Netflix (NFLX) shares are trading near 52-week lows. Earlier this year, the streaming giant walked away from acquiring Warner Bros. Discovery (WBD) with Paramount Skydance's (PSKY) buying the company instead. Wedbush's Alicia Reese says it could be a good thing as it shows Netflix isn't willing to overspend in expanding content capabilities. She adds that Netflix "is the anchor" for streaming that drives engagement on other platforms like Roku Inc. (ROKU), which was recently acquired by Fox Corp. (FOXA).

NFLX Near 52-Week Low: Buy Opportunity in Content Expansion?

Amanda Lai says retail sales continue to defy expectations, with strong growth across categories despite inflation and higher fuel costs. She points to resilient consumers and a sustained shift toward e-commerce, driven by value and convenience. Retailers are competing across channels, from direct-to-consumer to platforms like Amazon (AMZN), Walmart (WMT), and Target (TGT), to capture demand.

E-Commerce Gains Share as Retailers Battle for Consumers

The last time George Tsilis talked about Palantir (PLTR) in October 2025, the stock was above $185. As of this week, the software giant slipped below $130. That said, George points to the company's substantial earnings growth and partnerships with other key AI firms like Nvidia (NVDA) as tailwinds. However, Palantir's valuation remains a key headwind even after its substantial sell-off so far in 2026. He also highlights key technical trends in the stock chart.

Tech Corner: PLTR After SaaS-pocalypse, Existing AI Headwinds & Tailwinds

Frances Newton and Van Hesser discuss the latest Fed decision, where interest rates were left unchanged but a hawkish tone sparked market volatility. They highlight new Fed task forces, including one focused on the balance sheet, and discuss how these efforts could shape future monetary policy.

Fed's Hawkish Tone Drives Market Swings After Pausing Interest Rates

Kroger (KR) drops more than 6% after hitting a 52-week low. Scott Mushkin says cost inflation and pricing pressure are weighing heavily on the grocery sector, calling industry dynamics “absolutely awful,” not company-specific. Tom White outlines a covered call strategy.

Inflation Pressures Grocery Aisles as KR Trades at 52-Week Low

Will McMahon pushes back on the market’s heavy focus on AI, arguing broader participation could emerge as rates stabilize and geopolitical tensions ease. He points to consumer financials and industrials as attractive pro-cyclical plays with value beyond the current tech-led rally.

Beyond AI: Rotation Into Cyclicals Gains Traction

Slavik Kolesnik says markets misread new Fed Chair Kevin Warsh's hawkish stance, warning that persistent inflation could pressure equities as consumers show signs of strain. He forecasts higher unemployment and more interest rate hikes before highlighting a barbell fixed income strategy with a focus on the 30-year treasury.

Kolesnik: Underestimated Hawkish Fed Signals More Pain for Equities

David Sand offers insight into what he calls a housing shortage in the U.S. driven largely by unaffordability. He outlines ways he sees the housing crisis being lifted, from building more units closer to transportation, to giving more buying power for lower-aged Americans.

Housing Affordability Crisis: David Sand on Issues & Solutions

The Fed's decision to hold interest rates in its June meeting was unanimous, though half of the FOMC members penciled in a rate hike before the end of 2026. Thomas Urano adds that new Fed Chair Kevin Warsh not being keen on forward guidance, along with refusal to drop his own dot on the projection plot, tells investors not to be overly reliant on future dot plots. He also explains what the Fed's task force on monetary policy means for the Fed's path ahead.

Don't Rely on Dot Plot: Thomas Urano on What to Watch in Kevin Warsh's Fed

Joanna Gallegos, co-Founder of BondBloxx, explains why fixed income is regaining appeal, offering income and diversification as U.S. equity valuations remain elevated. She highlights the role of ETFs in delivering precise, cost-effective exposure and points to credit spreads as a sign of economic and corporate strength. Joanna also shares how investors can navigate Fed announcements without overreacting to market noise.

