Schwab Network

Bob Lang sees elevated oil prices fueling inflation risk for small-cap stocks ahead of a likely Fed rate hike, noting a diesel export ban would do little to help. He then breaks down trades in Amazon (AMZN) on heavy call volume and Alphabet (GOOGL) on its Gemini AI advances. The conversation closes with an outlook on end-of-month options expiry and a shift into a historically bullish seasonal period.

======== 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

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

An uptick in crude oil and Treasury yields is weighing on stocks, with the latter tapping 5.2% just ahead of Monday's trading day. Kevin Hincks talks about the geopolitical and economic news behind the rise of both and why he sees the crude oil supply shocks playing the biggest role in keeping yields elevated. Micron (MU) earnings and a slew of high-impact economic data, including core PCE and the September jobs report, are poised to drive the market tone this week.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

Lumentum (LITE) has become a critical company in the development of AI, and investors took notice by helping the stock rally over 150% since the start of 2026. Rick Ducat takes investors through the key support and resistance levels to watch amid the stunning rise of shares over the last nine months. He turns to an example options trade for Lumentum.

======== 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

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

George Wells calls AI the greatest invention humankind has ever seen, believing the long-term thesis for the new technology stands. It also comes with changes to the job market, as George points to administrative and data-entry roles becoming "redundant." However, he says he keeps guardrails on AI products he uses as LLMs learn workflow creation.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

"We have a beach ball held underwater" when it comes to bullish momentum in the stock market, argues Thomas Hayes. While at least half of S&P 500 (SPX) stocks currently trade under their 200-day SMA, Thomas considers these levels extremes that won't hold long-term. The U.S.-Iran war is one factor he sees as a lasting headwind though holds confidence that selloffs will become buying opportunities. Thomas makes the bull case for PayPal (PYPL) as he sees free cash flow giving the company opportunity for business growth.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

Royal Caribbean (RCL) shares have been underwater in recent trading sessions, says Patrick Ciummo of Charles Schwab. He shows how the 30-day chart exhibits strong bearish momentum as the stock remains 30% below its 52-week high.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

Treasury yields remain elevated to start a new trading week, with the 10-year hitting 5.2%. Kevin Green explains how the geopolitical climate, paired with crude oil prices hovering near $95, add pressure to the macro set-up kicking off Monday's session. Also on KG's radar: Nvidia (NVDA) and its $150 billion share buyback plan. SpaceX (SPCX) shares moved slightly higher in anticipation of a new launch.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

Agustín Escobar te lleva a través de los titulares del mercado de esta semana.

Sam Vadas focuses her final takeaways on Asian markets to close out the trading week. She points out that China's stock market took a hit on Friday as President Xi Jinping closed out his meeting with President Trump in the U.S. In Japan, the yen sees renewed strength. 

Eddie Yoon discusses the better-than-expected, but still weaker consumer sentiment data, saying that consumers have "given up" on institutions. He points out that sentiment for large companies and organizations is at an all-time low. Eddie explains why younger generations are leading the shift in sentiment as many see to balance affordability and opportunity. Data centers play a key role in Eddie's analysis, making the argument there will also be a strong sentiment shift in the AI buildout.