Schwab Network

ตอน

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  Bull v. Bear: META Muse Tops App Downloads, Faces Strong Competition 22.09.2026 10นาที

  Muse AI is a game changer for Meta Platforms (META), argues Kevin Hincks, pointing to the chart-topping downloads across app stores. The AI agent is what Kevin sees as the fruit to trees planted by Meta's massive CapEx plans. Tom White argues that Muse faces stiff competition from OpenAI and Anthropic among others, adding that the stock is currently trading on an overbought RSI. Both offer their own example options trades for the Mag 7 stock.
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  Ca$htag$: TSLA, GOOGL Robotaxis Present 'Dire' UBER Situation 22.09.2026 10นาที

  As Tesla (TSLA) and Alphabet (GOOGL) hit the gas on robotaxi acceleration, Landon Swan of @LikeFolio shares concerns for Uber Technologies (UBER) and its outlook. His firm's data shows Tesla's robotaxi services cost half as much in the San Francisco Bay area as Uber. That, paired with the user moats both Mag 7 giants built, are factors Landon believes pose strong challenges to Uber's longevity. He explains the "fear selloff" he sees coming for Uber.
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  MSFT Azure Cloud Boasts Impressive AI Growth, Mag 7 Competition Pose Key Risk 22.09.2026 6นาที

  Microsoft (MSFT) "continues to be integral" to AI infrastructure, says Ron Westfall. He believes the Mag 7 company is poised to capture high-margin revenue through its Azure cloud so long as it maintains industry leadership. One risk Ron sees for Microsoft: executing its massive backlog. Evan Feagans isn't entirely convinced of the bull case due to competing hyperscalers like Alphabet (GOOGL), Amazon (AMZN), and Meta Platforms (META) gaining traction. He where Microsoft stands in the greater software sector.
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  Female Mavericks Discuss Women-Led Business Challenges & New Book 22.09.2026 8นาที

  Beth Mazza and Victoria, co-founders of Female Mavericks and authors of "Entrepreneur Like a Mother," talk about the difficulties women-led businesses overcome in a male-dominated space. They talk about how they balance family life while building wealth for themselves and their families, along with offering advice from their book. Beth also offers more insight into the lending imbalance she sees backing female-led companies.
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  The Big 3: CBRS, VLO, TSLA 22.09.2026 14นาที

  With the S&P 500 (SPX) a "stone's throw" away from all-time highs, Charles Moon (@ProsperTradingAcademy) points out trading opportunities covering several sectors. He sees a strong base forming in Cerebras (CBRS) that he expects to lead to a bullish breakout, a "fast in-and-out" entry opportunity in Valero Energy (VLO), and Tesla (TSLA) holding a bullish "level of persistence." Charles offers example options trades for his picks while Rick Ducat highlights key levels to watch in the stock charts.
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  Jim Iuorio's Warnings on AI, Market Breadth & Fed Rate Hiking Cycle 22.09.2026 8นาที

  "The breadth isn't great, but it's been not great for a while," says Jim Iuorio. While AI-tied stocks have recently led markets higher, Jim believes market breadth should improve alongside the tech sector due to initial goals that AI should improve profitability for all corners of Wall Street. He thinks investors should start taking profits at current levels. Jim turns to the Fed's interest rate hike as one that will start a hiking cycle and the warnings signs further hikes indicate to the greater U.S. economy.
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  Mortgage & Interest Rates Hit KBH, Homebuilders & Buyers as Headwinds Linger 22.09.2026 6นาที

  Rising mortgage rates will continue to plague KB Home (KBH) and other homebuilders, says Brad Hunter, who adds that the Fed's interest rate hike won't help bearish sentiment across the sector. He also doesn't see rates coming down meaningfully "any time soon." So what does that mean for prospective home buyers? Brad discusses strategies for home buyers and builders alike to consider with rates expected to remain elevated. Tom White offers an example options trade for KB Home ahead of the company's earnings.
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  PSKY & WBD Merger Gets Green Light Following Antitrust Lawsuit Settlement 22.09.2026 6นาที

