Schwab Network

A hotter-than-expected inflation print sparked a selloff in stocks and bonds and raised the odds of another Fed rate hike. Amol Dhargalkar explains why inflation remains above the Fed’s target and weighs the effects of elevated oil prices, Middle East tensions, a resilient U.S. economy, and the AI boom. He also looks at rising global bond yields, the generational AI CapEx cycle, and why investors should prepare for higher volatility with more proactive risk management.

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Kevin Hincks takes investors through the latest CPI print, which showed a 0.1% uptick in the core headline number. While energy made a sharp upside move that pushed up inflation expectations, he points to hidden corners of the report pushing back that narrative. This CPI print raises a key question Kevin poses to investors: will this cement an interest rate hike for the Fed's October meeting. He adds focus on the energy trade by discussing the IEA's diesel constraint expectations.

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Audrey Symes breaks down the surge of big bank earnings that kicked off the final earnings season of 2026. She points to JPMorgan Chase (JPM) missing on the top and bottom line as a surprise but believes many metrics of the report showed strength. Audrey offers her in-depth takeaways on what that report, paired with those like Citigroup (C) and Wells Fargo (WFC), mean for the big bank outlook. She then turns to how AI is shaping the financial sector.

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Energy continues to dominate CPI as the metric for September ticked up 0.6%. Kevin Hincks runs through the key numbers underneath the headline number as equities dipped and Treasury yields ripped on the release. He calls the report a "mixed bag" beyond the energy spike. Alex Coffey explains how this CPI report plays into the overall inflation picture and why the October Fed meeting may be "live" with the committee's interest rate decision.

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Stocks still have room to run before the end of 2026, according to Talley Leger. He sees the "earnings engine running hot" for the current quarter and is surprised of the "relaxed" price action in crude oil. Talley adds that the fourth quarter tends to be "traditionally favorable" for equities once midterm elections end. When it comes to small caps, Talley explains how heightening lingering interest rates and Treasury yields continue to hammer the space. He says investing in small caps is a "leap of faith worth taking."

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Dell Technologies (DELL) traded lower into Wednesday's trading session after Barclays downgraded the legacy hardware giant. Patrick Ciummo of Charles Schwab takes investors through his technical analysis of the short- and long-term chart to highlight key support and resistance areas to watch.

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The S&P 500 (SPX) closed Tuesday's session just a half-percent off its all-time high, though as Tom White discusses, there's a lot of choppy price action under the index's surface. Crude oil volatility is also keeping investors locked on the energy trade, with commentary from the International Energy Agency saying diesel constraints will continue into 2027. On the earnings front, Tom talks about Bank of America (BAC) narrowing its quarterly profit and the earnings beat from ASML giving a green light for the AI trade.

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JPMorgan Chase (JPM), Wells Fargo (WFC), Goldman Sachs (GS), and Citigroup (C) showed mixed earnings results for the financial sector. AI memory stocks like Micron (MU), SanDisk (SNDK), and Western Digital (WDC) traded lower as a rising competitor boasts data capabilities. Apple (AAPL) shares hit an all-time high. Marley Kayden takes investors through Wall Street's biggest stories.

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Broadcom (AVGO) CEO Hock Tan believes some AI investors don't know what products they are actually investing in, equating them to gamblers. Meanwhile, healthcare earnings gave a mixed pulse on the state of the industry even though UnitedHealth (UNH) beat. Sam Vadas and Marley Kayden offer a glimpse into their top takeaways for Tuesday's trading session.

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RadiantGraph CEO Anmol Madan says health care is still in the early innings of AI adoption, with investments focused on areas such as prior authorization, scheduling, intake and clinical note-taking. He says AI could eventually lower costs and expand access by supporting care management and chronic conditions, while near-term adoption is more likely to reshape jobs than eliminate them. Madan also says scaling AI will depend on organizational acceptance, clinical evidence and safeguards that prove the technology can deliver care safely.

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