Schwab Network

What could the future of finance look like? “Crypto Dad” @giancarloMKTS, former CFTC chairman, shares his view on cryptocurrency, decentralization and how the current financial system may evolve. Listen to the full episode of Market Matters with @MarleyKayden wherever you get your podcasts: linktr.ee/schwabnetwork

The midterm elections shifted the outlook across sectors as investors reassessed AI spending, infrastructure returns, regulatory risks and potential data center permitting restrictions. Here are a few things of note from Wednesday’s market action: schwabnetwork.com/articles/c…

.@MarleyKayden and @sam_vadas share their Tuesday market takeaways and what they're watching tomorrow, including earnings from $IREN and $NET. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

$QCOM is moving lower following its Q4 earnings. .@MarleyKayden, @sam_vadas and @AlexCoffeyCS break down the results. “Fiscal 2027 marks the start of our non-handset revenue inflection, including the ramp of our Data Center business. Non-handset revenues are projected to grow by more than 60% year-over-year, and we are reiterating our fiscal 2027 Data Center revenue target of $5B,” President & CEO Cristiano Amon said. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

November 4, 2026 • AI-linked infrastructure and data center stocks came under pressure following the midterm elections • $SPCX struck a multiyear agreement with $QCOM to supply cellular infrastructure hardware and software for Starlink Mobile's planned network • Stifel raised its price target on $AMD to $725 from $700 while keeping a "Buy" rating following strong Q3 results • $MCD's U.S. sales fell less than expected in Q3 as consumers spent more per visit, offsetting a traffic decline • $CVS announced plans to split into two independent, publicly traded companies in the first half of 2028, spinning off its retail pharmacy network into a separate business called CVS Pharmacy

The S&P 500 rallied following the U.S. midterm elections

$AMD results proved the company's turnaround plan is working, according to Kim Forrest. She outlines how the chipmaker's demand picture shows bright spots in all the right places and points to comments from CEO Lisa Su complimenting the earnings report. While a Congressional flip to Democratic control following the midterm elections complicate the timeline for the AI infrastructure, Kim says the amount of businesses using the evolving technology make a compelling argument for Congress to back the buildout. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

What stands out in the options market today? @TomWhite_S breaks down three notable options trades and the Big Moves he sees in $VLO, $GOOGL and $NVDA. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

When it comes to software companies, @ali_mogharabi says he wants to see how effective changes to their business models have been and whether those changes are delivering results. “For example, is the revenue still seat-based, or is it actually based on productivity?” he tells @NPetallides. $APP, $HUBS and $SNAP all report earnings after the closing bell. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

Stocks are moving higher after the midterms, but AI data center names aren’t joining the party. @DianeKingHall walks through the market reaction and why the election results could add volatility to the AI trade. History also paints an interesting picture for what could come next for the S&P 500. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

$SPCX struck a multiyear agreement with $QCOM to supply cellular infrastructure hardware and software for Starlink Mobile's planned network. @TomWhite_S says the company is trying to diversify its business, but it all comes down to the smartphone market. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

3 stocks, 3 charts and 3 example trades. Don Kaufman takes a look at $TLT, $GS and $AAPL, while @RickDucat goes through the technical analysis. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

What’s the latest economic data telling us? @KevinHincksCS breaks down mortgage applications, private-sector employment and more. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

As $AMD pulls back after it posted strong earnings and, @EdButowsky says he has "no idea" why the stock is declining and "should be bought all day long." Christopher Davis isn't as "unabashedly bullish" as Ed, noting that the Democratic flip in Congress signals a slower AI buildout, a key growth driver for AMD. However, Ed still makes the case that existing contracts offer a bullish ramp for the foreseeable future. Christopher argues that the stock's stellar run has been reliant on growth and will wobble at any sign of weakness. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

"It might have been a bit of sell on the rumor, sell in the lead into the election, and buy in the aftermath," @LizAnnSonders says while discussing the post-midterm market rally. She also touches on why diversification should be thought about not just across asset classes, but also from an attribution or thematic perspective. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

GhostCom Analytics CEO Michael McNamara highlights the key takeaways from $MCD earnings and shares his outlook for the company. @TomWhite_S demonstrates an example trade for the stock. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

$AMD’s data center momentum is accelerating, and Stifel is getting even more bullish. @NPetallides highlights what’s fueling the growth and why Stifel sees the stock reaching $725. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…