Schwab Network
The Watch List
Mon—Fri at 1:00 pm — 2:00 pmCDT
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.
The Watch List
Mon—Fri at 1:00 pm — 2:00 pmCDT
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.
Last week
Faith‑Based Investing Meets Earnings Growth and Portfolio Discipline
'Bottom is In:' Jason Ware's Bullish Mag 7 Case
Charts to Watch: PHM, OXY, LMT
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From Fuel Costs to Fees: The Risks Facing Global Airlines
NVDA 'First $10T Company?' AI's Industrial Growth Offers Long-Term Bull Case
Bob Doll on Market Resilience, Tech Rotation, and Valuation Risk
LYV Found Liable in Illegal Monopoly: What Happens Next for Music Industry?
Andy Baehr on Bitcoin's Growing 'Safety Asset' Role & Tokenization Trends
Charts to Watch: SPX, XOM, NFLX
Memory 'True Bottleneck' of AI: Dave Mazza's Offers Bull Case & Roundhill DRAM ETF
AVGO, GOOGL, META, PANW & Other Stocks to Watch in SaaS-pocalypse Recovery
Defense Stocks Surge as Opinions Split on What Comes Next
Earnings Season Starts Strong for Banks as Markets Find Their Footing
Mackenzie Peterson on A.I. Buildout, Industrial Demand, and Biotech Momentum
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MSFT, IONQ, INTC, NBIS & Other Top AI Stock Picks from Daniel Newman
Charts to Watch: SPX, PLTR, NVDA
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The Bitcoin Overnight Effect and the Rise of Time Diversification
'SaaS-pocalypse' Recovery & NVDA Strength Hinges on Iran Volatility
Long-Term Crude Oil Disruptions to Note if 'War Ends Tomorrow'
This month
Johnson: AI Spending 'Absolutely Happening,' Opportunities in LITE, COHR, GLW
Stability in Focus as AI, Labor Resilience, and Diversification Offset Macro Risk
Tim Pagliara on Long-Term Strait of Hormuz Disruptions & Unsung Tech Stocks
Earnings Strength Persists as Automation, AI, and a Split Consumer Reshape Markets
Travis Prentice on the Split Inside Tech: Hardware and A.I. Lead
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Aura ETFs CEO on National Security ETF (DUTY) Launch
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Bracing for SpaceX's Planet-Sized IPO, Finding Space for OpenAI, Anthropic & Others
Hare: Watch Oil Volatility into 'Strong' Earnings Season, Likes INTC, GLW & COST
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Fed in the Middle: New Dual Mandate Challenges Add Rate Uncertainty
From AI to Oil: Tim Harder on Market Risks and Fed Trade‑Offs
Phillip Streible's Case for Crude Oil Volatility Continuing & Stock Positioning
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Diehl: Strait of Hormuz 'Cautionary Tale,' 'Out' of Mag 7 Except NVDA & AMZN
GOOGL & MSFT 'Hidden Assets' & Markets Navigating 'Knife Edge'
LLY v. NVO: Weighing Who's Winning the GLP-1 Industry
Technical Tuesday: SPX, MO, CVX
Rotation Out of Big Tech Fuels Power and Defense Plays
Tchir: 3% to 5% Stock Pullback Likely, Stay Overweight on Energy
Llerena: Why Panic Isn’t the Play in a Geopolitical Market
Strait of Hormuz 'Best Case Scenario' Involves Years of Structural Issues
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March 2026 STAX: Investors Diversify Exposure, Still Buys Big Tech
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Braiin (BRAI) CEO on Bringing AI to Analog Industries
'30,000 is the New Zero:' Critical Metrics in March Jobs Report
How Energy Shortages Around the World Impact U.S. & Stagflation Threat
MSFT, AVGO, LLY & Other Stock Market Opportunities Amid U.S.-Iran War
Retail Data Report Shows the U.S. Consumer is Back – For Now
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Graham: Brace for 'V-Shape' Market Bottom, Likes COHR, LITE & ANET in AI Recovery
Manufacturing Reports: Expansion Despite Tariffs, War, Labor Pressures
Options Trends to Watch: Put Interest Grows as S&P 500 Posts Downbeat 1Q
Last month
Kudla on Commodities, Defense, and Market Upside
Housing Market Squeezed as Price Growth Slows
Options Corner: NVDA, WDC, AA
Pizzurro: Stay Risk-On Amid Volatility, Keep Mag 7 Exposure
Technical Tuesday: SPX, GS & NEE
Small-Cap Gold Miners to Watch as Acquisition Targets
‘War Portfolio’ vs ‘Rebound Portfolio’
TSLA to $10T? Tyler Herriage's Mega Bull Cases in TSLA, NVDA & Gold
U.S. vs International Stocks: Where are Opportunities?
