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Schwab Network episodes
- Earnings Growth and Valuation Gaps Fuel the Small Cap Rally
Elena Khoziaeva makes the case for diversification across both geography and market cap, highlighting global and emerging markets along with small caps as key levers. She points to Russell 2000 earnings growth far exceeding expectations and a persistent valuation gap between small and large caps as evidence the small cap rally can be sustainable. Khoziaeva also favors market neutral strategies as a low-volatility alternative to fixed income amid rising rates.
======== Schwab Network ========
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6 min - From Tech Concentration to Diffusion: Talley Leger's Bullish Take on AI Earnings
Talley Leger frames the rate debate through the gap between nominal GDP growth and the ten-year Treasury yield, arguing the carry trade remains intact and supports a risk-on posture. He sees the earnings engine running hot with broadening participation across all eleven sectors, transitioning from tech concentration to tech diffusion. Leger also highlights AI-driven efficiencies and record margins as the key earnings story, while favoring pro-cyclical sectors over defensives.
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8 min - Energy Overhang, Diplomacy Catalysts Set Stage for Earnings Season & Chip Demand
Chris Versace explains why falling oil prices may not ease consumer pain, with elevated fuel costs likely to linger into early next year. He sees higher energy prices starting to flow through corporate earnings just as quarterly reporting season approaches. Versace also weighs diplomacy as the next market catalyst and makes the case for a multi-year buildout in chip and data center demand.
======== Schwab Network ========
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9 min - Muse AI Ups Bullish META Expectations Ahead of Connect Conference
Well Fargo upped is bullish expectations for Meta Platforms (META) by boosting its price target to $796 from $640. Marley Kayden talks about the latest AI developments from the Mag 7 company, including Muse, that are catching attention from investors and analysts alike. Charles Moon of Prosper Trading Academy offers an example options trade for Meta.
======== 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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8 min - Higher Earnings Bar Pose Volatility Risk Next Season, Addressing Hidden AI Risks
Liz Ann Sonders offers a glimpse at the macro backdrop and an aggregate "rerating of earnings." She says the earnings surge sets a very high bar for the income earnings season, something that can become a volatility driver in the weeks ahead. Kasey McCurdy discusses how elevated crude oil prices remain "a bit concerning" for U.S. consumers and explains how he is positioning portfolios for expected volatility. Another point of concern Kasey has: hidden pains in the AI trade.
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8 min - KG Breaks Down Crude Oil's Price "Disconnect" & Soybeans Impact in Trump-Xi Summit
The Mag 7 as a cohort is trading at all-time highs, says Kevin Green, who highlights ways the Big Tech rally is giving a much-needed boost to the S&P 500 (SPX). Geopolitical movers continue to pose a significant risk to equities despite the pullback in crude oil prices. KG takes investors through his technical analysis in crude futures and the "disconnect" between these prices and U.S. consumers. He then turns to soybean prices and why they are important to watch during the Trump-Xi summit this week.
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11 min - Mag 7 Reclaims Momentum as Crude Oil Prices Fall; Trump & Jinping Expectations
There's lots of anticipation heading into this market week, with Kevin Hincks touching on the key movers being geopolitical. He discusses the U.S.-Iran war and sliding crude oil prices, along with President Trump's upcoming meeting with China President Xi Jinping. As for the overall stock market, Kevin explains how he sees AI CapEx fears dissipating as the Mag 7 reclaims momentum as stock market leaders.
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8 min - Monday's First Moves: PSKY Nears Settlement, New NBIS & CRWV Bear, HPQ Withholds Guidance
Paramount Skydance (PSKY) is reportedly getting close to clearing a major legal roadblock to merge with Warner Bros. Discovery (WBD). Redburn initiates coverage on Nebius (NBIS) and CoreWeave (CRWV) with a sell rating. HP Inc. (HPQ) will not provide guidance for fiscal 2027. Diane King Hall discusses the biggest movers to start a new trading week.
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7 min - Chart of the Day: FLUT
Flutter (FLUT) recently hit 52-week lows, and a downgrade from Reburn isn't doing bulls any favor to reignite momentum for the stock. Patrick Ciummo of Charles Schwab offers a closer look at the short- and long-term momentum behind shares.
======== Schwab Network ========
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3 min - Options Corner: BE Joining SPX, Strong Technical Trends Power Stock
Bloom Energy (BE) will be one of three companies to join the S&P 500 (SPX) once markets open for Monday's trading day. Rick Ducat points to the stock's strong technical trends and recent moderation backing bullish momentum. He highlights key support and resistance levels to watch before turning to an example options trade for Bloom Energy.
======== 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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5 min
About Schwab Network
From the publisher's feed
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