Schwab Network

Will Anthropic's IPO face a similar trend to SpaceX (SPCX)? David Shapiro thinks so, pointing to appetite reaching a fever pitch ahead of a tentative public debut before the end of 2026. Even after company leadership expressed AI safety concerns, David says interest in the IPO increased. Evan Schloassman addresses concerns as to whether the current market environment can stomach Anthropic's $2 trillion debut. He gauges hyperscaler CapEx and consumer demand for AI to weigh if Anthropic has room to run in public markets.

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Joy Tang, CEO of Markable AI, breaks down Amazon's (AMZN) fall Prime Big Deal Days event, with Adobe (ADBE) forecasting $9.9 billion in US online sales and fashion, seasonal, and household items leading the way. She explains how creators are driving purchase decisions, with creator-influenced spending expected to grow from 6% to 30% of online consumer spending in the next few years. Tang also notes that Amazon's creator program has doubled or tripled staffing and conversion is up 70% over last year's October event.

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"For years, Spotify (SPOT) has had an enormous edge" over competitors in the music streaming space, says Andy Swan of LikeFolio. Consumer demand trends between it and Apple (AAPL) Music show pressure stacking up against the streaming giant. "It's appropriate to be cautious," according to Andy, who points to other consumer trends that he worries can mute Spotify's future growth prospects.

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Kiana Danial, the InvestDiva, says Nvidia (NVDA) is "underpriced" despite holding a colossal $5.7 trillion market cap. She outlines her bull case for the Mag 7 giant that includes an expanding AI landscape with frontier models that she says will need Nvidia's hardware. Kiana compares the company to AMD Inc. (AMD), Intel (INTC), and Broadcom (AVGO) to explain how each take different pieces of the same AI pie. She adds that the Fed's interest rate outlook doesn't shake her bullish Nvidia outlook.

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Nvidia (NVDA) is now planning $235 billion in share buybacks, something that shows "extreme confidence" in CEO Jensen Huang's future vision for the company, says Paul Powers. He adds that the buyback allows Nvidia to deepen its AI moat and monetize businesses it currently has investments in. Wedbush's Matt Bryson believes addresses Nvidia's evolving role in the entire AI stack in an apparent acceleration of the AI race. He expects the Mag 7 giant to be a lasting winner.

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Charles Schwab clients diversified their portfolios throughout September, highlighted by what Joe Mazzola considers a unique trend in sharp ETF inflows. As he says, not just one ETF made the top 10 buys in the month, but five. Among the top equity buys in September: SpaceX (SPCX), Amazon (AMZN), Broadcom (AVGO), and Nvidia (NVDA). Meta Platforms (META), AMD Inc. (AMD), Palantir (PLTR), and Intel (INTC) were the top sells. Joe Mazzola sifts through all his data from Charles Schwab investors to explain how profit-taking and macro caution gripped momentum — and may continue to do so.

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Scott Bauer of Prosper Trading Academy tells investors to expect "a lot of volatility" in October as he sees it as the most volatile month of the year. That said, he highlights trading opportunities in stocks and ETFs he expects to weather the storm. Scott takes investors through his example options trades in Alphabet (GOOGL), Expedia (EXPE), and the Roundhill Memory ETF (DRAM). Kevin Green support Scott's analysis by taking investors through key levels to watch in the 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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Paul Schatz, founder and president at Heritage Capital, sees a split market with mega-cap tech at highs while the average stock is down over 20%. He advises caution in Q4, says October needs a 5% pullback to fuel a year-end rally, and is bullish on Bitcoin toward 100,000 into Q1 2027.

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Morningstar Wealth's Ahmed Khan says Zscaler (ZS) is positioned to benefit from AI-driven network traffic growth but has underperformed peers like CrowdStrike (CRWD), Fortinet (FTNT), and Palo Alto (PANW) due to weaker execution and its narrower focus on network security. He sees the upcoming investor day as a chance to address concerns around AI monetization and the recent CRO departure. Tom White demonstrates an options trade using Zscaler.

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Melius Research upgraded Microsoft (MSFT) to buy from hold and sees a strong case building for the Mag 7 giant's Azure cloud platform. Marley Kayden takes investors through the key takeaways from the analyst note, which explains why the firm sees Microsoft and its team as the "adults in charge" for the AI trade. Prosper Trading Academy's Charles Moon walks through his example options trade for the Big Tech stock.

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