Rachel Ziemba warns oil holding near triple digits could mask deeper geopolitical risks and fuel inflation. She highlights growing stagflation concerns, especially in Asia, as input costs rise. Ziemba adds that supply strain and second-order effects could pressure global growth and data center investment.

Rachel Ziemba on Oil Risks and Stagflation Threat

EVP and CFO of Bread Financial Holdings (BFH), Perry Beberman, says the company is strengthening its model with disciplined credit and diversified partnerships. He highlights AI-driven marketing and risk management, along with strong brand ties. Beberman adds that inflation and consumer pressure remain key risks.

Bread Financial Holdings CFO on AI, Growth, Credit, and Consumer Trends

Yelena Maleyev and Brian Jacobsen say the housing market remains stalled as affordability and rising mortgage rates keep buyers sidelined. They highlight weak permits, builder pessimism, and limited relief despite incentives. The pair say the market needs rate stability and supply shifts to improve.

Housing Recovery Delayed as Affordability Worsens

Brennan Ebrz, CEO and found of the generative AI company, Flik, says AI companies are ultimately selling intelligence, with startups and tech firms leading adoption as AI becomes part of everyday workflows. He highlights his company's 50,000 person waitlist as another sign of surging demand. Brennan adds that the AI boom is positive for productivity and growth, not just job replacement.

Flik CEO on AI's Next Big Shift: Impact to Startups & Productivity

Marten Lodewijks says alcohol consumption is declining as economic pressure and moderation trends reshape demand. He highlights strong growth in ready-to-drink and emerging non-alcoholic segments. Lodewijks adds that the industry is shifting toward convenience, pricing, and changing consumer preferences.

Changing Tastes Reshape Alcohol Market Dynamics

Thierry Wizman warns the bond market is flashing stress as 30-year yields hit multi-year highs. He says rising inflation expectations are forcing a rethink of the Fed’s easing stance. Wizman argues the Fed must act quickly to maintain credibility and avoid further market disruption.

Thierry Wizman: Fed Must Act to Avoid Market Disruption

Nate Peterson talks about the mean reversion occurring in AI hardware and software. He talks about the technical set-up working in favor of software as AI chip stocks take a beating ahead of Nvidia's (NVDA) earnings. Nate later offers insight into small caps and yields as U.S.-Iran uncertainty persists in equities and bonds alike.

Hardware's Pain is Software's Gain, Analyzing Small Cap & Yield Activity

Jason Bottenfield says U.S. markets remain resilient despite geopolitical tensions and rising rates. He highlights buying opportunities in AI infrastructure beyond Nvidia (NVDA). Bottenfield also favors rotating into U.S. and small-cap stocks over international exposure.

Jason Bottenfield on Market Resilience, NVDA, and U.S. Rotation

Some of the companies that sent the stock market to record highs need a second glance, says Kevin Mahn. He only has Nvidia (NVDA) and Alphabet (GOOGL) in what he's calling the "AIR 7," or "AI revolution-related" stocks. Some other names Kevin has in the group: TSMC (TSM), Micron (MU), and Vertiv (VRT). He also previews Nvidia's (NVDA) earnings as the Mag 7 giant readies to report Wednesday.

Why Kevin Mahn Created 'AIR 7:' NVDA, GOOGL, MU & TSM Included

"We're potentially running out of steam" in market momentum, says Erin Gibbs, pointing to the stunning rally in stocks as reason for equities to take a pause. Nvidia's (NVDA) earnings will also be an indicator for what's to come. Erin says any weakness in the report can lead to more substantial selling action. She then outlines her top stock picks she believes investors aren't giving enough attention.

Gibbs: Stock Market 'Running Out of Steam,' NVDA Earnings Next Catalyst

Henry Chin says U.S. commercial real estate is shifting toward a recovery driven by rental growth, not cap rate compression. He highlights strength in retail and industrial, with CBRE Group Inc. (CBRE) seeing demand fueled by migration and onshoring trends. Chin adds that higher rates persist, but fundamentals and population shifts will drive returns.

