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
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
This month
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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
