Schwab Network

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  EL CIERRE — 25 DE SEPTIEMBRE 25.09.2026 3min

  Agustín Escobar te lleva a través de los titulares del mercado de esta semana.
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  Friday's Final Takeaways: China Stocks Fall After Trump-Xi Summit, Japanese Yen Adds Strength 25.09.2026 2min

  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. 
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  Younger Generations Lead Consumer Sentiment Shift, 'Given Up' on Institutions 25.09.2026 8min

  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.
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  How Core PCE, Iran Developments Will Shift Fed's Interest Rate Narrative 25.09.2026 7min

  The Fed's interest rate hike will creating lingering pressures for small caps, says Brian Jacobsen, who takes a look into how a bifurcation in the U.S. economy trickles down into lower market cap names. He previews how next week's critical economic data in core PCE, GDP, and other large prints have potential to shift the Fed's course on rates. Any developments on a peace agreement between the U.S. and Iran, or a strategy on reopening the Strait of Hormuz, is something Brian expects to force the Fed to push back another rate hike.
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  AI Demand Powers SNDK Rally, Memory Cyclicality Poses Key Risk 25.09.2026 9min

  This week's Tech Corner focuses on SanDisk (SNDK), one of the flagship names leading the AI memory trade. George Tsilis discusses the stunning strength in financials and pricing power driven by the AI buildout and supply constraints. However, those same constraints can become a headwind down the road, with George pointing out the double-edged sword of cyclicality as a concern. He then takes investors through key levels and technical trends to keep in mind when analyzing SanDisk's stock chart.
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  Stocks to Watch: SPX, PANW, CMG 25.09.2026 5min

  Brett Crowther of Charles Schwab says the S&P 500 (SPX) recently broke out of a bull flag pattern but not enough to break out to new record highs. He highlights key technical indicators he sees as essential for bulls to reach the new milestone. In Palo Alto Networks (PANW), Brett shows how a slowdown in RSI is keeping the stock in a wide but consistent trading pattern. He adds that appetite for Chipotle (CMG) has waned in the last couple weeks.
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  GIS Earnings 'Better but Not Good Yet' as Macro Backdrop Plagues U.S. Consumers 25.09.2026 8min

  The consumer backdrop is likely to get worse before it gets better, according to Kristoffer Inton, which he says will add pressure to General Mills (GIS). The company moved lower toward 52-week lows after earnings. Kristoffer says the company is number one or two in many of the brands it sells, it's primarily the macro factors plaguing consumers he sees as headwinds. Andrew Wang considers the earnings report "better, but not good yet." He talks about the green shoots he sees on the company's balance sheet but warns of caution with other key metrics. General Mills' dividend is something Andrew sees as a trap for investors.
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  EMQQ Global Founder on AI Opportunities in China & ETFs Adding Exposure 25.09.2026 5min

  Kevin Carter of EMQQ Global says there weren't many substantial takeaways to take away from President Trump and China President Xi Jinping's meeting this week. That said, he still sees opportunity in Chinese stocks as the country expands its own AI infrastructure capabilities. Kevin outlines EMQQ's China AI ETF (AICH) and China AI Tigers LLM ETF (TGRZ) as examples into how the firm is increasing portfolio exposure overseas.
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  Ca$htag$: ONON Running Past NKE, ADDYY in Demand; Mbappé Signing Adds to Bull Case 25.09.2026 8min

  On Holding (ONON) is leading its biggest rivals in consumer demand, including Adidas (ADDYY) and Nike (NKE), according to LikeFolio's data. Andy Swan explains how the company's latest initiatives, including signing Kylian Mbappé, offers long-term growth potential that give On a chance to become the next "cult-like brand." LikeFolio's data shows how a buy opportunity for the stock is opening as the gap between price and demand widens.
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  A 'Window' Into the K-Shaped Economy: Consumer Concerns COST Earnings Show 25.09.2026 5min

  Costco (COST) moved higher on Friday following an earnings beat that signaled resiliency amid greater economic uncertainty. However, as Mel Casey notes, membership numbers are what matter the most to analysts to gauge guidance. A slowdown in new memberships initially sent shares to the downside, leading Mel to highlight the importance of a widening K-shaped economy. Jharonne Martis explains how Costco's report gives us a chance to look through a "fascinating window" into the state of U.S. consumer minds.
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  Disconnect on 'What Consumers Say and What They Do' Has Long History 25.09.2026 5min

  Sarah Henry discusses the "really interesting gap" between "what consumers say and what they do." As she explains, the disconnect comes from waning sentiment amid still strong spending, even if that spending becomes pickier. Sarah makes the case that the trend isn't a new one as she takes investors through data since 2019. McDonald's (MCD) value pivot is one Sarah focuses on more, explaining how the company serves as a barometer to U.S. consumers even as its stock hits 4-year lows.
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  The Big 3: AMD, USDE, META 25.09.2026 17min