Henry Chin: Commercial Real Estate Recovery Hinges on Demand and Migration

Dr. Forbes Riley, author of "Pitch Secrets A to Z," walks investors through the world of pitching and lessons aspiring business owners can learn in a culture she sees craving more "humanity." She explains how CEOs can gather value for their businesses through building credibility by "keeping up with the times."

Dr. Forbes Riley on CEO Pitching Secrets & Building 'Humanity' in Brands

On our first episode of Market Matters, Andrew Chanin, co-founder and CEO of ProcureAM and the portfolio manager of the UFO ETF, breaks down the growing excitement around the space economy. He discusses what a potential SpaceX IPO means for the larger market, investable areas of the space economy, and what’s at stake in the modern space race between the U.S. and China. Andrew also touches on the potential for data centers in space and the challenges in building out space infrastructure.

Market Matters: Investing in Space Economy Ahead of SpaceX IPO

Kyle Reidhead discusses the coming wave of AI IPOs from companies like OpenAI, Anthropic, and SpaceX. He also highlights the growing push toward tokenized assets as institutional interest expands beyond Bitcoin. Reed says focus is shifting to real-world applications built on platforms like Ethereum and Solana.

AI IPO Boom Incoming: OpenAI, Anthropic, SpaceX in Focus

Two major tailwinds to the market have been a disinflationary trend and an interest rate cutting cycle, says Tony Welch. He says both are turning into new headwinds. Tony doesn't see a bear market in the cards but expects a ramp in volatility, as he offers advice for investors concerned for their portfolios. One suggestion he shares: look for companies becoming the new "AI users" as the trend turns away from "AI enablers."

Welch: Tailwinds Turn to Headwinds as Tech Moves from 'AI Enablers' to 'AI Users'

Justin Bergner says AI-driven earnings gains are masking weak free cash flow as volumes thin. He highlights opportunities in Alphabet (GOOGL) and Amazon (AMZN), which are competing with traditional defensives. Bergner also sees upside in Merck (MRK) and Belden (BDC) despite near-term concerns.

Justin Bergner Picks GOOGL & AMZN as AI Optimism Meets Reality

A global bond sell-off will lead to headwinds for international stocks, says Charles Schwab's Michelle Gibley. She explains how the U.S.-Iran War and the resulting inflation woes continue to serve as the key headwind to growth. Michelle later analyzes economic data out of China and the weaknesses it shows through the region.

Iran's Macro Wild Card: Global Stocks See Headwinds Amid Sticky Inflation

Lucas Downey with MoneyFlows offers insight on what he considers the top three data center stocks to watch ahead of Nvidia's (NVDA) earnings. He labels Broadcom (AVGO) and AMD Inc. (AMD) as strong long-term holds when examining recent earnings. Lucas names Corning (GLW) as a winner in the optics space.

Lucas Downey's Top 3 Stocks Tied to Data Centers: AVGO, AMD, GLW

Nathan Moser says he's seeing signs to be a bit more cautious of markets despite having a long-term bullish view. He believes the U.S.-Iran War needs to come to a swift end to avoid a stick shock effect from rising oil prices. For now, Nathan urges investors take a more defensive position following tech's parabolic rise. He likes small caps, Rivian (RIVN), and SI-BONE (SIBN) as long-term plays.

Moser: Stay Defensive After Big Tech Rally, Likes Small Caps & RIVN Long-Term

Intel (INTC) is trying to reinvent itself as a major player in AI infrastructure, foundry services, and advanced chip manufacturing. In this week's Tech Corner, George Tsilis breaks down the company's latest earnings, growing momentum in its data center and AI business, and why its 18A process technology is drawing attention from major companies like Apple. George also examines the key risks facing Intel’s turnaround, including foundry execution. It also sees competition from Nvidia (NVDA), AMD Inc. (AMD), and TSMC (TSM), all while balancing valuation concerns.

Tech Corner: INTC Rallies on AI Turnaround, Valuation in Question

Founder-led companies often outperform the broader market. Michael Monaghan points to the Founders 100 ETF (FFF), which includes names like Nvidia (NVDA), Meta Platforms (META), and Salesforce (CRM). He highlights Palantir (PLTR) as institutional interest grows, and sees Oracle (ORCL) gaining traction in cloud. Strong leadership remains a key advantage in volatile markets.