  The Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD) merger will seemingly go through after the former company settled its antitrust lawsuit issued by a dozen states. Marley Kayden notes that the settlement comes with some caveats Paramount Skydance must meet for the merger to sustain long-term. Tim Biggam offers an example options trade for Paramount Skydance.
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  AI Data Centers Become Key Midterm Election Topic; China's Tech Disconnect 22.09.2026 7นาที

  Mike Townsend of @CharlesSchwab offers his insight into the UN General Assembly and the importance it holds for investors and the upcoming midterm elections. One hot topic for the elections: AI data center regulation and the environmental impacts on communities. Sticking with international headlines, Michelle Gibley has her sights set on the summit between President Trump and China President Xi Jinping. She weighs why there's a disconnect forming in China's tech earnings and its economy.
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  SPX Nears All-Time High, Diesel Sees Key Support as UN General Assembly Begins 22.09.2026 10นาที

  Alphabet (GOOGL) is taking the reins early into Tuesday's trading session as the Mag 7 continues to lead S&P 500 (SPX) momentum. Kevin Green highlights key levels he's watching in the index as the options market shows an uptick in call activity. In the commodity space, KG notes that diesel futures are nearing a key support level as MACD turns bearish. Also keep an eye on the agriculture and housing spaces as the UN General Assembly meets in New York City.
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  Blancato: Interest Rate Hike 'Irrelevant' in Current Market Environment 22.09.2026 6นาที

  Philip Blancato says a 25-bps interest rate hike does nothing to help fend off the rising inflation tide driven by energy prices. He believes the hike was made to push back rate cuts made under former Fed Chair Jerome Powell's tenure. Additionally, Philip says the rate hike will hurt the "wrong people" who are already feeling the pinch of inflation.
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  ChargePoint (CHPT) CFO on EV Future in Robotaxi Age, Earnings Outperformance 22.09.2026 6นาที

  Mansi Khetani, CFO of ChargePoint (CHPT), says the EV-based company "outperformed on all fronts" when discussing earnings. "People are buying EVs," she says, explaining that lower initial costs for these vehicles are winning over consumers as gas-based cars, and gasoline prices as a whole, climb. Mansi then explains how the rise of autonomous vehicles from companies like Tesla (TSLA) and Alphabet (GOOGL) shapes the future of ChargePoint.
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  50,000 NDX by 2030: Tyler Herriage's Bull Case in AI, Small Caps & Interest Rates 22.09.2026 5นาที

  Tyler Herriage says his thesis on the bull market has not changed and argues he would "raise our price targets" from here." He says the Nasdaq-100 (NDX) will hit 50,000 by 2030. His argument lies in AI and small caps playing a large part in that rally. Tyler adds that an interest rate hike and the U.S.-Iran war won't damper his bull case, as he believes both will cool down within the next year.
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  Tuesday's First Moves: EAT Upgrade, ONON Revenue Guidance, AZO Earnings 22.09.2026 5นาที

  Brinker (EAT) shows that its Chili's turnaround story is working, according to Northcoast Research. Diane King Hall explains why the company's flagship name is worthy of a stock upgrade. On Holding (ONON) rallied at the opening bell after saying it expects to see high-teens revenue growth through 2029. Diane adds that AutoZone (AZO) got a post-earnings boost Tuesday morning.
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  Crypto Winter Over? Bitcoin's $85K Level Critical to Strong End of 2026 22.09.2026 7นาที

  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.
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  Slide in Crude Oil, Yields "Extremely Attractive" for Stocks, Mag 7 Lead Momentum 22.09.2026 6นาที

  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.
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  Options Corner: KBH Just Above 52-Week Low Floor into Earnings 22.09.2026 3นาที

  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.
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  Investing in AI 'Check Writers' v. 'Check Cashers,' How Crypto Changed Habits 22.09.2026 6นาที

  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.
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  Crypto Winter Over? Bitcoin's $85K Level Critical to Strong End of 2026 22.09.2026 7นาที

  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.
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  Chart of the Day: EAT 22.09.2026 3นาที

  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.