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Schwab Network episodes
- Wednesday's First Moves: MRNA Downgrade, BA Jet Contract, JBL Earnings
Citi downgraded Moderna (MRNA) following the stock's astronomical rally in recent weeks. Boeing (BA) pens a $20 billion deal with the U.S. Navy for its next generation fighter jets. Jabil (JBL) shares didn't move much on its earnings beat and strong guidance. Diane King Hall turns to the biggest stories moving markets following Wednesday's opening bell.
======== Schwab Network ========
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6 min - AI Buildout Powers a Rotation From Cash Into Credit
Mike Talaga breaks down hyperscaler debt issuance surging toward $400 billion next year and why the AI buildout differs from the telecom boom. He's bearish on generic investment grade tech debt due to supply pressure but likes utilities and former Bitcoin miners transitioning to AI data centers for yield. He also sees a rotation from money markets into credit as rates move and investment grade spreads offer around 6%.
======== Schwab Network ========
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9 min - PCE Pushes Equities, Cuts into Interest Rate Hike Changes as Oil Flows Improve
Core PCE flashed a green light for equities when the print came in lighter than expected. Kevin Hincks runs through the report to explain how it significantly reduces interest rate hike probabilities for October. He then runs through the GDP and ADP employment data to add more color on both sides of the U.S. economic picture. Kevin turns to reports from JPMorgan and Goldman Sachs which state that oil flows in the Middle East reached 98% of pre-war levels.
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7 min - Options Corner: MU Aims to Recapture All-Time Highs in Earnings
Micron (MU) reports earnings after Wednesday's closing bell as the unofficial close to earnings season. Rick Ducat analyzes the technical trends he sees in the AI memory chipmaker's stock chart and shows key levels to watch following the company's report. He then turns to an example options trade for Micron.
======== 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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4 min - Caleb Silver on PLTR, MSFT, Other Software Rotation as Market Confidence Drops
Caleb Silver says investors his company surveyed still feel confident overall in the stock market, though the percentage saw a significant drop. Higher crude oil prices, interest rates, and Treasury yields all pile onto concerns that an AI bubble continues to grow. Caleb talks about why investors surveyed by Investopedia are moving out of key software names like Palantir (PLTR), Microsoft (MSFT), and ServiceNow (NOW) amid the AI reevaluation.
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7 min - How Energy Volatility Will Shape Fed's October Interest Rate Decision
Reid l'Anson talks about the geopolitical movers hitting the energy trade beyond the U.S.-Iran war and focuses on how the Russia-Ukraine war adds to mounting headwinds. Turning to the U.S. itself, Reid addresses how he sees it shaping the Fed's interest rate decision in October.
======== Schwab Network ========
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6 min - Crude Oil Slides as Yields Climb, MU Earnings Preview & White House AI Accord
The correlation between crude oil and Treasury yields moving higher is breaking, says Kevin Green. He highlights how the former moving lower as the latter inches higher raises a new warning flag investors need to watch. So when will markets see a relief bounce in equities? KG believes it will come once Wall Street gets through his week's inflation and jobs data. President Trump's meeting with top AI leaders from Nvidia (NVDA), AMD Inc. (AMD), and Meta Platforms (META) among others led to a "White House Accord on Super Intelligence." KG tells investors not to miss Micron (MU) earnings after the close.
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10 min - Chart of the Day: MRNA
Moderna (MRNA) and its "overexuberant" breakout takes Patrick Ciummo of Charles Schwab's focus. He shows how the 30-day price action ran hot and how it sets the stage for a likely cooldown in the coming sessions.
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3 min - Stock Market Today: FICO Worst Day in Decades, CCL & BE Top SPX #shorts
Fair Isaac (FICO) closed as the worst performer on the S&P 500 (SPX) on its worst session since 1989. On the other side of the index, Carnival (CCL) and Bloom Energy (BE) closed as the top performers. Marley Kayden has more on Tuesday's biggest market movers.
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2 min - Tuesday's Final Takeaways: Consumer Confidence Sinks, Oura Delays IPO
Anthropic may be the biggest IPO poised to hit public markets, but don't miss headlines surrounding Oura and its own IPO delay. Sam Vadas explains how the headline reflects the souring market sentiment. That sentiment extends to consumer confidence, with Marley Kayden touching on what's driving the freefall in that report between August and September.
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5 min
About Schwab Network
From the publisher's feed
Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker,…
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