  The stock market has become "one-dimensional," argues Tim Bohen (@stockstotrade), pointing to the AI trade single-handedly pulling the S&P 500 (SPX) and Nasdaq-100 (NDX) toward record highs. That said, he sees several trading opportunities in the tech sector. Tim believes AMD Inc. (AMD) will benefit from parabolic AI compute demand, sees StablecoinX (USDE) as an aggressive play on Bitcoin's rally, and expects Meta Platforms (META) to benefit strongly with Muse AI. Rick Ducat offers technical analysis in all three stock charts to add color to Tim Bohen's bullish outlook.
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  Eddie Ghabour "Cautiously Optimistic" for MU Earnings, Why He's Deploying Cash in Market 25.09.2026 7min

  Eddie Ghabour of Key Advisors Wealth says his firm has deployed "a lot of cash" since the Fed's interest rate hike last week. He sees bullish opportunities ahead, noting a surge in volume from last Friday's trading session as a signal bulls are taking back the wheel on Wall Street. Eddie expresses why he's "cautiously optimistic" into Micron (MU) earnings next week as bearish sentiment lingers around the AI memory trade. As for general market moves, Eddie says we're "one headline away" from oil plunging back to $60, urging caution in macro risks when managing your portfolio.
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  What Gives AMZN "Most Interesting" Stock Set Up of Mag 7 Since All-Time High Plunge 25.09.2026 8min

  While most of the Mag 7 have recently reestablished leadership in the stock market, Amazon (AMZN) has lagged in recent weeks since hitting all-time highs in early August. Kai Wu says the stock has the "most interesting set-up" of the group. He says the fundamentals for the ecommerce giant remain strong, it's the AI CapEx that Kai believes ignites investor concerns. He makes the case that Amazon's "very tangible" investments into data centers keeps the company toe-to-toe with competitors like Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (META), and even SpaceX (SPCX). George Tsilis offers an example options trade for Amazon.
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  Two More Interest Rate Hikes 'Very Likely' for 2026, Earnings Boost Investor Confidence 25.09.2026 6min

  Collin Martin (@CharlesSchwab) sees one more interest rate hike from the Fed with a second "very likely" before the end of 2026. He outlines his case for further hikes and offers a closer look into the "junk bond" market, which has seen more interest during the AI buildout. Alexandra Semenova makes the case the rate hiking cycle will be a shallow one but expresses concerns for waning market breadth. She also discusses the 10-year Treasury yield hitting 5% after rising for seven consecutive months. That said, strong earnings and economic growth don't flash warning signals yet.
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  AKAM & Anthropic Ink $11.6B, 7-Year AI Deal: What it Signals to Tech Trade 25.09.2026 6min

  A new seven-year deal between Anthropic and Akamai (AKAM) sent shares for the latter higher on Friday's session thanks to the deal's $11.6 billion price tag. Marley Kayden offers more details on the agreement and why it's a big deal for the greater AI trade. Dan Deming offers an example options trade for Akamai.
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  Earnings Wane Investor Fears Amid Treasury Yield Spikes, Warns of Further Rate Hikes 25.09.2026 6min

  Earnings expanding at a "historic rate" is what Ahmed Reisgo points to as the key driver to lasting market momentum even as Treasury yields spike. He also brushes back concerns that the U.S. economy is "overheating" despite the earnings uptick. On the Fed, Ahmed makes the case that the committee will make a "mistake" to hike interest rates as much as markets are pricing in. "Not all parts of the economy are on stable footing," says Ahmed, points out ways that a rate hike will undercut the components currently working.
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  KG on Crude & Deisel's Price Action, Consumer Sentiment Dip & Durable Goods Orders 25.09.2026 7min

  September's consumer sentiment report was better than expected but still fell from August. Kevin Green notes that the figures dragged down the major indexes and explains why the report is so significant to investors. He also talks about the flat durable goods orders print that underwhelmed investors ahead of Friday's opening bell. As for crude oil, KG points to the latest headlines leading to a small dip in prices, though his focus lies primarily in diesel and a potential rollover for that commodity.
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  Friday's First Moves: AMD Price Target Hike, TWLO & NKE Downgrades 25.09.2026 6min

  Akamai (AKAM) and Anthropic's $11.6 billion deal is something BofA expects to benefit AMD Inc. (AMD). Daine King Hall talks about the firm's price target hike from the analyst on expectations of strengthening CPU demand. On the downside, she notes HSBC's downgrade on Twilio (TWLO) and BofA's downgrade on Nike (NKE).
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  Current Yields 'Normal,' Narrowness of Market Rally Not Concerning Yet 25.09.2026 8min

  Art Hogan says the 10-year Treasury yield being above 5%, paired with elevated moves in other long-term yields, are "normal," it's just that "we're not use to it." He weighs how strength in the U.S. economy pushes his concerns back. Art adds that the narrowness of the tech and energy-led rally isn't concerning to him either, so long as the economy flexes strength. On the Fed, he believes the inflation ramp will eventually subside and let Kevin Warsh and company to focus on establishing its neutral interest rate target.