2025

Contributed by Lukas

Jeff Schwarte brings his fund, Simplify Barrier Income ETF (SBAR), into discussions of the market. “We’re kind of playing in that liquid alt space...

Markets Pushing Back Overnight Losses & Analyzing the Regional Bank Sell-Off

17 Oct 2025

Contributed by Lukas

VIX came close to hitting the 29 level and gold ramped up its record run in the premarket hours, though both metrics pulled back ahead of Friday's...

GOOGL Price Target Hike, ZION Upgrade Amid Rebound, AXP Earnings Beat

17 Oct 2025

Contributed by Lukas

American Express (AXP) showed confidence in its earnings after posting a beat and guidance raise. Diane King Hall talks about how the company targetin...

Options Corner: NFLX Example Trade

17 Oct 2025

Contributed by Lukas

Ahead of next week's earnings report for Netflix (NFLX), Rick Ducat takes a look at the streaming giant's chart setup. He highlights the $1203...

'Cautiously Optimistic' on Homebuilders

17 Oct 2025

Contributed by Lukas

Jordan McKenzie shares a sunnier stance on the state of the housing market, pointing to builders supply as a critical indicator to track. He says home...

'Rocky Start' with China Trade Tensions

17 Oct 2025

Contributed by Lukas

Sandra Swirski reflects on this week's "rocky start" on U.S. and China trade relations, noting a cooling in President Trump's tone a...

Chart of the Day: ORCL

17 Oct 2025

Contributed by Lukas

Technical analysis for Oracle (ORCL) points to a $10 range over the last 5 days between $310 and $300, according to Ben Watson. He says there is some ...

Market Bounce Amid Trade Tensions: Elevated VIX, MU's China Move, Gold Shines

17 Oct 2025

Contributed by Lukas

Stocks are trying to bounce back from a rough start to the week, but trade tensions and credit quality concerns still loom. The VIX sits at 24%, imply...

Stock Market Today: Regional Banks Sell Off, TSM Adds A.I. Muscle, CRM Ups Guidance

16 Oct 2025

Contributed by Lukas

Markets closed down thanks in part to a major sell-off in regional banks, sparked by a $50 million loan loss charge reported by Zions Bancorporation (...

Thursday's Final Takeaways: Crypto Lags as China Trade War Looms

16 Oct 2025

Contributed by Lukas

Before markets open for the final trading session of the week, Marley Kayden and Sam Vadas recap the stories many may not have noticed on Thursday. Am...

Affluent Consumers Drive Growth as Tariffs Threaten Retail Stability

16 Oct 2025

Contributed by Lukas

Jharonne Martis discusses the state of the consumer and how the affluent consumer is driving growth in the retail space while the middle and lower cla...

Overlooked Stock: FN All-Time High Following Price Target Hike

16 Oct 2025

Contributed by Lukas

JPMorgan raised its price target on Fabrinet (FN) on bullish expectations it can take a larger piece of the pie in the evolving A.I. infrastructure bu...

Measuring MU's Standout Performance & Options Activity

16 Oct 2025

Contributed by Lukas

Micron (MU) has more than doubled in its stock price so far in 2025 as companies seek ways to overcome storage headwinds in the A.I. buildout. As Rick...

A.I. "Here to Stay" in Defense: PLTR Stronghold & EdgeRunner AI's Evolving Role

16 Oct 2025

Contributed by Lukas

Defense spending is "the most resilient sector in all of investing," says EdgeRunner AI CEO Tyler Saltsman. The backing of the U.S. governme...

Govt. Shutdown Still Seen as ‘Temporary’ But Costs are Mounting

16 Oct 2025

Contributed by Lukas

Marta Norton reflects on the government shutdown so far and the market’s reaction. She expects us to hit a new record for the length of the shutdown...

Enhanced Equity Income ETF (DIVP) Uses High Dividend Stocks & Covered Calls

16 Oct 2025

Contributed by Lukas

Jennifer Chang breaks down the Enhanced Equity Income ETF (DIVP), which concentrates in high-dividend stocks along with covered calls. As markets take...

