Schwab Network

The last time George Tsilis talked about Palantir (PLTR) in October 2025, the stock was above $185. As of this week, the software giant slipped below $130. That said, George points to the company's substantial earnings growth and partnerships with other key AI firms like Nvidia (NVDA) as tailwinds. However, Palantir's valuation remains a key headwind even after its substantial sell-off so far in 2026. He also highlights key technical trends in the stock chart.

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People who have been in the crypto industry for years are more bearish than ever, while people just entering the space are more bullish than ever, says Charles Schwab's Jim Ferraioli. He explains why this divergence is widening in the DeFi and TradFi spaces. Jim then turns to Hyperliquid and what its rally indicates while Bitcoin remains in a bear market. However, he sees $60,000 as the new bottom for Bitcoin.

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The Fed held interest rates steady this week, but markets later declined as half FOMC members projected at least one rate hike before end of year. Intel (INTC) rallied after announcing it’s ready to run the most recent versions of its chip manufacturing process and a potential partnership with Apple (AAPL). SpaceX (SPCX) stayed in front and center after coming off a historic IPO last week. Marley Kayden runs through the top stories of the holiday-shortened trading week.

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Marley Kayden talks about the FOMC's decision to hold interest rates steady in Kevin Warsh’s first meeting as Fed Chair. Meanwhile, crude oil prices slid after the U.S. and Iran signed a memorandum of understanding, helping fuel a continued rally in semiconductor stocks and broader risk assets.

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Asaf Meir, CEO of Solidus Labs, says a major global soccer tournament will test prediction markets at an unprecedented scale. He highlights the need for advanced surveillance as risks of market abuse and insider activity rise. Meir also notes that new asset classes, global participation, and always-on trading require a different approach to market integrity.

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Derrick Irwin says emerging markets are set for a comeback, supported by strong earnings and macro resilience beyond the AI trade. He highlights diversification across India, Indonesia, and South Africa, while noting China’s K-shaped recovery favoring names like Alibaba (BABA) and Tencent. Irwin points to MTN Group and MercadoLibre (MELI) as top opportunities.

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Alex Roy, Founder and CEO of SalesboxAI says AI is becoming critical infrastructure, shaping national competitiveness alongside energy and defense. He highlights how AI leaders and labs are influencing policy and forcing governments to rethink sovereignty. Roy also points to the emergence of distinct but interoperable global AI ecosystems as adoption accelerates.

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Ken Shinoda explains how the recent Iran peace deal and Fed actions have calmed inflation fears, impacting the bond market. He suggests reimagining the traditional 60/40 portfolio split, advocating for shorter-duration, high-quality credit assets within the fixed-income allocation. Ken also discusses current ETF flows, highlighting continued demand for core-plus solutions and specialized securitized offerings, noting the ongoing growth and prevalence of the ETF wrapper in the market.

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Seema Shah and Stephen Sopko discuss the state of the AI trade and continuing impacts infrastructure buildout will have on markets. Seema explains the trends on user consumption in generative AI apps, which she sees increasing. Stephen talks about the timeline to AI driving growth and how adoption will broaden into the wider economy.

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Charles Schwab's Adam Lynch says Bitcoin’s recent decline reflects a classic bear market following a short-lived relief rally, with the FOMC adding pressure to digital assets. He notes investors are rotating into equities like Micron (MU), highlighting a divergence between crypto and traditional markets. Lynch also flags Illinois’ new transaction-based crypto tax as a potential headwind that could push firms out of the state.

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