Why Joanna Gallegos Says Bonds are Back, Offers Diversification Strategies

John Blank and Sam Burns break down the implications of a reconstituted Fed as Kevin Warsh steps into focus. They highlight the importance of the dot plot and how Warsh’s approach to forward guidance could differ from past Fed chairs. The discussion also looks at how the 10-year U.S. Treasury yield may react, alongside the impact of geopolitical risks on inflation and the Fed’s policy path.

Fed Reset? Warsh, Dot Plot Signals, and Yield Reaction in Focus

Jay Mehta explains why the bull market continues despite geopolitical and macro uncertainty, pointing to strong demand for long-duration growth and innovation tied to recent IPOs. He notes that tech and communications are driving earnings growth while other sectors lag, keeping markets narrow. Mehta adds that defensive sectors like consumer staples and healthcare look cheap but lack strong fundamentals, reinforcing the need for disciplined long-term investment strategies.

Bull Market Rolls On Despite Risks as IPO Buzz and AI Drive Growth

Asbury Research's John Kosar breaks down market internals following the FOMC meeting, pointing to the firm’s “Asbury 6” metric as a sign of short-term strength. He highlights the VIX and its 21-day moving average as a key signal. Kosar warns that a sustained move above 17.50 could indicate a potential market pullback.

Asbury 6 Says 'All Clear,' VIX Risk Lingers

James St. Aubin breaks down how the Fed is balancing dovish tendencies with the need to combat inflation. He explains how potential bank deregulation could help offset the effects of a shrinking balance sheet. James also warns that elevated valuations in SpaceX (SPCX) and AI-related names could trigger a broader “crisis of confidence” if sentiment shifts.

Inflation Fight Complicates Fed's Path as AI & SPCX Valuations Raise Flags

Greg Friedman lays the foundation for what he believes investors should expect in the commercial real estate space ahead. Treasury yields hovering around 4.4% isn't helping the environment, with Greg explaining that a possible move above 5% will rattle the market. However, he sees private credit as a "stabilizing force."

Treasury Yields Challenge Commercial Real Estate, Private Credit 'Stabalizing Force'

Sam Radwan examines the Chinese economy and discusses his takeaways from recent economic data in China, which he believes shows some signs of weakness. He also breaks down China’s position in the AI arms race and analyzes the Chinese regulatory landscape.

Sam Radwan on the Chinese Economy & Position in AI Arms Race

Nationwide Mutual's Senior Vice President and Chief Economist Kathy Bostjancic says the Fed may be approaching a neutral stance, but inflation is expected to remain above the 2% target through year-end. She sees the Fed holding steady for now, with rate cuts likely pushed into next year, while noting that reduced Fed communication could spark volatility even as the labor market and AI investment signal underlying economic strength.

No Rush to Cut: Fed Eyes Neutral with Inflation Still Elevated

Gabe Diederich breaks down the current interest rate environment and how investors should be positioning portfolios across equities and fixed income. He shares his view on the Fed’s stance on inflation and what it means for markets. Diederich also highlights opportunities in municipal bonds, pointing to attractive tax-adjusted yields and record issuance.

Fed Outlook & Portfolio Positioning as Muni Bonds Attract Investors

Thierry Wizman of Macquarie Group breaks down the forces keeping yields elevated and how a potential reopening of the Strait of Hormuz could ease oil supply concerns. He argues that A.I.-driven demand across electricity, construction, and labor will keep inflation persistent regardless of energy prices. He also outlines why the Fed is likely to maintain a neutral policy stance amid ongoing inflation pressures.

Inflation Beyond Oil: A.I. Demand, Yields, and the Fed’s Next Move

The "unmagnificent 493" are back to being as such, says Thomas Hayes, believing investors are turning their focus back to the Mag 7 and AI leaders. He suggests investors trim their holdings in those outperformers and makes the case that we're in the "fifth inning" of the AI trade. He then outlines his stock picks in Baxter (BAX) and Hormel Foods (HRL).

Hayes: Give 'Unmagnificent 493' More Attention as AI Enters 'Fifth Inning'

David Leiter admits "jumping into stocks now is hard" and suggests finding companies that you can understand and see a strong case for future growth. He talks about his book, "Stop Making Stupid Investments," and offers suggestions for investors seeking direction in a market full of unknowns.

