Schwab Network

Andrew Wells believes the Treasury's planned liquidity boost to longer-term bonds will add long-term pressure to fixed income markets. He points to the "big move" in yields, from the 10-year to the 30-year, as a bigger warning sign than he believes the Treasury is seeing. Andrew adds to his input by explaining how it all weighs on the Fed's interest rate outlook and this week's Jackson Hole symposium.

The 2026 IPO market is proving to be a more mixed picture than Jim Neesen expected. He explains what reset some expectations for IPOs this year and how it sets the stage for other potential Big Tech public debuts like Anthropic and OpenAI. "There is a lot of appetite" for Anthropic, says Jim, as the company has its sights on a tentative $2 trillion valuation.

Justin Bergner talks about Gabelli Dividend Growth Fund holdings including Alphabet (GOOGL), Amazon (AMZN), Merck (MRK), and Ferguson Enterprises (FERG) in the context of countervailing market forces. With rising yields, the U.S. budget deficit, and hyperscaler CapEx, what could cause a market correction? Bergner is focused on “bottoms up” equity research to find “idiosyncratic winners.”

Brooks Hiller, a rising senior at Indiana University and the President of Sample Gates Management, explains what it’s like balancing the demands of being a college student while also running a real estate fund, lays out what makes SGM one of a kind and looks ahead to entering the workforce after graduation.

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The cost of pennies and nickels now cost more to produce than they are actually worth. What does this mean for the future of cash? John Deal says the physical U.S. dollar still has a place in the economy even as credit and debit card usage accelerates.

With the weakening consumer, and both the U.S. Treasury and the Federal Reserve trying to keep demand strong by lowering rates, Luke Lloyd, President and CEO of Lloyd Financial Group, thinks “it is a perfect time to get longer duration.” He thinks higher rates would lead to a recession, and is more focused on unemployment risk than on oil or geopolitics.

Jeff Weniger, chief investment strategist of Corgi Invest, talks about his firm's buffer ETFs and ways they aim to limit downside risks amid volatile market swings. He discusses the Corgi 0-3 Month T-Bill ETF (CGOV) and the Corgi Magnificent Seven ETF (CMAG).

Jay Woods sees seasonal headwinds "putting a damper on the rally" in the coming weeks. One corner of the market struggling to find its footing: AI chips as Nvidia (NVDA) earnings loom. Jay tells investors to brace for volatility but remains confident in long-term AI trends. Software is gaining traction, as Jay highlights bullish technical trends in Salesforce (CRM) and CrowdStrike (CRWD) — both of which report earnings this week.

Alphabet (GOOGL) "owns the mine, the shovel factory," and just about everything it needs to lead the AI race, argues Tiffany McGhee. However, she says the Mag 7 giant's negative free cash flow raises a yellow flag. Stephanie Walter agrees that Alphabet's breadth is the strongest sticking point for forward momentum, though points to confusion on how it uses AI as the biggest concern.

James Demmert says Nvidia's (NVDA) earnings will be "very important" but expects Wall Street to "overcomplicate" the report. He calls the stock a "bargain" at current prices. On the greater AI chip trade, James turns to the VanEck Semiconductor ETF (SMH) and urges caution in the sector, making the case there are losers in the group. He turns to the greater economic outlook and other sectors to watch as the 10-year Treasury yield remains near multi-year highs.