HomeMarketsU.S. EconomyA.I. Infrastructure, Software & Space: ORCL, ASTS & CRM Top Tuttle's 2026 Watchlist

A.I. Infrastructure, Software & Space: ORCL, ASTS & CRM Top Tuttle's 2026 Watchlist

Matthew Tuttle says he's watching two big themes for next year: the Fed's interest rate path and A.I. infrastructure buildout. He believes companies like Oracle (ORCL) are worth buying the dips and sees a sharp rebound coming for it and similar companies. Matt also likes space stocks like AST Spacemobile (ASTS), Intuitive Machines (LUNR), and Planet Labs (PL). Software is another industry he expects to rebound, especially in names like Salesforce (CRM) and ServiceNow (NOW).

The Watch List

18 Dec 2025

SHARE

ON AIR
2:00 pm
Market On Close
12:00 am
Market Overtime
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
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
ON AIR
2:00 pm
Market On Close
3:30 pm
Market Overtime
REPLAY
education
4:30 pm
Liz Ann Live
REPLAY
5:00 pm
Next Gen Investing
REPLAY
6:00 pm
The Wrap
REPLAY
education
7:30 pm
Liz Ann Live
REPLAY
8:00 pm
Market Overtime
REPLAY
8:30 pm
Market On Close
REPLAY
education
10:00 pm
Liz Ann Live
REPLAY
10:30 pm
The Wrap
REPLAY

Schwab Network's Newsletters

Daily insights for every investor