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Schwab Network episodes
- CXMT Challenges MU, SNDK, Other AI Memory Stocks; Bank Stocks Retreat After Earnings
Existing home sales for September are up and beat Wall Street estimates, a sign of strength for a frozen housing market. Kevin Green notes the reprieve it offers for housing, though it's a small one when comparing the metric to historic standards. In the banking space, KG calls the earnings "mixed" across the industry and points to selling action taking command of Tuesday's trading session. China-based CXMT and its developments add pressure to tech and particularly memory stocks, from Samsung and SK Hynix (SKHY) in South Korea to Micron (MU) and SanDisk (SNDK) in the U.S.
======== Schwab Network ========
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8 min - MU, SNDK, PANW: Buying the Tech Selloff as Volatility Builds
Scott Martin sees more volatility ahead as investors navigate the Fed, the election and sticky inflation, but says market pullbacks can create buying opportunities. He remains bullish on Micron (MU), SanDisk (SNDK) and Palo Alto Networks (PANW), while watching JPMorgan Chase (JPM) and Bank of America (BAC) for potential strength in a higher-rate environment. For the rockier stretch ahead, he favors bonds, corporate credit, structured debt and Treasurys.
======== Schwab Network ========
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7 min - AMZN, SYK, CMS: Where Mark Zagata Sees Opportunity for Value Investors
Mark Zagata says strong bank guidance and a resilient economy are creating opportunities for value investors heading into 2027. He highlights Amazon (AMZN) as AI and AWS investments begin translating into earnings, while Stryker (SYK) offers upside after a difficult year. He also likes CMS Energy (CMS) for defensive exposure and argues strong earnings growth could keep value stocks performing.
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8 min - Tuesday's First Moves: WFC Mixed Earnings, JNJ Beat & Raise, DPZ Slides
JPMorgan Chase (JPM) earnings showed a double miss and gained after the opening bell while Wells Fargo (WFC) showed mixed results and traded lower. Diane King Hall offers a closer look into the latter's report and discusses the investor reaction to the earnings. She then explains what's driving Johnson & Johnson's (JNJ) beat and raise quarter, along with earnings from Dominio's Pizza (DPZ) that sent shares near 52-week lows.
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6 min - Big Banks Weather Interest Rates, AI Spending Tests Tech Trade
David Ellison breaks down bank earnings and why healthy credit, loan demand and deposits point to a strong economy. He discusses JPMorgan Chase (JPM), Wells Fargo (WFC), Goldman Sachs (GS) and Citigroup (C), arguing that higher rates remain manageable for banks and that the U.S. needs larger financial institutions to support growing debt and capital needs. Ellison also weighs the risks surrounding AI investment, OpenAI and Anthropic, plus opportunities and challenges from fintech, crypto and stablecoins.
======== 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
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11 min - South Korean Tech Weakness Hits U.S., Cooling Crude & Yields Add Macro Muscle
All stocks connected to the AI trade appear to be falling into the start of Tuesday's trading session, but as Kevin Hincks points out, a decline in crude oil and Treasury yields offers some equity relief. He explains how selloffs in companies like Samsung and SK Hynix (SKHY) in South Korea sparked the U.S. tech weakness and how a reversal can shape up during the day. Kevin turns to the start of earnings season and talks about what's behind the double miss from JPMorgan Chase (JPM).
======== 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
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7 min - Options Corner: ASML Pullback & Consolidation into Earnings
Ahead of ASML (ASML) earnings Wednesday morning, Rachel Dashiell of Charles Schwab examines the pullback in shares she ties to exhaustion from a recent rally. She explains why $1,700 is the level to watch short-term as the long-term chart shows a channel forming from the stock's moves. Rachel turns to an example options trade for ASML.
======== 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
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5 min - Why OpenAI, Anthropic, Other Big Tech IPOs Stay Private for Longer
Dean Quiambo discusses why companies are staying private for longer, including tech giants OpenAI and Anthropic. Companies like SpaceX (SPCX) setting record-setting debuts add to the pressure for other Big Tech IPOs. That said, Dean makes the case that these companies have more time to create a more compelling story to hook investors.
======== Schwab Network ========
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6 min - Robust Corporate Earnings Face Pressured Consumer, Tight Job Market
Garrett Melson does not see a negative backdrop as corporate earnings grow, though he remains cautious on the U.S. consumer. He expects consumer spending to slow down as nominal incomes are not meeting the pace of inflation. Pressure in consumer staples and discretionary company earnings add to Garrett's thesis. He then talks about the state of the labor market and oscillations in the AI trade, along with how both play into his year-end outlook.
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10 min - 'Watch Chips Today' as AI Stocks Slide, JPM Double Miss Begins Earnings Season
The weakness in tech is the biggest concern Tom White has heading into Tuesday's trading session, noting the tech-heavy Kospi index in South Korean seeing a huge overnight decline. "Watch the chips today," says Tom, as momentum in names like Nvidia (NVDA), Micron (MU), and AMD Inc. (AMD) have power to dictate market moves. Earnings season began with a double miss in JPMorgan Chase (JPM) despite strength in the big bank's equity trading business. Tom discusses how CEO Jamie Dimon added color to the company's report. Meanwhile, Wells Fargo (WFC) posted mixed earnings while Goldman Sachs (GS) beat.
======== Schwab Network ========
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10 min
About Schwab Network
From the publisher's feed
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