Hackmann: Look to Dividend Stocks Amid ‘Pretty Concerning’ Market Signs
Investor Psychology During the Iran Conflict
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Tom Plumb: AI a Tool, Not Jobs Replacement & Explaining Energy's Role in Capital Flows
Katz: Markets Historically Bounce Back from Conflict, Time to Buy Dips
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K-Shaped Economy Alive & Well in Real Estate as Multimillion Dollar Deals Boom
A Tale of Two Cities: Brent vs WTI, Employment vs Inflation & More Divergences
Healthcare Jobs Propping Up Labor Market as White Collar Falls Off
Reading Options Flow to Find Opportunities in AAOI, MRVL
Stock Market 'Kryptonite' in U.S.-Iran War & DELL's Unsung Bull Case
Dietze: Market Can Bounce Back from Iran Conflict, Likes KKR, TAP, UNH
Expecting ‘Unprecedented’ IPO Year, Smashing Valuation Records
Simon Lack on Portfolio Strength in Energy Volatility, Opportunities in LNG & VG
The Case for 2+ Rate Cuts & No Rate Cuts in 2026
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Nancy Tengler Adds PLTR, MSFT & GEV Positions, Explains Oil's Economic Impact
Christopher Zook on Navigating Crude Oil Swings, Private Credit Risks & AI Software
Technical Tuesday: SPX, AAOI, STX
Rob Luna’s Transition Market Picks: NFLX, ORCL, CRWD
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Fighting AI with AI: PANW Chief SIO Talks Cybersecurity & Adjusting to Cyberattacks
NVDA Road to $1T Revenue: Overcoming Macro Woes, Space Innovation & AI Buildout
‘Selling War and Buying Peace’: Jim Thorne’s Building America Picks
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York Space Systems (YSS) CEO on Earnings, Space Tech & Orbion Acquisition
This year
Will the Fed Step in to Shore Up Private Credit?
Looking Into the Walled Gardens of Private Credit
How to Read the Latest Economic Tea Leaves: Inflation, Fed Decisions, Labor Market
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ZScaler (ZS) CFO on Earnings, Acquisitions, AI Threats & Guidance
AI Forces a Reckoning for Traditional SaaS
Why Volatility Is Creating Value Across Tech
CRM Software 'Temperature Check,' SNOW Melts AI Concerns
Why Commodities Could Replace the 60/40 Playbook
NVDA Earnings Preview: Jensen Huang’s Commentary, China, Next-Gen Chips
Finding Opportunities in a Broadening Market: FN, URBN, SNEX
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Hatem Dhiab on Agentic AI Fears in Software, NVDA & TSLA Outlook
Connard: GOOGL Can Return Double Digits Over Next Few Years
HIMS Core Business Faces Challenges in Guidance, GLP-1 Prices & NVO
Technical Tuesday: SPX, SLB, SNOW
Why This Bull Market is Unloved
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Two Sides to 'SaaS-pocalypse': AI Threat v. Cybersecurity, Mag 7 Giants
Pros & Cons of Institutional Crypto Investments as Bitcoin Falls 50%
Dale: Warsh Nom Signals Deregulation in Finance Sector
How the Supreme Court Tariff Ruling Affects U.S. Dollar, Federal Deficit
Midstream Energy Opportunities, Why Mexico & Canada Win on Tariff Ruling
Finding Small Cap AI Winners & Tariffs Reaction
Picking the Best CEOs: Wedbush’s ‘Return on Leadership’ ETF (EXEQ)
Markets Resilient in Tariff Volatility, NVDA Offers Next Catalyst
GDP, PCE Breakdown: What They Mean for Rate Cuts
Deere (DE) Hits All-Time High After Earnings: Hitting ‘Trough’ of Farming Cycle?
Hunting for Opportunities in Smid Caps & the Bullish Case for Agentic AI
Finding 'Goldilocks' Crude Oil Price & ETFs Tying Energy to AI Boom
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The Diversifier Case for Agricultural Commodities
PANW Platformization Strategy: Long-Term Tailwind Amid Short-Term Headaches
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Pan: American Investors are Making Good Choices
Older
Fed ‘On Hold’ For First Few 2026 Meetings, Opportunities Abroad Next Year
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McClean: A.I. Driven by ‘Animal Spirits’, META, GOOGL Compelling
The Case for Micron (MU) as the 2026 A.I. Leader
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Jay Woods’ 2026 Picks: XOM, FDX, ‘Cult Stock’ TSLA
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Case That GOOGL 'Cannibalizes AI,' MSFT Better Positioned in Mag 7
Technical Tuesday: SPX, SMNEY & Crude Oil
Stablecoins Creating New Demand for Gold, What is Next Demand Wave?
Triick: Fed Moving Towards 3%, How That Impacts Mortgages
Using AI in Earth Mapping & Space: Bull Case for PL, GSAT & LUNR
Housing Market Shows Modest Gains: Affordability Improves as Wages Outpace Prices
Cannabis Stocks' Rescheduling Question & ETFs to Watch
Fortifying Your Portfolio with Dovish Fed, Mag 7 & 'Boring' Stock Picks
Signs of a Soft Landing in 2026
Economic Outlook: Fed Risk & Low Labor Market
Technical Tuesday: SPX, AVGO, ONON
'Fed has Taken Their Eye off the Ball'
Forge Global's Private Market Perspective as SpaceX, OpenAI Seek IPO
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Gibbens: NVDA 'Pretty Cheap,' 20% AVGO Rally Possible as SPX Nears 7,000
A.I., ETFs & Equity Bull Run: Indicators Pointing to Big 2026 in Crypto
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Investing During Year-End Market Excitement & Rebalancing for 2026
FedEx (FDX) Earnings Breakdown: Tariff Costs but ‘High-Quality’ Beat
Graham: A.I. & Fed Top 2026 Themes, Top Picks in ANET, COHR & LLY
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Testing Testosterone Using AI
Glenn Dorsey’s Catalysts for 2026
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Starfighters (FJET) CEO on IPO & Satellite Launch Innovation
Everything EV & Autonomy: RIVN Next Step & Waymo, UBER Riding A.I. Wave
Opportunities in Mid Caps in 2026: J, LDOS
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A.I. Infrastructure, Software & Space: ORCL, ASTS & CRM Top Tuttle's 2026 Watchlist
AI Survey Data: Widening Skills Gap, Difficult Execution. But Optimism
Schein: Follow the Money in Washington and Wall Street, Likes RTX, PANW
