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What We Can Learn About September and October Jobs Data
Shelly Antoniewicz spotlights the economy and consumer, saying the government could probably easily release the September jobs data, but October might be trickier. “The employment picture data is goi…
Published on 16 hours ago
Fed Rate Cut Odds Drop: What are They Watching?
“Volatility has been the name of the game all year,” says Ted Thatcher. He looks at the macro picture through the lens of the consumer and what upcoming economic data reports could show about unemplo…
Published on 16 hours ago
The Big 3: TSLA, NVDA, PLTR
Tim Bohen doubles down on his A.I. thesis and discredits Michael Burry's shorts against Nvidia (NVDA) and Palantir (PLTR). He explains why both stocks are still poised to be big winners in the A.I. r…
Published on 16 hours ago
BABA's Cloud, XPEV Going "Full Tesla" & State of China's Tech Trade
Brendan Ahern takes investors through China's tech trade. He believes Chinese stocks can see upside amid signals of the country's economy stabilizing. He sees policy changes helping Alibaba's (BABA) …
Published on 17 hours ago
NVDA Gets More Bullish Momentum Before Earnings
Despite the big tech sell-off, Morgan Stanley, Oppenheimer, and Wells Fargo all gave praise to Nvidia (NVDA) through a slew of price target hikes on bullish growth expectations. Marley Kayden takes i…
Published on 18 hours ago
From Near-Certainty to "No Consensus:" FOMC's December Rate Cut Potential
Today's Charles Schwab Big Picture turns to the potential for the Fed to cut interest rates in December. Collin Martin attributes the significant probability cut to the government shutdown and the la…
Published on 18 hours ago
Shvets: This Earnings Season ‘Best in Decades’; Years from AI Bubble Pop
Viktor Shvets says this earnings season is the “best in decades” in terms of growth. However, he thinks the market is becoming “a little bit nervous,” particularly around AI bubble worries. He argues…
Published on 18 hours ago
Breadth Breaks in Mag 7 Rotation, Trade Optimism & Gold Loses Luster
Kevin Green has his eye on a rotation back in the Mag 7. Market breadth weakened but some mega caps like Nvidia (NVDA) and Microsoft (MSFT) briefly tapped positive territory in the first hour of Frid…
Published on 18 hours ago
What is the Best-Case Scenario for 2026 Markets?
Mike Mussio covers the macro picture and thinks it’s “risk-off” right now. He says this shouldn’t be alarming to long-term investors but might be to speculative investors. Mike lays out the best case…
Published on 19 hours ago
NVDA Price Target Hikes, STUB Shows No Guidance, MRK Buying CDTX
Nvidia (NVDA) got bullish momentum from Wells Fargo and Morgan Stanley ahead of next week's earnings. Diane King Hall talks about what analysts expect from Nvidia's long-term prospects. StubHub (STUB…
Published on 19 hours ago