Schwab Network

Kevin Davitt from Nasdaq discusses “responsive single names” pushing indices higher across the board, such as the Alphabet (GOOGL) lawsuit story and Broadcom (AVGO) earnings. He discusses the positive sentiment this year around technology vs negative sentiment around healthcare and how that affects market conditions. Kevin also discusses how equity ownership has broadened in the U.S. over the last few years, and how having a stake in the stock market changes consumer behavior. He gives some trends to watch in the options market.

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The SPX tapped new record highs in Thursday's session. Kevin Green explains how a breakout of a "flag pattern" helped signal a push higher for the index. He explains why all the ingredients for a continuing upside run remain intact. Market breadth breathed life into Thursday's rally as well, as Kevin points out a substantial move in advancing stocks during the day.

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“All trading days are crazy in September,” Louise Goudy Willmering laughs. She discusses the Fed’s dual mandate, and while she expects a 25-basis-point potential rate cut next week, she’s not sure about moves after that. “The wait and see is ok at this point.” She emphasizes the importance of staying diversified, calling back to tech’s April sell off. She also argues that the dollar may stay weaker, creating international opportunities.

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Pressure on the Fed to cut interest rates couldn't be more clear, according to Rebecca Walser. That said, she believes Jerome Powell and company remain in a "rock and hard place" following Thursday's CPI data and jobless claims print. Rebecca says markets are pushing for 75bps of cuts through the end of 2025. She adds that Powell has responded to markets before, though tariffs can complicate the situation even more.

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Jason Bottenfield and Phil Kafarakis discuss the latest on inflation. Jason calls this week’s PPI report “a gift” for the Fed, giving them more leeway to cut rates as they worry about the job market. He thinks a cut this month will only be 25-basis-points, but expects two cuts this year as the Fed enters an “easing cycle.” Phil zeroes in on rising food prices, citing climate change, diseases, and tariffs “complicating” the picture.

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Devan O’Dowd surveys the $12T ETF market, with “huge” continuing demand for active management. Electrification and reshoring are “big themes” for him right now, and he’s looking for exposure to these sectors along with strategic oversight. He gives examples of several ETFs his firm, Tema, has created along these lines, and why investors may be interested in them.

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Tim Thomas expects a 25-basis-point rate cut next week, with another later this year. He expects the “earnings-led bull market” to continue into next year. His “one concern” is high valuations. Tim favors tech stocks, “big hyperscalers” and AI infrastructure, and is looking for winners in software. He also thinks financials will see a boost from IPO & merger activity along with deregulation. “On the long-term, thematic arena” he thinks utilities will benefit from AI energy demands, along with pipelines and transportation.

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Citi raised its price target on Micron (MU) to $175 from $150 as it expects the A.I. player to guide well-above Wall Street estimates. Marley Kayden notes the stock's significant rally on the price target raise, along with how it's "riding on the back" of Oracle's (ORCL) earnings. However, she adds that it raises the bar for Micron and similar stocks moving forward.

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Austin King returns to Next Gen Investing and gives investors his latest take on the crypto landscape. He mentions regulatory measures "catching up" with crypto tech as a significant plus for digital assets, though he warns investors not to get caught by "euphoria" of an evolving crypto space. Austin describes ways to keep portfolios with crypto protected.

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The door opened to another meme stock rally. Opendoor (OPEN) soared on the announcement that Shopify's (SHOP) COO will take the CEO position at Opendoor. The company will also bring its co-founders back to the board and added it will emphasize A.I. down the road. George Tsilis talks about the "mixed" picture new leadership will encounter and explains the complications of Opendoor's business.

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