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Schwab Network episodes
- MSFT Upgrade Points to Margin Strength, Bullish AI Profit Path
Stifel's upgrade on Microsoft (MSFT) to buy from hold initially sent shares of the Mag 7 giant higher before macro pressures pinned equities on Wednesday's session. Alex Coffey discusses the key points from the analyst note, from views on company margins to how it will leverage AI. Prosper Trading Academy's Charles Moon takes investors through an example options trade for Microsoft.
======== 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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7 min - Tchir: China "Very Happy" to Let U.S.-Iran War Continue, "Hurts Us" More
Peter Tchir doesn't expect a lot to come out of the summit between President Trump and China President Xi Jinping. Pay attention to summit headlines regarding AI, with Peter emphasizing Alibaba's (BABA) innovation as a sign China is attempting to get tech leverage over the U.S. He adds that China is "very happy" to let the U.S.-Iran war continue because it "hurts us" more. Peter makes the point that the U.S. can become further entrenched in the war if the Houthis get tied up more in the conflict.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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9 min - Yields "Going Up For Right Reason," AI Leads Markets at Breadth's Expense
The 10-year Treasury yield "is going up for the right reason," says Nathan Peterson of Charles Schwab. He explains how reaction to the latest PMI composite sent the 10-year to levels not seen since July 2007. In equities, Nate says "tech is back" but at the expense of market breadth. It's a double-edged sword after Nvidia (NVDA), AMD Inc. (AMD), and Broadcom (AVGO) earnings all signaled price increases and supply constraints. Nate looks ahead to the final quarter of 2026 and gauges if a year-end rally is in the cards.
======== Schwab Network ========
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7 min - KG on PMI's Market Shock, 10-Year Yield Near Two Decade Highs
Bottlenecks in the supply chain indicated by a spike in PMI sent 10-year Treasury yields spiking back above 5% to levels not seen since 2007. Kevin Green talks about why the print is so significant and analyzes the reaction in equities and fixed income. He turns to the state of the housing market through MBA mortgage application data and "nibbling" he sees in housing-related stocks like KB Home (KBH) following its earnings.
======== Schwab Network ========
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7 min - Wednesday's First Moves: KBH & CBRL Earnings, RCL Makes 50% Sandals Stake
Diane King Hall kicks off First Moves with a look at the earnings front, taking investors through the restaurant's earnings beat and 2027 guidance. KB Home (KBH) continues to see earnings pain due to persistent headwinds facing the housing market. In the travel industry, Diane talks about Royal Caribbean (RCL) taking a 50% stake in Sandals Resorts.
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6 min - AI Reshapes Real Estate Back Offices While Luxury Sales Stay Human
Dolly and Jenny Lenz see mortgage rates above 7% as a psychological barrier but still advise buying, since tight inventory keeps pushing median home prices higher. They note Berkshire Hathaway (BRK/B) calling a bottom in homebuilders by adding to its Lennar (LEN) stake, while AI streamlines back office work but won't replace luxury brokers.
======== Schwab Network ========
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10 min - Bodner: Small Stock Cohort Lead SPX & NDX, Santa Claus Rally to Follow Midterm Pain
Jason Bodner says indexes are looking great with the Nasdaq-100 (NDX) hitting all-time highs and the S&P 500 (SPX) not far behind. However, when you look under the surface, Jason points out that many stocks are seeing a bear market. He takes investors through his data to show how a small selection of stocks are behind the index strength. However, Jason points to October 6th as a tentative bottom for stocks currently experiencing bear markets. He also expects a Santa Claus rally to end 2026.
======== Schwab Network ========
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9 min - Trump & Jinping Poised to Meet: AI, Rare Earths & Crude Oil Key Topics During Visit
The summit between President Trump and China President Xi Jinping will be "critical," says Kevin Hincks. Some things to keep an eye on during Jinping's visit include discussions on AI, rare earths, and curbing tensions with Iran. Kevin also explains what President Trump's tentative U.S. diesel export ban means for the economy as diesel prices remain near all-time highs. He turns to the latest economic data for the housing market in MBA mortgage applications.
======== Schwab Network ========
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7 min - Options Corner: ON Making Bullish Crossover as SMH Outperforms
OnSemi (ON) is a winner in the analog AI chip space, says Rick Ducat, even as the stock moves in a bearish pattern. However, he points out ways shares are setting the stage for a bullish crossover. Rick also offers an example options trade for OnSemi.
======== 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 - Powering AI's Electricity Needs Has 'No One Size Fits All Solution'
AI is a "double-edged sword" with its ability to boost the U.S. economy, though requires a previously unrealized need for power, says Kaitlyn Albertoli. She talks about the rise of data centers and souring sentiment around them, along with the Climate Week discussions surrounding the topic this week. Kaitlyn believes all options need to be weighed when it comes to how AI is powered as there is no "one size fits all solution."
======== Schwab Network ========
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8 min
About Schwab Network
From the publisher's feed
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