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Schwab Network episodes
- Gibbs: Small Caps Pay Big Price in Rate Hike, "Don't Underestimate" META Mus
The interest rate hike from the Fed is a big deal for small caps, says Erin Gibbs. She explains how mega cap firms stomach the pains of rising rates while the small cap peers pay the real price. However, Erin still sees opportunity in select names like GitLab (GTLB), Match Group (MTCH), and Dropbox (DBX) even if volatility grips these stocks for now. She turns to the Mag 7 by discussing Meta Platforms' (META) Muse AI and why investors "shouldn't underestimate" the AI agent.
8 min - Chart of the Day: NBIS
BNP Paribas upgraded Nebius (NBIS) to buy from neutral and set a price target of $399, which is close to a Street high. Brett Crowther of Charles Schwab highlights the short-term consolidation and the run higher he sees for shares. The question lies in long-term price action as there's a key line in the sand for resistance.
4 min - Ziemba: Markets Pricing In U.S.-Iran Cooldown 'Too Optimistic'
Markets pricing in a ceasefire or general cooldown in U.S.-Iran tensions are "too optimistic," according to Rachel Ziemba. She points out that Iran has no need to expedite the timeline for peace as the Trump administration faces pressure to do so with midterm elections lingering. As for the summit between President Trump and China President Xi Jinping, Rachel says she doesn't have high expectations for market-moving headlines in their meeting.
8 min - 30-Year Yields Hits 2004 Highs as Trump, Xi Jinping Summit Begins
There was more volume on Wednesday trading session than the Fed's interest rate decision last week, according to Kevin Green. It's a point of concern for bulls as stocks ended down on the day. KG notes that 10-year Treasury yields hitting 2004 highs, paired with volatility from the Japanese yen, pile onto the concerns. It all comes as the summit between President Trump and China President Xi Jinping begins.
7 min - Stock Market Today: META Muse at 500K Users, CRWD & PANW Rally, MCD 4-Year Low
Cybersecurity stocks like CrowdStrike (CRWD) and Palo Alto Networks (PANW) closed as the top performers in the S&P 500 (SPX). Meta Platforms (META) continued to inch toward all-time highs as Muse AI reaches 500,000 users. McDonald's (MCD) investor day didn't raise optimism among shareholders as the stock plunged to four-year lows. Sam Vadas takes investors through the top stories moving Wall Street this Wednesday.
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3 min - Wednesday's Final Takeaways: China Investigates DeepSeek & Moonshot AI, Presses AVGO with Scrutiny
China is leading global headlines in the AI trade today, according to Sam Vadas. She takes investors through her top takeaways through China's investigations into DeepSeek and Moonshot AI. Sam adds that Broadcom (AVGO) faces scrutiny in the country as well.
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3 min - How Small Businesses Are Using AI to Survive Rising Costs
Dave Gilbert sees small businesses under pressure from inflation and rising costs, turning to AI for marketing, budgeting, and expense management. He notes adoption is higher in professional services and health sciences while real estate trades lag behind, and says smaller firms spend a fraction of what giants like Uber Technologies (UBER) invest. Gilbert also points to solopreneurs building companies with fewer than three people using AI tools since the pandemic.
======== Schwab Network ========
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9 min - AMD More than NVDA Competitor: AI Factories & META Offer Long-Term Bull Case
AMD Inc. (AMD) became the fourth U.S. chipmaker to reach $1 trillion in market cap. Stephen Sopko believes the strong rally in shares to reach that milestone shows a recognition that AMD is much more than a traditional chipmaker. Meta Platforms (META), a major customer for AMD, developing its Muse AI agent is what Stephen considers a strong case for the need for CPUs long-term. He then turns to Nvidia (NVDA) and Intel (INTC) chip development and ways they highlight a lasting need for AI data centers.
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9 min - META Muse's Game Changing Effects for Stock, Greater AI Trade
The Nasdaq-100 (NDX) hitting an all-time high, paired with the release of Muse AI from Meta Platforms (META), shows that the AI trade is back, according to Ben McMillan. For Muse in particular, he believes the AI agent is a strong product because it allows Meta to hit its audience directly. The launch faces sentiment headwinds as opinions on AI data centers hit an all-time low. Ben doesn't see the developments as a death knell for the trade, just a sign that investors will be more careful in picking tech stocks. The 10-year Treasury yield climbing above 5% once again also pins equities short-term.
======== Schwab Network ========
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10 min - Charts to Watch: SPX, ZBRA, COP
Charles Schwab's Kevin Horner sees the S&P 500 (SPX) pulling back from resistance with key support at 7,685 to 7,700, the 50 day moving average at 7,630, and last week's FOMC low near 7,500. He highlights Zebra Technologies (ZBRA) breaking out of a bull flag with a target near 415 while the broader tech sector struggles. Horner also flags ConocoPhillips (COP) pulling back to its 50 day moving average as a potential entry point for bullish energy traders.
======== Schwab Network ========
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6 min
About Schwab Network
From the publisher's feed
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