U.S. Economist Alex Pelle says that, regardless of CPI or PPI, “inflation is too high.” He sees persistent inflation despite an expanding economy and expects the Fed to raise interest rates at least two more times, with the next hike likely around 25 basis points. Pelle calls the Fed’s decision to hold rates in September a “small mistake,” citing hot inflation data. He describes inflation as “intense” and reiterates that he doesn’t expect the Fed to increase rates steadily into 2027.

Pelle: Fed Made 'Small Mistake' in Holding Interest Rates

Jay Aldebert examines the fallout from Microsoft’s (MSFT) outage, including disruptions to productivity, invoicing, payroll and cash flow for small and midsize businesses. He compares the incident with previous AWS and CrowdStrike (CRWD) outages and discusses why businesses may reconsider their reliance on a single provider and look for stronger backup solutions.

What Microsoft Can Learn From CrowdStrike’s Outage

Adam Schenck of Milliman Financial Risk Management explains how the firm's MHIG and MHIP ETFs are designed to help investors keep pace with rising health care costs. He breaks down how the strategies use health care equities alongside Treasuries and gold to manage volatility, with MHIP taking more risk to target returns above the rate of health care cost inflation.

MHIG & MHIP: How Milliman Uses Health Care ETFs to Fend Off Rising Costs

Adam Coons breaks down the AI trade, seeing value in Cisco (CSCO) after its post-earnings pullback while urging caution around Nvidia (NVDA) amid heightened headline risk. He discusses a potential short-term opening for AMD Inc. (AMD), Microsoft’s (MSFT) valuation following its outage, and why investors may want to play more defense as stretched valuations and AI volatility leave less room for error.

CSCO Value Post-Earnings & NVDA Lingering Headline Risk

Michael Marrale, CEO of M Science, discusses how AI is changing investment research and giving retail investors greater access to sophisticated analytical tools. He explains why proprietary data still gives institutional investors an edge and argues human judgment and differentiated insights remain critical to generating alpha.

AI Can Find Consensus, Can It Generate Alpha?

Michael McNamara, CEO of GohostCom Analytics, breaks down Kraft Heinz (KHC) and its multiyear turnaround as the company refreshes iconic brands to appeal to health-conscious consumers. He also discusses Walmart (WMT) as a potential catalyst and the broader rotation into consumer staples. Tom White demonstrates an example trade using the Consumer Staples Select Sector SPDR Fund (XLP) with a covered call strategy using the December 94-strike call.

KHC's Turnaround: A 'Show Me' Stock That Pays to Wait

Ahmed Riesgo says recent market volatility has caused significant technical damage even as fundamentals remain strong. He discusses Nvidia (NVDA), Anthropic and the outlook for the AI trade. He argues the market may be pricing in too many Fed hikes, and sees opportunities in long-duration Treasuries, small caps, consumer discretionary stocks, South Korea and Japan.

Ahmed Riesgo on NVDA, Anthropic's Roles in Resetting the AI Trade

Jason England discusses persistent inflation, expectations for another 25-basis-point Fed hike and the outlook for Treasury yields. He also explains how higher rates are creating opportunities in fixed income, including money markets and agency mortgage-backed securities, as credit spreads widen and the tech trade faces pressure.

Inflation, Fed Hikes & the Fixed-Income Opportunity

Markets react positively to latest inflation data after a cooler-than-expected PPI report. Sara Brickner highlights the report and acknowledges inflation remains persistent. On AI, Sara Brickner calls this a "crossroads" for the industry as Nvidia (NVDA) searches for a new CEO following Jensen Huang's resignation. She analyzes several stock picks including Eli Lilly's (LLY) grip on the GLP-1 industry, Amazon's (AMZN) strong growth rate, and Visa's (V) strength coming into holiday season.

Brickner: PPI Mostly Cool, AI at 'Crossroads' Amid NVDA CEO Search

There’s a “tremendous” amount of bad news priced into Nvidia (NVDA), says Tally Leger, who believes the fallout could have long-term implications for the AI giant. Tally weighs in on the CEO search following Jensen Huang's departure and the potential advantage it could provide competitors such as Broadcom (AVGO) and AMD Inc. (AMD). He also assesses the semiconductor space more broadly, describing the situation as an “Armageddon-level moment" for the industry that could remain priced in for the foreseeable future.

Tally Leger Sees 'Armageddon' Moment for AI Chips Amid NVDA CEO Shakeup

Don Schreiber Jr., co-CEO and CIO of WBI, breaks down the three pillars of dividend investing—income, dividend growth that outpaces inflation, and the compounding power of reinvested cash flow. He highlights free cash flow as the key quality metric for selecting dividend payers, recommends the WBI High Dividend Yielding ETF (WBIY) for diversification, and warns that today's concentration in AI stocks like Nvidia (NVDA) echoes the internet bubble of 2000–2002.

