
Sign up to save your podcasts
Or


Jake Hanley discusses why consumers still feel financially squeezed despite solid economic data, pointing to elevated gasoline, diesel and grocery prices. He warns that limited refining capacity and geopolitical risks could keep energy costs elevated, while weather remains a risk for food prices. Hanley also explains why higher diesel costs could feed through the economy and keep upward pressure on consumer inflation.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse
Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network: https://schwabnetwork.com/about
"There's a lot of emotion with the midterms" that Andrew Arons attributes to the stark selloff hitting the stock market Thursday. However, as he says, "earnings are earnings," believing bulls will prosper in the face of the bearish trading day. Andrew outlines his top stock picks, including Reddit (RDDT), which he says was sold off far too intensely even as daily active user growth decelerates. He still favors Micron (MU) even as the stock hits six-month lows in the middle of the Nasdaq-100 (NDX) selling action. Andrew names Caterpillar (CAT) as a strong stock tied to the AI buildout.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse
Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network: https://schwabnetwork.com/about
Brendan Ahern discusses the rotation out of the AI supply chain and into Chinese internet stocks as Beijing steps up support for domestic markets. He highlights Alibaba (BABA), Tencent, JD.com (JD) and PDD Holdings (PDD), while examining the selloff across Asian semiconductor markets and heavy investor exposure to AI. George Tsilis then outlines an example options trading using Alibaba.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse
Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network: https://schwabnetwork.com/about
Applovin (APP) shares spikes up to three-month highs even as the Nasdaq-100 (NDX) sells off more than 6%. The software company beat earnings and guidance. Marley Kayden reviews several analyst upgrades for Applovin and gauges the stock's outlook amid the steep tech selling. Joe Tigay with Equity Armor Investments reflects on the broader tech sell-off and offers and example options trade for Applovin.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse
Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network: https://schwabnetwork.com/about
Charles Schwab's Rachel Dashiell offers what she considers a complicated technical picture for the S&P 500 (SPX) as it and the Nasdaq-100 (NDX) plunge on incredible AI volatility. As she explains, the technicals beneath the surface conflict with expanding market breadth heading into Thursday's trading session. As for the Russell 2000 (RUT), Rachel says she needs to see evidence of follow-through in the small-cap index after it tested notable support. She then looks into key support and resistance levels in crude oil futures.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse
Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network: https://schwabnetwork.com/about
Barry Knapp discusses the outlook for Treasury yields, Fed policy and the labor market, warning that the 2018 tightening cycle could offer a cautionary parallel for markets. He expects a December rate hike but argues further hikes could damage employment, while AI-driven investment adds new inflation pressures. Knapp also examines the rotation out of technology, the K-shaped economy and why the Fed’s 2% inflation target may prove unrealistic.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse
Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network: https://schwabnetwork.com/about
The Nasdaq-100 (NDX) is currently on track for its largest single-day decline in several months as a mass selloff across tech drags Wall Street down. Kevin Green explains how the reaction in the stock market is tied to the midterm elections and fears of a slowdown in the AI trade. as KG argues, he doesn't see the AI buildout slowing down as much as investors fear. He explains how a Democratic Congress, paired with a still-robust and underperforming energy sector, make a compelling case for tech even as Nvidia (NVDA), Micron (MU), and other Big Tech stock plunge.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse
Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network: https://schwabnetwork.com/about
Persistent weakness in the housing market is hitting Zillow (Z), seen in the company's quarterly earnings. Dutch Bros (BROS) plunged to 52-week lows following its report, while Tapestry (TPR) rallied on a strong report. Diane King Hall takes investors through the volatile earnings movers affecting markets Thursday morning.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse
Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network: https://schwabnetwork.com/about
Erin Gibbs discusses the market’s rotation beyond mega-cap AI stocks and the opportunities she sees in consumer discretionary. She highlights Bath & Body Works (BBWI), Five Below (FIVE), Abercrombie & Fitch (ANF), Brinker International (EAT) and Hasbro (HAS), pointing to strong earnings, improving guidance and attractive valuations. Gibbs also makes the case for greater diversification into mid-caps and equal-weight strategies as investors look beyond the Mag 7.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse
Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network: https://schwabnetwork.com/about
With the midterm elections in the rearview mirror, Talley Leger says investors can get back to looking at company fundamentals heading into the end of 2026. He explains how the correlation in nominal GDP growth and 10-year Treasury yield supports a tactical rally in the former. However, Talley warns the economy may not be growing at the rate investors think. The financials sectors is a corner of Wall Street Talley sees as promising, along with software as the AI buildout continues.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse
Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network: https://schwabnetwork.com/about
From the publisher's feed

3,157 Listeners

932 Listeners

519 Listeners

2,169 Listeners

286 Listeners

1,034 Listeners

355 Listeners

308 Listeners

379 Listeners

935 Listeners

465 Listeners

211 Listeners

74 Listeners

340 Listeners

50 Listeners