'Stop Making Stupid Investments:' David Leiter Talks Book, Finding New Stocks

Marten Lodewijks, managing director and president of IWSR, breaks down what’s behind the decline in global alcohol consumption. He discusses how emerging markets are impacting overall consumption trends, misconceptions about Gen Z’s role in the decline, and the boom of ready-to-drink cocktails. Marten also weighs in on how GLP-1 drugs are impacting global alcohol trends.

Why People are Drinking Less & GLP-1 Drug Impact on Alcohol Consumption

Fred Voccola, CEO of Simpro Group, explains how SMBs are using AI to boost efficiency, turning 5–7% margins into over 25% through optimized scheduling and job management. He highlights how AI acts as a digital workforce, helping smaller businesses scale profitably while larger enterprises face disruption from AI-driven efficiencies.

Simpro Group CEO on How AI Is Driving SMB Margin Expansion

YieldMax ETFs’ Mike Khouw explains how market volatility creates opportunities to harvest options premiums, highlighting the Intel Option Income ETF (INYY) and its proxy strategy using calls, puts, and treasuries. He outlines how the approach captures income and potential upside beyond traditional covered calls, while also noting rising investor education and growing demand in single-stock options.

YieldMax’s Mike Khouw on Options Strategies, INYY ETF and Volatility-Driven Income

Meghna Maharishi discusses how strong demand from middle- and high-income consumers is sustaining travel, even as fuel costs climb, with premium and international trips driving growth for United Airlines (UAL) and Delta Air Lines (DAL). The collapse of Spirit Airlines is tightening capacity and boosting pricing power, while Southwest Airlines (LUV) adjusts its model to compete in a shifting industry landscape.

Airlines Ride Premium Travel Boom as Fuel Costs Rise, Spirit Exit Boosts Pricing Power

The GLP-1 race "is not fair to call a race anymore," argues Scott Zari when comparing Eli Lilly (LLY) and Novo Nordisk (NVO), calling the former a clear winner. He explains how Eli Lilly pulled ahead in the market and ways it's bolstering healthcare offerings in ways he sees Novo Nordisk lagging. Tom White offers an example options trade for Eli Lilly.

How LLY Overtook NVO in GLP-1 Space & Offering LLY Options Trade

Tyler Herriage suggests going long on stocks after the U.S. and Iran announced plans to sign a memorandum of understanding this week. He expects 10-year yields to fall below 4% on expectations that inflation will move "much lower" and sees an interest rate cut from the Fed before the end of the year. Gold is the commodity Tyler sees the greatest upside in, offering a target of $6,000. This momentum backs the bull run, as Tyler expects any tech dips to getting bought immediately.

Tyler Herriage Sees Inflation 'Much Lower,' Tech Dips Getting Bought, $6,000 Gold

Michael Reinking explains how the Strait of Hormuz is bullish not just for U.S. consumers facing the brunt of inflation, but also for smid-cap companies that rely on a viable energy trade. Additionally, Michael says the headlines are a gift to Kevin Warsh and the Fed just ahead of a highlight anticipated interest rate decision.

U.S.-Iran Peace Deal 'Gift' to Fed, Why Smid Caps See Greatest Benefit

HINT co-founder Kyle Rush explains how the company’s AI-powered app helps homeowners manage their properties through personalized insights and maintenance guidance. He outlines its free and subscription tiers, referral network, and use of Martha Stewart’s proprietary content to enhance the user experience.

HINT Co-Founder Explains AI App for Home Data, Maintenance, and Services

REX Financial CEO Greg King outlines how alternative income strategies, including covered call approaches, can generate 20% to 40% annualized yields in a high-rate environment. He also highlights potential tax advantages tied to return of capital treatment. With markets near highs and AI and IPOs dominating attention, King suggests investors may consider prioritizing income over upside.

REX Financial CEO on Tax-Advantaged Income Strategies and Market Risks

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

Schwab Mid-Year Market Outlook

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.

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.

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.