WBI CEO Warns the AI Concentration Trap Echoes the Dot Com Bust

A hotter-than-expected October CPI pulled cryptocurrencies like Bitcoin and Ethereum in a bearish stance, says Adam Lynch of Charles Schwab. He's waiting for broader crypto markets to regain key support levels after taking a beating after midterm elections before a true bullish turnaround can take shape. Adam adds that slowing momentum in the AI buildout could negatively impact the crypto market.

How Slowing AI Buildout Brings Crypto Momentum Down With It

Ben Rose speculates Tesla (TSLA) has been oversold in recent months and shares his thoughts the possibility of a merger with SpaceX (SPCX). Ben says it's "sad" to see the discontinuation of the Cybertruck, but with limited retail demand he understands the importance of redirecting efforts to Cybercab as the autonomous driving race accelerates. Tom White offers an example options trade for Tesla to take advantage a tentative price stabilization or pullback.

Ben Rose Weighs TSLA Cybercab Pivot, SPCX Prospects in Final Frontier

Robert Arnott discusses the sell-off in Nvidia (NVDA) and argues that while the AI revolution is real, parts of the stock market have become overpriced. He sees opportunities to take profits from large-cap growth and diversify into cheaper areas including small-cap value, emerging markets, energy, financials and pharma. Robert discusses some of those opportunities in Cheniere Energy (LNG), JPMorgan Chase (JPM), Merck (MRK) and Alphabet (GOOGL).

NVDA Sell-Off on Jensen Huang's Resignation Turns Eyes Beyond Big Tech

NYSE Head of U.S. Listings Tara Dziedzic discusses Kraft Heinz’s move from Nasdaq to the New York Stock Exchange and the company’s outlook for a return to growth in the second half of 2027. She also breaks down trends in IPOs, SPACs and listing transfers, the breadth of companies coming to market, and the NYSE’s strong pipeline heading into 2027.

NYSE’s Tara Dziedzic on Kraft Heinz, IPOs & the 2027 Pipeline

Nvidia (NVDA) has officially announced that CEO Jensen Huang will leave the company after news of a second affair, this time with a company subordinate, broke late Wednesday. Colette Kress will act as the interim CEO until the AI chipmaker finds a permanent replacement. Diane King Hall and Tom White take investors through the key headlines and gauge the key question: what's next for Nvidia?

Jensen Huang Resigns as NVDA CEO: What's Next for AI Giant?

Sarah Henry discusses sticky inflation, the outlook for rates and positioning for 2027. She highlights Costco (COST) and Walmart (WMT) as resilient consumer names while examining how higher borrowing costs could affect AI spending at Amazon (AMZN), Meta Platforms (META) and Microsoft (MSFT).

COST, WMT & the Search for Inflation-Proof Stocks

Jenny Kovacs and Charles Schwab's Jim Ferraioli discuss how crypto markets respond to uncertainty — from known risks like inflation and tariffs to unknown shocks like the recent Binance crypto heist. They compare crypto's volatility-adjusted reactions to traditional markets and explore how AI capital spending scrutiny could reshape bitcoin miners' business mix heading into 2027.

Crypto 'Known Unknowns' in AI Selloff, Inflation & Midterm Elections

Bernhard Koepp breaks down the Buffered Bulldog ETF (ACJL), which pairs dominant companies with downside protection. He remains bullish on AI while highlighting Amazon (AMZN), Costco (COST), Meta Platforms (META), AbbVie (ABBV) and other leaders across retail, healthcare and tech.

Bernhard Koepp on AMZN, META, COST & Limiting Downside Risks Through ETFs

Hugues Meyrath, president and CEO of Quantum Corp. (QMCO), talks about the company's earnings beat and how AI memory demand is behind a 43% year-over-year revenue surge. "There's a huge need of storage across the board," says Hugues, who explains how hyperscaler demand is powering the company's record backlog.

Quantum Corp. (QMCO) CEO on Earnings, Hyperscaler Demand for AI Memory

Chris Ward, founder and senior wealth advisor at EntryPoint Wealth Management, sees a turning point in market leadership. He expects a shift from technology, which "has to take a breath," to healthcare and dividend payers. He says that health insurers benefit as more people pay for policies, and that's not likely to be on the radar for the new Congress. He says investors should have rules for when they buy and sell if they want to trim profits in technology positions.

Ward: Healthcare, Dividends Strong as Tech Takes a 'Breath'

Ben Emons, CIO and founder of FedWatch Advisors, says inflation is "getting hotter and hotter" with "torque" from food, auto, and other costs, making a 50-basis-point December hike "debatable." He says the FOMC wants to avoid slowness while protecting economic and market performance. A series of hikes could slow the market, with energy, financials, health care, and consumer staples outperforming tech, he says. A resilient economy can absorb rate hikes but with a limit, especially for housing and other parts of the economy, Emons says.