Doug Butler: Stay Invested, But Start Rotating Sectors

16 Oct 2025

Contributed by Lukas

“Staying invested is better than running for the exits,” Doug Butler argues. He advises investors to stay in the market and discusses how he has r...

TSM Shows Modern Day A.I. Promise, Energy Buildout & China Future Headwinds

16 Oct 2025

Contributed by Lukas

"A.I. is growing, " says Sylvia Jablonski, but she poses the question, "what is the future of this?" TSMC's (TSM) latest earni...

Tough Year for TTD: "Superior" Tech, Wrong Advertising Ecosystem

16 Oct 2025

Contributed by Lukas

The Trade Desk (TTD) has sold off close to 60% so far in 2025. LikeFolio's Andy Swan says the stock should "absolutely be thriving." So ...

Walmart (WMT), Dollar Stores Aim to Attract High End Consumers

16 Oct 2025

Contributed by Lukas

Michael Gunther measures consumer spending power, looking through the lens of whether retailers are seeing transaction sizes rise. “Pricing increase...

AMD & MU Challenge NVDA Dominance, Caution in OpenAI's "Open Wallet"

16 Oct 2025

Contributed by Lukas

Kim Forrest points to AMD Inc. (AMD) and Micron (MU) as two companies that can challenge Nvidia's (NVDA) dominance in the A.I. hardware space. On ...

OwlTing (OWLS) CEO on Direct Listing the Stablecoin Payment Firm

16 Oct 2025

Contributed by Lukas

Darren Wang, Found and CEO of the crypto company OwlTing, discusses their direct listing today. OwlTing is a stablecoin payments firm. Darren talks ab...

The Big 3: ANET, SMCI, ORCL

16 Oct 2025

Contributed by Lukas

Markets continue to move higher even as the government stays shut down, and tech has proven to be the leader when it comes to momentum. Dan Deming hig...

Are Earnings Expectations Realistic?

16 Oct 2025

Contributed by Lukas

Thomas Martin thinks traders are starting to look for protection as fears of an AI bubble grow; however, the market is still being driven by AI. The r...

Where AXP Stands Against MA, V & Other Credit Card Companies Ahead of Earnings

16 Oct 2025

Contributed by Lukas

American Express (AXP) aims to cash in on an earnings beat before Friday's opening bell. Stephen Biggar says the company's reward program back...

TSM Earnings Show Company's Centric Role in Chip Trade

16 Oct 2025

Contributed by Lukas

Marley Kayden offers a close look at TSMC's (TSM) report, which posted a strong earnings and revenue beat. He shows where the money was made and h...

TSM "Raising the Bar" for A.I., SPX Faces Pressure to Hold Key Support

16 Oct 2025

Contributed by Lukas

TSMC's (TSM) latest earnings is "raising the bar" for A.I. across the board, says Charles Schwab's Joe Mazzola. He says it's a s...

"Stabilizing" Optimism in Housing Market, Gold's Glimmering Run & Crude's Collapse

16 Oct 2025

Contributed by Lukas

The latest housing market index showed an uptrend after slipping in prior months, something Kevin Green associates with a potential bottom in the hous...

‘Something’s Going to Have to Give’ Before the U.S. & China Can Resolve Trade

16 Oct 2025

Contributed by Lukas

Presidents Trump and Xi are expected to meet soon. Brian McCarthy covers the latest in trade tensions and tit-for-tat moves ahead of a sit-down. “So...

HPE Networking President on Integrating Juniper Networks & Benefitting from AI Spend

16 Oct 2025

Contributed by Lukas

Rami Rahim, EVP, President & GM of HPE Networking, joins Opening Bell to discuss integrating Juniper Networks, their pivot to AI, and more. “[Th...

JBHT Accelerates After Earnings, UAL Flies Through Turbulence, LVS Upgrade

16 Oct 2025

Contributed by Lukas

J.B. Hunt (JBHT) rallied strong after tightening cost control in what investors saw as a strong earnings report. United Airlines (UAL) posted a revenu...

