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Jason Brown turns to a trio of stocks that that have seen numerous headlines over recent trading days. For Constellation Energy (CEG), Jason expects the company to pen more deal linked to AI data center expansions. He like NetApp (NTAP) as an alternative AI play, along with Ciena (CIEN) as it builds "highways" for AI technology. Jason offers example options trades for his Big 3 while Kevin Green turns to his technical analysis in the stock charts.
======== Schwab Network ========
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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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Thomas Urano says strong demand at the latest 10-year Treasury auction shows investors, including foreign buyers, are finding value despite elevated yields. He discusses whether 10- and 30-year yields could reach 6%, as well as foreign demand, yield volatility and fiscal concerns in Europe. Urano also highlights an underappreciated pressure on the bond market: heavy government borrowing is competing with a massive private-sector AI investment cycle for the same global capital.
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The S&P 500 (SPX) and Nasdaq-100's (NDX) narrow leadership has made Tony Zhang "selectively bullish." Expanding market breadth is making him more "constructively bullish." He talks about key levels he believes the S&P and Nasdaq need to hold to solidify bullish expectations. Turning to his example options trades, he sees "cheap" opportunity in Nvidia (NVDA) as the stock approaches an upside target of $270. Tony tilts more bearish in his Citigroup (C) trade.
======== 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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Jan Kniffen says consumers remain resilient and willing to spend, but they are becoming much more selective about where their money goes. He highlights Walmart (WMT), Costco (COST), Home Depot (HD), Dick’s Sporting Goods (DKS) and TJX Companies (TJX) as retail standouts, while discussing challenges for Levi Strauss (LEVI), Nike (NKE) and Lululemon (LULU). He also weighs inflation, employment concerns and the outlook for holiday spending. Tom White follows with a bullish options trade on Costco (COST).
======== 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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PepsiCo (PEP) shares bounced off 6-year lows in the first hour of Thursday's trading day after the company posted an earnings beat. However, the legacy drink and snack firm lowered its full-year guidance. Alex Coffey takes investors through the key metrics in the report to show how the mixed picture plays into how analysts price the stock ahead. Joe Tigay offers an example options trade for PepsiCo.
======== 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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While market breadth is rebounding at the start of Thursday's trading day, Charles Schwab's Joe Mazzola says he needs to see more strength to become confident in the uptrend. Stocks across sectors are about to see their next test as well with the upcoming earnings season. Joe explains how earnings must validate the recent rally in the S&P 500 (SPX) and Nasdaq-100 (NDX) beyond tech. He also addresses TSMC (TSM) and its monthly revenue and the lack of reaction to the earnings surge through the stock.
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Robert Koenigsberger discusses growing opportunities in emerging markets as investors seek diversification from developed-market risks. He favors highly secured, asset-backed private credit and says more mature policies have strengthened the case for emerging market debt as a core allocation.
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Buyers are stepping into the market with the S&P 500 (SPX) Equal Weight outperforming the broader index, says Kevin Green. However, keep crude oil's climb and lasting elevation in Treasury yields in mind, as both serve as strong headwinds against equities. KG offers a glimpse into economic data through the latest read on jobless claims.
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Palantir (PLTR) crossed above $200 for the first time since November 2025 after getting an upgrade from Goldman Sachs. Diane King Hall explains why the firm is just now turning bullish on the stock. Meanwhile, Citi downgraded NXP Semiconductors and slashed its price target. Diane turns to the earnings front in PepsiCo (PEP) after the company posted an earnings beat but lowered full-year guidance.
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David Dietze turns bullish on stocks ahead of a potential year-end rally, favoring small caps and consumer staples. His picks include AutoNation (AN), which he expects to rebound as rates ease, and VICI Properties (VICI) for its attractive yield and Las Vegas real estate portfolio.
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