Schwab Network

Warren Pierson of Baird Funds discusses how he and his firm are searching for opportunities in fixed income following the Fed's decision to hold interest rates in October. He states that the longer crude oil trades above $100, the more pressure it puts on the Fed and Treasury yields. Due to the lingering macro uncertainty, Warren argues bonds are "doing what they should be doing" and remain a strong long-term investment.

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Kevin Gordon and Collin Martin break down the Fed’s decision to hold rates and the two dissents, while inflation remains elevated by energy, housing and other pressures. They discuss the case for additional rate hikes, opportunities in short- and intermediate-term bonds, and why diversification beyond mega-cap AI stocks into areas like energy remains important.

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The Fed voted ten to two in favor of an interest rate hold for October. Beth Hammack and Lisa Cook were the dissenters. Tom White does not see the decision as a surprise as the FOMC aims to keep inflation from getting out of control without risking economic growth. He takes investors through his expectations on Fed Chair Kevin Warsh's press conference, including tentative comments around energy supply shocks as the U.S.-Iran war continues. Tom addresses whether the housing market will remain in a rolling recession due to the elevated rates.

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Raul Shah says ServiceNow (NOW) could be a major AI beneficiary as it shifts from headcount-based licensing toward AI usage-based pricing. He sees the change accelerating long-term revenue growth, values shares above $300 and praises CEO Bill McDermott’s leadership. Shah also argues investors should embrace volatility and focus on buying below intrinsic value with a margin of safety.

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Google search traffic is holding and YouTube TV continues to gain traction in a declining streaming space, something Landon Swan of LikeFolio sees as a strong bullish indicator for Alphabet (GOOGL). He takes investors through his firm's consumer data tied to Google cloud, YouTube, and Gemini to highlight what he calls a "pretty clear story" for Alphabet's growth. Landon expects scrutiny on CapEx to decrease the more Alphabet proves its AI endeavors are boosting profits and margins.

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SK Hynix (SKHY) surged and Seagate (STX) moved slightly higher after both posted strong earnings that demonstrate robust demand for memory chips. Brendan Burke points to an expanding backlog as a sticking point for customers to seek upgrades in long-term memory needs. Current shortages back his bull thesis that memory companies will continue to see significant earnings growth even as spending tightens. Nitin Sacheti believes the key question continues to be how long the AI memory demand cycle lasts. SK Hynix's multiple and buyback lead him to be bullish on the South Korean tech giant.

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Vikram Natu discusses combining public and private markets through a multi-asset approach, highlighting TGPIX as a long-term interval fund with exposure to alternative investments. He also sees opportunities in private equity secondaries, private credit and infrastructure, including AI, asset-backed finance, reshoring and digital infrastructure.

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The stock market's in a holding pattern until the Fed releases its interest rate decision, along with Microsoft (MSFT) and Alphabet (GOOGL) earnings, says TheoTrade's Don Kaufman. He turns to trading opportunities amid an expected uptick in volatility. Don sees a short-term "rip your face off rally" coming for Netflix (NFLX), expects a fade in Lululemon (LULU), and believes Walmart (WMT) shares will roll over following a sharp rally. Don offers example options trades for his Big 3 while Ben Watson of Charles Schwab turns to key levels to watch in the stock charts.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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Former MLB player Matt LaPorta discusses his transition into wealth management and why athletes should prioritize capital preservation and trusted financial advice. He also explores sports as an investment opportunity, including direct ownership and private funds offering exposure to MLB, NBA and NHL teams, while highlighting the long holding periods, liquidity challenges and risks involved.

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Christopher Marangi discusses value beyond the AI trade, including American Express (AXP), Microsoft (MSFT), AI-resilient sports plays like Live Nation (LYV) and TKO Group (TKO), and defensive opportunities in waste and health care. He also sees SpaceX (SPCX) disrupting telecom and likes EchoStar (SATS) for indirect exposure. Tom White demonstrates an example trade using SpaceX.

======== Schwab Network ========

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