HomeTechA.I.'Sticky' Money Flows Point to AI & Materials Strength

'Sticky' Money Flows Point to AI & Materials Strength

Lucas Downey recalls market moves during past government shutdowns. He discusses recent money flows, which are saying there are “going to be some winners and losers.” Lucas argues that inflows are sticky, and recurring names see a lot of strength, including AI and materials. He certainly “would not be selling” into a government shutdown, even if he’s not buying. He also checks outflows on Kenvue (KVUE).

The Watch List

30 Sep 2025

SHARE

ON AIR
9:00 am
Morning Trade Live
12:00 am
The Wrap
REPLAY
12:30 am
Market On Close
REPLAY
education
2:00 am
Your First Trade
REPLAY
education
2:30 am
Your First Trade
REPLAY
3:00 am
Fast Market
REPLAY
4:00 am
Next Gen Investing
REPLAY
5:00 am
Market Overtime
REPLAY
5:30 am
The Wrap
REPLAY
7:00 am
Morning Movers
8:00 am
Opening Bell With Nicole Petallides
ON AIR
9:00 am
Morning Trade Live
10:00 am
Trading 360
11:00 am
Fast Market
12:00 pm
Next Gen Investing
1:00 pm
The Watch List
2:00 pm
Market On Close
3:30 pm
Market Overtime
REPLAY
4:00 pm
Fast Market
REPLAY
5:00 pm
Next Gen Investing
REPLAY
6:00 pm
The Wrap
REPLAY
education
7:30 pm
Schwab 2026 Outlook
REPLAY
8:30 pm
Market On Close
REPLAY
education
10:00 pm
Schwab 2026 Outlook
REPLAY
11:00 pm
The Wrap
REPLAY

Schwab Network's Newsletters

Daily insights for every investor