Breaking Down the Free Markets ETF (FMKT), Regional Banks & Nuclear

16 Oct 2025

Contributed by Lukas

Todd Stankiewicz highlights regional banks as big bank earnings beat Street expectations. He likes regionals with limited exposure to commercial loans...

Earnings Painting Picture Economic Data Can't

16 Oct 2025

Contributed by Lukas

The government shutdown kept PPI and jobless claims off the table Thursday morning, though Kevin Hincks suggests that you can still piece a puzzle tog...

Solving the Issue of a Housing Shortage

16 Oct 2025

Contributed by Lukas

Justin Wheeler, CEO of Berkadia, addresses the housing shortage facing homebuyers and something that "can't be fixed overnight." When as...

Options Corner: CRM Rising on Guidance Hike

16 Oct 2025

Contributed by Lukas

Salesforce (CRM) set some better than expected revenue expectations through FY30. Rick Ducat looks at the software stock's chart compared to other...

Silver & Gold: Precious Metals Outperformance

16 Oct 2025

Contributed by Lukas

Phil Streible joins Diane King Hall at the NYSE set to discuss the gold trade. He continues to see structural support and further tailwinds for the pr...

Prediction Markets on Government Shutdown, TSM Earnings & CRM Guidance Hike

16 Oct 2025

Contributed by Lukas

Kevin Green discusses market sentiment towards the U.S. government shutdown as it extends into day 16. He and Diane King Hall look to prediction marke...

Chart of the Day: AXP 'Express Ride to the Upside'

16 Oct 2025

Contributed by Lukas

Ahead of upcoming earnings, Ben Watson breaks down the chart of American Express (AXP) looking at the base over the last 5 days with upside resistance...

$200,000 Bitcoin in 2025? Bull Case Lies in U.S. Government & Institutions

16 Oct 2025

Contributed by Lukas

Dan Novaes says Friday's sell-off in crypto was more of a focus on leverage than it was about fundamentals. He sees Bitcoin and its crypto peers c...

Lance Roberts Expects the Year to End Higher; Picks META, APLD, VRT

16 Oct 2025

Contributed by Lukas

“Everything’s doing great” as we head into a traditionally strong part of the year, Lance Roberts argues. “The outlook’s good for stocks rig...

Stock Market Today: China Volatility, AMD & NVDA Price Target Hikes, ASML Earnings

15 Oct 2025

Contributed by Lukas

Markets saw volatility during Wednesday's session off comments made by Fed speakers and Treasury Secretary Scott Bessent regarding China. Even dur...

Wednesday's Final Takeaways: Gold's Rally, Fed's Volatility & Tech's Market Grip

15 Oct 2025

Contributed by Lukas

Gold continues to push back bears as it makes record after record, all while markets faced volatility from comments made by Wednesday's Fed speake...

Overlooked Stock: BTDR Capitalizing in Crypto & A.I. Industries

15 Oct 2025

Contributed by Lukas

Bitdeer Technologies (BTDR) saw a strong rally on Wednesday's session after gaining analyst interest in the software company. As George Tsilis poi...

BAC Technical Breakout & Options Activity Uptick Post-Earnings

15 Oct 2025

Contributed by Lukas

Bank of America (BAC) continued what has been a strong rally over recent sessions following its earnings report on Wednesday. However, as Rick Ducat p...

Patriot Critical Minerals CEO on Mega Tungsten Project

15 Oct 2025

Contributed by Lukas

Brodie Sutherland, CEO of Patriot Critical Minerals, “the only SEC-compliant tungsten resource in the United States.” It is developing a mega tung...

Straehl: AI Infrastructure Buildout Approaching its Limits

15 Oct 2025

Contributed by Lukas

Philip Straehl covers the latest on escalating U.S./China trade tensions. Despite Trump threatening additional tariffs on China, Philip thinks we will...

Contrarian Plays: Consumer Discretionary & Real Estate

15 Oct 2025

Contributed by Lukas

Talley Léger charts the S&P 500’s path to 7,000, citing declining recession odds, robust topline revenue growth, and margin expansion. He expec...