Schwab Network

John Blank and Sam Burns break down the implications of a reconstituted Fed as Kevin Warsh steps into focus. They highlight the importance of the dot plot and how Warsh’s approach to forward guidance could differ from past Fed chairs. The discussion also looks at how the 10-year U.S. Treasury yield may react, alongside the impact of geopolitical risks on inflation and the Fed’s policy path.

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Adobe's Loni Stark discusses how data from her company show how AI is changing visibility for brands as AI shapes online shopping. She goes into how businesses can stand out online as AI use accelerates and explains how they can optimize AI and humans on their websites. Loni also talks about how to merge AI and brand trust.

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TheoTrade's Don Kaufman walks us through today’s Big 3 and offers example options trades for his picks. He points to Humana (HUM) as a great bearish opportunity in the weeks to come, Bank of America (BAC) as a bullish opportunity into all-time high territory, and Microsoft (MSFT) not being able to shake bearish trends. Charles Schwab's Kevin Horner goes through the key technicals 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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Jay Mehta explains why the bull market continues despite geopolitical and macro uncertainty, pointing to strong demand for long-duration growth and innovation tied to recent IPOs. He notes that tech and communications are driving earnings growth while other sectors lag, keeping markets narrow. Mehta adds that defensive sectors like consumer staples and healthcare look cheap but lack strong fundamentals, reinforcing the need for disciplined long-term investment strategies.

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Private credit has been the target of plenty of criticisms as investors remain wary of stabilization in the industry. Jay Hatfield explains why some concerns are overblown and talks about ways he sees private credit buoying against future headwinds. Tom White offers an example trade in one of the key players in the private credit space: KKR & Co. (KKR), where shares have fallen over 20% year-to-date.

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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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Marley Kayden talks about Intel (INTC) as it begins production of its advanced 18A-P chip node. Companies like Apple (AAPL) and Nvidia (NVDA) have already expressed interest as Intel builds up its portfolio of clients. Prosper Trading Academy's Scott Bauer walks us through an options example trade for the stock.

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

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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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On his expectations for the Fed's interest rate decision and Kevin Warsh's press conference, Charles Schwab's Nathan Peterson tells investors "not to expect much of a surprise." That said, pay attention to Warsh's language as he can offer a clear stance on what he wants the Fed to focus its future projections on. It comes as Nate sees continuing euphoria in the tech space. Cooper Howard explains what investors should watch in the fixed income space once the Fed outlines rate expectations.

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Asbury Research's John Kosar breaks down market internals following the FOMC meeting, pointing to the firm’s “Asbury 6” metric as a sign of short-term strength. He highlights the VIX and its 21-day moving average as a key signal. Kosar warns that a sustained move above 17.50 could indicate a potential market pullback.

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FedEx (FDX) trades near record highs ahead of the global shipping giant's earnings next week. Charles Schwab's Kevin Horner makes the case many investors could see it as a profit-taking opportunity, pointing out substantial resistance in the stock chart. He then offers an example options trade for FedEx.

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

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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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Walker Williams discusses rising market uncertainty, pointing to the Fed’s difficult position as inflation and geopolitical tensions could push policy more hawkish. He highlights growing concentration risk in the AI trade, noting its outsized weight in the S&P 500 (SPX) and MSCI Emerging Markets Index, including Samsung and TSMC (TSM). Williams also questions whether AI-driven earnings can keep pace with massive capital expenditures.

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