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Schwab Network episodes
- 10-Year Yield Tap 24-Year Highs; MU Earnings, AMZN & CEG Deal Power AI Stocks
Thursday's "strong" jobless claims print sets the bar a little higher for Friday's September jobs report, says Kevin Hincks. One point of concern for equity investors lies in Treasury yields and their steady rally. The 10-year yield knocked on the door of 24-year highs heading into the trading session. Kevin addresses how the moves in fixed income create an unsteady foundation for equities. However, Micron (MU) earnings prove that the AI trade is going nowhere, along with Amazon (AMZN) and Constellation Energy (CEG) penning a 20-year nuclear power deal. Alphabet (GOOGL) also announced Gemini 4 as it continues to expand AI capabilities.
======== 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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12 min - AI Spending Power and the Case for Alcoa
Brian Glenn, CIO of Premier Path Wealth Partners, says the market sits at all-time highs despite over half of S&P names being in bear market territory, with $6 trillion in AI-related CapEx through 2030 still searching for ROI. He sees pharma as a key AI beneficiary, noting Roche's 3,500 Nvidia (NVDA) chips speeding drug discovery, and highlights Alcoa (AA) as a cheap pick at eight times earnings with aluminum demand tied to electric grid upgrades and data center cooling.
======== Schwab Network ========
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11 min - Options Corner: NKE Stumbles to 12-Year Lows as Earnings Loom
Nike (NKE) shares are at historic lows as the legacy athletic wear company struggles to find footing in its turnaround story. Rick Ducat shows the stock's stark selloff and the downward funnel forming in the chart ahead of earnings Thursday. He turns to an example options trade for Nike.
======== 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 - Charlie Rose's Contrarian Take on AI Data Center Growth, Sees 'Binary Risk'
Invesco's Charlie Rose sees "a lot of downside risk" to investing in AI data centers, a contrarian take among broader Wall Street views. While this corner of the market is something he says offers short-term growth opportunities, the long-term outlook is a different story due to "binary risk." Charlie adds that the climb in Treasury yields raises warning flags for the real estate space.
======== Schwab Network ========
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7 min - Schultze: Brace for "Mixed" 4Q, AI Memory Trade Hit "Peak" with MU Earnings
The fourth quarter is officially underway on Wall Street. George Schultze recaps the volatile third quarter and how it sets the stage for a "mixed stock market" to close out the year. He then addresses the "big question" for Micron (MU) after the company posted strong earnings: what happens when companies pull back AI spending? George believes the AI memory industry is at the "peak" and will experience a correction.
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7 min - Chart of the Day: SNPS
A strategic partnership between OpenAI and Synopsys (SNPS) sent shares of the latter company higher into Thursday's trading day. Charles Schwab's Ben Watson takes investors through the short- and long-term price action in shares to show where bulls can expect a tentative breakout.
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4 min - MU Earnings Add AI Muscle, GOOGL Gemini 4 & Leaders Address Global Energy Woes
Markets inched higher heading into Thursday's trading session after Micron (MU) showed lasting earnings strength supporting the AI trade. However, Tom White points out concerns on the macro front he sees hitting a concentrated stock market. One of the biggest headlines: President Trump calling on EU leaders to release more diesel supply even as the U.S. weighs its own diesel export ban. Reports point to China considering its own ban of fuel exports. In the AI trade, Tom talks about Micron's eyewatering report and Alphabet (GOOGL) launching Gemini 4.
======== Schwab Network ========
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12 min - Fed & Debt Risks Loom Over Bitcoin, Altcoins Outperform & Gauging Blockchain Activity
September was "relatively calm" for Bitcoin and other crypto assets compared to past years, says Jim Ferraioli of Charles Schwab. That doesn't mean risks don't exist for crypto assets. Jim points to the Fed's interest rate hike, paired with ballooning U.S. debt, as key risks crypto investors need to navigate. Meanwhile, altcoins have recently outperformed against Bitcoin despite the latter's recent rally. Jim explains how all of these ties into his technical analysis for Bitcoin and addresses the spike in layer-1 and layer-2 transaction activity.
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8 min - Stock Market Today: MU Earnings Beat, HPE Gets AMD Order, BA Navy Contract
Micron (MU) became the biggest stock story of Wednesday's session due to its highly anticipated earnings. Boeing (BA) shares didn't lift off even after getting a $20 billion contract from the U.S. Navy. HPE (HPE) rallied after securing its first order of AMD Inc. (AMD) Helios rack deployments. Marley Kayden talks about the biggest movers of the trading day.
======== Schwab Network ========
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2 min - Wednesday's Final Takeaways: PCE Cools, TSM Weighs Texas Investment
Core PCE moved markets Wednesday morning after the headline numbers came in lighter than Wall Street estimated. The tech trade saw multiple interesting headlines into Micron (MU) earnings, one of which being a tentative investment from TSMC (TSM) into Texas. Sam Vadas and Marley Kayden talk about their top takeaways on today's session.
======== Schwab Network ========
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5 min
About Schwab Network
From the publisher's feed
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