Michael Monaghan Breaks Down Founders 100 ETF and Key Names

The labor market is stabilizing, but slower hiring and lower turnover are making it harder for entry-level workers to find jobs. Nicole Bachaud says employers are focused on experienced talent, while fewer openings limit opportunities for new graduates. Gaining hands-on experience remains key in a more competitive job market.

Hiring Shift Leaves Entry-Level Workers Behind

When it comes to the Clarity Act, Zaheer Ebtikar sees it as a critical stepping stone to U.S. and even worldwide adoption of crypto. He outlines the macro impacts he sees on a global scale. Joseph Chalom says the bill will face headwinds regarding ethics language but ultimately sees the legislation getting passed. He adds that it won't just be bullish for Bitcoin, but Ethereum too, saying it will "re-empower" the entire crypto industry.

Clarity Act's Path to 'Re-Empowering' Financial Space & Crypto Industry

Marley Kayden breaks down why Arista Networks (ANET) is down 15% this month and why Raymond James still upgraded the stock to outperform. The firm says AI growth trends and demand from Meta Platforms (META) and Microsoft (MSFT) are driving the story. Dan Deming walks us through an example options trade.

Analyst Upgrades ANET, Points to AI Demand, META & MSFT in Bull Case

Markets are pausing after recent gains. Raj Patel says AI enthusiasm is helping offset geopolitical and inflation concerns. Treasury yields above 4.5% could pressure valuations, but strong earnings and opportunities in small caps and global markets support staying invested.

Markets Pause as AI Momentum Offsets Rising Yield Pressure

The S&amp;P 500 (SPX) is near highs, but weak market breadth points to a fragile rally. Russell Hackmann warns that strength is concentrated in names like Nvidia (NVDA), while rising yields and sticky inflation add pressure. Disappointing China trade developments and elevated valuations also raise the risk of a potential pullback.

Russell Hackmann on Fragile Rally, NVDA Strength & China Summit Disappointment

Tucker Perkins believes Iran is at a tipping point for its oil production and storage, leading him to believe a conclusion to the conflict is on the horizon. He outlines what it means for current crude oil prices and the direction he sees them moving in the weeks ahead. Tucker also tackles natural gas and propane demand, explaining how it helps insulate the U.S. from future energy volatility.

Energy Trade at 'Tipping Point?' Tucker Perkins Talks Crude Oil & U.S. Stability

Laura Ullrich, director of economic research at Indeed, talks about the fragility she sees in the labor market. As Laura explains, it's not just tech seeing weakness in growth and stability. She talks to investors about ways to navigate the "very tough time" for job seekers.

Indeed Research Shows Labor Weakness Beyond Tech

Serve Robotics (SERV) CEO Ali Kashani discusses the company's 578% year-over-year revenue growth and why the focus is shifting from expansion to improving monetization per robot. He says AI robot capabilities will improve over time, with hospitals and healthcare emerging as major long-term opportunities.

Serve Robotics (SERV) CEO on Y/Y Revenue Surge & Future of AI Robots

Adam Lynch breaks down the latest Bitcoin and crypto ETF flow trends. Despite recent outflows, he says overall ETF inflows remain positive for the crypto market. Adam also talks about the latest legislative traction the crypto space has made on Capitol Hill.

Bitcoin & Crypto ETF Flows: What Investors Need to Watch

Morning Movers

Opening Bell With Nicole Petallides

Morning Trade Live

Trading 360

Fast Market

Next Gen Investing

The Watch List

Market On Close

Market Overtime

Inside the Mind of a Trader

Your First Trade

The Wrap

Liz Ann Live

Schwab 2026 Outlook

Market Matters with Marley Kayden

Market Matters with Marley Kayden is a weekly digital video podcast featuring in-depth conversations on the forces shaping today’s markets.&nbsp;Each episode centers on a single high-impact theme and an expert guest offering both timely insight and long-term perspectives.

Don’t miss the go-to resource for pre-market action from the floorof the New York Stock Exchange. Join Diane King Hall for breaking economic news, expert analysis, technical insights, and real-timetrading strategies.

“Opening Bell with Nicole Petallides" is Schwab Network’s flagship new morning show—broadcast live from the floor of the New York Stock Exchange—and built from the ground up to serve the active trader, the tactical investor, and the market-curious viewer who wants more than just headlines.

