Schwab Network

Crypto winter is over, says Tommaso Mancuso. He explains how the latest headlines lifted Bitcoin above $86,000 even after the Clarity Act failed a key Senate vote. Tommaso is bullish that continued institutional investments will build strong support in Bitcoin and lead to a volatile rally in it and other crypto assets.

The macro set-up is "extremely attractive for stocks," says Kevin Hincks, who points to crude oil near $90 and a pullback in the 10-year Treasury yield helping bullish sentiment. He adds that the Mag 7 reclaiming market leadership offers a boost of confidence. While market breadth has waned in the rally, Kevin believes it will improve so long as tech maintains the strength. Sticking with the Mag 7, Kevin discusses Meta Platforms (META) and its Muse AI product that ushered in a rally for the stock.

KB Home (KBH) has been an underperformer even in a sector that has struggled in recent months, according to Rick Ducat. He compares the stock to its peers just ahead of the company's earnings following Tuesday's close. Rick then outlines key levels to watch in the stock chart and offers an example options trade for KB Home.

Mario Payne doesn't believe Monday's rally is a head fake. He tells investors to stay firm in their investment plan and brace for coming headwinds that will lead to eventual tailwinds. Turning to the AI trade, Mario divides companies in the "check writers" and "check cashers," urging investors to search for the latter as hyperscalers up CapEx. He makes the case that the 60-40 investing method is "dead" due to growing value in blue chip stocks and cryptocurrencies.

Crypto winter is over, says Tommaso Mancuso. He explains how the latest headlines lifted Bitcoin above $86,000 even after the Clarity Act failed a key Senate vote. Tommaso is bullish that continued institutional investments will build strong support in Bitcoin and lead to a volatile rally in it and other crypto assets.

Investors are beginning to nibble on shares of Brinker (EAT) as Northcoast Research upgrades the stock. Ben Watson of Charles Schwab shows how bulls are beginning to build new support for Chili's parent company when examining the 10-day chart. He then shows key levels to watch in Brinker's one-year price action.

Crude oil tapped levels just below $90 ahead of Tuesday's opening bell, something Kevin Green sees giving stocks some relief on the macro front. He discusses the recent headlines backing moves in the commodity and what investors can expect in greater price action for the session. KG turns to Meta Platforms (META) and its Muse AI-led rally that sent shares to October 2025 highs. Also on his radar: Quest Diagnostics (DGX) selling off due to adjustments being made to Medicare rates.

Meta Platforms (META) hit October 2025 highs as its Muse AI agent impresses audiences and investors alike. AMD Inc. (AMD) hit $1 trillion in market cap after it, Intel (INTC), and Arm (ARM) surged thanks to part to Meta's rally. Warner Bros. Discovery (WBD) and Paramount Skydance shares ran higher after Paramount reached a settlement in a lawsuit targeting the merger. Sam Vadas carries investors through Monday's green day on Wall Street.

======== 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

Eli Lilly (LLY) is gaining speed in capturing the GLP-1 craze as Novo (NVO) continues to struggle in catching a bullish bid. Meanwhile, the U.S.-China summit begins with President Trump and China President Xi Jinping poised to meet on Thursday. Sam Vadas takes investors through her top takeaways to start the trading 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

Shawn Snyder sees AI CapEx spending normalizing from hyper growth to a more sustainable pace, with Meta Platform's (META) Muse AI agent showing the industry can monetize its investment. He highlights a strong correlation between oil prices and Treasury yields as a key market driver, and watches whether retail gas and diesel prices will sway the midterm election. Snyder expects the Fed to hike once more while noting the consumer remains resilient with spending tracking 3.5 to 4% annualized in the third quarter.

======== 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