Ben Emons: 50 Basis-Point Hike 'Debatable' with 'Hotter and Hotter' Inflation

Tom Plumb says the AI trade remains intact despite recent weakness, with AMD Inc. (AMD) and Nvidia (NVDA) offering opportunities after their pullbacks. He also discusses the long-term AI infrastructure buildout, higher-for-longer rates and pressure on consumers, while highlighting VSE (VSEC) and AAR (AIR) as aerospace and defense plays.

Tom Plumb Sees AMD, NVDA as Opportunities After Stark AI Pullback

CoreWeave (CRWV) earnings added confidence not just to neoclouds, but the entire AI sector, as Kevin Hincks highlights the report and its impact. However, he makes the case that Nvidia (NVDA) needs to add to the momentum with its own rally and reclaim stock market leadership. Kevin turns to Fed commentary from Bank of Chicago president Austan Goolsbee, who called the October CPI "borderline disturbing."

CRWV Earnings Adds to AI Bull Case; Goolsbee Calls CPI 'Borderline Disturbing'

AMD Inc. (AMD) is holding its own as volatility grips AI chipmakers, including Nvidia (NVDA) as the board launches an investigation against CEO Jensen Huang. Rick Ducat analyzes key resistance levels on AMD after its 140% year-to-date rally. Tom White offers an example options trade for AMD.

Options Corner: AMD Stands Strong Amid NVDA Turmoil

The recent bounce in stocks came as no surprise to Cameron Dawson of New Edge Wealth. She discusses the "positioning reset" occurring in recent weeks that she believes will lead to a year-end rally. For Nvidia (NVDA) in particular, Cameron looks at the stock from two different angles: as a portion of index funds, and its role as the "linchpin" to the greater AI ecosystem. She turns to what makes the current earnings season different from others this year after the previous quarter raised the bar high.

Cameron Dawson on Stock Market 'Reset,' NVDA & Earnings Uncertainty

Inflation is creeping into other sectors beyond energy, says Tony Welch, which adds pressure on the Fed to raise interest rates higher than previously expected. He warns investors to brace for a potential 50 basis point hike in the FOMC's December meeting. That said, he separates the U.S. economy from the stock market and believes earnings growth will continue to bolster the latter for the foreseeable future. He adds that the growth doesn't come without risks from the AI trade.

Welch: Inflation Woes Make 50 Bps Rate Hike Possible Despite Earnings Growth

Thomas Martin discusses hotter-than-expected CPI, sticky inflation and expectations for more Fed rate hikes, including the possibility of a 50-basis-point move. He explains how higher rates could pressure financing for the AI buildout, but says strong economic growth and AI-driven productivity could help equities absorb tighter policy and support a year-end rally.

Hot CPI Puts the Fed in a Box as Markets Eye More Hikes

Boomi CEO Steve Lucas discusses the outlook for AI after recent market volatility, arguing that trillions in spending still need to translate into stronger returns. He examines AI adoption and trust, Anthropic’s tentative IPO, and strong demand across Amazon (AMZN) AWS, Google Cloud from Alphabet (GOOGL), and AMD Inc. (AMD). Lucas also explains how Boomi connects company data with AI and why open-weight models from companies like Nvidia (NVDA) could reshape competition.

Boomi CEO on AI Spending's Trillion-Dollar Question Ahead of Anthropic IPO

Raul Shah breaks down the sharp selloff in Hims &amp; Hers (HIMS) after the company lost 103,000 subscribers and faced pressure on margins and profitability. He explains why international expansion, GLP-1 growth, AI-driven retention efforts and partnerships with Eli Lilly (LLY) and Novo (NVO) still support his long-term healthcare platform thesis, despite near-term challenges.

HIMS Subscriber Slump v. Bigger Healthcare Platform Opportunity

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

Market Matters with Marley Kayden

Schwab Mid-Year Market Outlook

Daily Trader

Inside AI

Main Character

Vibe Check

Midday Minute

Morning Minute

Tech Corner

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 Kovacs 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.

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.

Join Schwab’s panel of experts on June 25 for the Mid-Year Market Outlook — your guide to global energy spikes, volatility, inflation and the 2026 IPO landscape. Hear from experts on where the markets may be heading, spot opportunities, and see what could drive your portfolio next year.

Inside AI with Nicole Petallides tackles some of the biggest AI-related stories shaping the markets, breaking down the latest developments and what they could mean for companies, investors and the broader market.

Main Character with Jenny Kovacs breaks down the biggest market-moving story of the week, highlighting what happened, why it matters and what investors should know‌.

Vibe Check with Diane King Hall takes on a prevailing market narrative, separating the signal from the noise and explaining a key market topic quickly.

Midday Minute with Sam Vadas delivers a sharp midday pulse check on what’s moving the markets, giving lunchtime scrollers the key developments they need to know‌.