Sam Vadas takes traders beyond the headlines with a sharp focus on the macro drivers, sector rotations, and global forces shaping the day’s market action. From breaking down U.S. and international economic data to analyzing sector performance and cross-asset moves, Morning Trade Live delivers the context traders need to understand the “why” behind early trading activity.

After the dust settles from the opening bell, Trading 360 with Marley Kayden features Wall Street’s best traders, analysts and technicians to break down sectors and stocks moving markets. Trading 360 focuses on disruptive companies and new technologies driving market headlines while providing investors a 360-degree actionable approach to trading.

Host Diane King Hall teams up with veteran traders Tom White and Kevin Hincks to break down live market moves and deliver practical trade ideas in real time. From options strategies and volatility plays to earnings reactions, they bring in market specialists, analysts, and guests to give active traders the setups and strategies to help inform their portfolio.

The future of trading is here on Next Gen Investing. Alex Coffey and Jenny Horne take viewers through the markets from a unique perspective to help new investors pursue their financial goals. Next Gen Investing will explore various trading strategies while highlighting trending names and under the radar stocks in the market, while walking investors through real-time example trades.

The Watch List with Nicole Petallides offers investors a midday look at the most relevant stocks, sectors and commodities. Petallides hosts a panel of experts ranging from industry-leading CEOs, analysts and Wall Street influencers to discuss pressing topics moving the market in real-time. The Watch List provides viewers with a midpoint status update for the end of the trading day and beyond.

Market on Close is Schwab Network’s signature end-of-day show—live from Wall Street and Chicago—where market intel meets real-time momentum. With Sam Vadas at the NYSE and Marley Kayden anchoring from Chicago HQ, we connect the dots between traders, catalysts, and tomorrow’s opening bell.&nbsp;

Market Overtime takes a break from the day-to-day news cycle and explores global financial trends with veteran investors and leading market minds. The show is a conversation looking at what is driving headlines globally, and what these trends mean for markets, the economy, and your financial future. Tune in to Market Overtime to get a new perspective on investing.

Ever wonder what&nbsp;really&nbsp;makes a trader tick? Watch as a renowned neuroscientist takes you inside the minds of some of the most brilliant traders so you can discover ways you might apply their thinking to your own strategies. Presented by our broker-dealer affiliate, Charles Schwab &amp; Co., Inc., member SIPC, a subsidiary of The Charles Schwab Corporation,&nbsp;Inside the Mind of a Trader&nbsp;uses a mixture of questions and experiments to explore the mindset of three seasoned traders.Episodes premiere weekly starting Tuesday, September 3, 2024.

Instead of sitting on the sidelines, take control of your financial future by watching Your First Trade. Host Ben Watson, Sr. Manager, Education Coach&nbsp;takes you on an educational journey where you can discover fundamental trading concepts and how to navigate the thinkorswim platform from Charles Schwab &amp; Co., Inc, member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. Your First Trade program content is presented by Charles Schwab &amp; Co., Inc. a broker/dealer, for educational purposes only.

     

The Wrap is a nightly recap show, delivering the day’s top market headlines and most insightful interviews from Schwab Network's daily market coverage. Airing daily at 7pm ET, it highlights key takeaways from the trading session, expert analysis, and actionable ideas from the network’s best conversations—giving investors a concise, informative look at what moved the markets and what to watch next.

Schwab's Chief Investment Strategist, Liz Ann Sonders, brings her market insights and economic analysis to Schwab Coaching! Liz Ann Sonders and host Joe Mazzola will discuss her Market Commentary column and update you on the latest economic data and indicators that could impact the investing landscape. Join us and don't hesitate to ask your questions during this live, interactive segment.

Join Schwab’s panel of experts on&nbsp;December&nbsp;11th for 2026 Market Outlook — your guide to the forces shaping stocks, global markets, inflation, rates, and more.&nbsp;Hear from experts on where the markets may be heading, spot opportunities, and see what could drive your portfolio next year.Tune in on&nbsp;Thursday,&nbsp;December&nbsp;11th&nbsp;at 7pm Eastern on Schwab Network.