Schwab Network

Stock Market Today: FICO Worst Day in Decades, CCL & BE Top SPX #shorts

Fair Isaac (FICO) closed as the worst performer on the S&P 500 (SPX) on its worst session since 1989. On the other side of the index, Carnival (CCL) and Bloom Energy (BE)

Tuesday's Final Takeaways: Consumer Confidence Sinks, Oura Delays IPO

Anthropic may be the biggest IPO poised to hit public markets, but don't miss headlines surrounding Oura and its own IPO delay. Sam Vadas explains how the headline reflec

Daniel Newman on Anthropic's Value, AI Safety & MU Earnings Expectations

Futurum CEO Daniel Newman addresses the back-and-forth sentiment surrounding AI development for safety reasons. He agrees that guardrails are needed by highlighting argum

Bitcoin's "One-Two Punch" in Crypto Regulation, Clears Fog on Blockchain Outlook

Matthew Sheffield says the discourse around Bitcoin and crypto regulation actually did a favor for the space. He says the concerns highlighted by dissenting opinions on t

Eli Tan Let META Muse "Take Over My Life:" Where AI Agent Outperformed & Failed

Eli Tan, technology reporter for The New York Times, talks about how he had Meta Platforms' (META) Muse AI agent "take over my life." He considers it "one of the most use

Agencies Back Bitcoin with Guardrails Amid Bull Run After Clarity Act Fails

Joe Sticco says regulators are "picking up the ball and running" to create new guardrails on crypto following the failed Clarity Act vote from the Senate. He discusses wa

Why Micron Could Keep Surging After Its Massive Revenue Run

Mike Khouw breaks down the launch of MUYY, a single-option income ETF on Micron Technology (MU) that generates weekly income through covered call spreads. He notes an imp

CarMax Beats as Financing Profits Overshadow Used Car Sales

Tony Zipparro breaks down CarMax's (KMX) earnings beat driven by 14% higher car sales and a 43-cent EPS surprise, but says the real story is the financing side. CarMax Au

What ORCL Project Jupiter Says About AI Bottlenecks, Small Cap Beneficiaries

Energy and infrastructure bottlenecks are the key concern for Oracle (ORCL) and other companies building out AI data centers, says Mario Tufano. He believes small and mid

Anthropic Corporate Use Up 17-Fold: What it Means for Claude & AI Growth

Anthropic's products, including Claude, have seen 17 times more corporate activity year-over-year and saw a spike in user retention, according to data from Omri Shtayer o

Ca$htag$: SPCX Builds Base Case in Starlink, X & Grok Offer Bullish Catalysts

Megan Brantley of LikeFolio shows how Starlink leads consumer interest for SpaceX (SPCX) through the company's Google search growth. "This is the first time we're really

The Big 3: IONQ, AKAM, STM

Mike Shorr sees trading opportunities forming across the AI space, from chips and software to quantum computing. He offers example options trades for IonQ (IONQ), Akamai

Cruise Demand Holds Strong as Carnival Posts Record Revenue and Yields

Morningstar's Jaime Katz says Carnival's (CCL) record Q3 results show cruising demand holding up despite broader discretionary spending concerns. She notes the value prop

Why Hybrid Vehicles Are Winning Over Consumers and Rewriting the EV Transition

Brian Moody, auto expert at Capital One Auto Navigator, says hybrids have evolved from a bridge to EVs into a standalone destination as consumers seek fuel savings withou

NVDA, GEV, JPM & Key Stocks Jeffrey Small Sees Weathering Macro Volatility

"The market is holding its breath for Micron (MU)," says Jeffrey Small, noting it and several macro indicators keeping investors on edge. One of those macro headwinds inc

FDX vs UPS as Diesel Prices Squeeze Shipper Margins

Scott Martin sees freight and logistics stocks like FedEx (FDX), UPS (UPS), C.H. Robinson (CHRW), and J.B. Hunt (JBHT) navigating rising diesel prices and a maturing econ

NFLX Down 40% Y/Y: Can Streaming Giant Turn Up Volume on Rebound Story?

While streaming giants like Warner Bros. Discovery (WBD) and Roku Inc. (ROKU) rallied strong in 2026, many became laggard throughout the year, with Netflix (NFLX) being t

Core PCE's Critical Market Role This Week, U.S. Diesel Ban "Temporary Fix"

There are opportunities in fixed income, says Charles Schwab's Cooper Howard, "though we wouldn't get ahead of the steamroller" as risks remain for the bond market. He ex

Beyond Semiconductors as AI Moves Toward Monetization and New IPOs

Brad Warden sees the market wrestling with AI anxieties as Nvidia (NVDA) pushes back on slowdown talk and the Mag 7 face questions about high CapEx and lower returns. He

Consumer Confidence Hits COVID Era Lows, Addressing Anthropic's "Risk to Humanity"

Consumer confidence hit lows not seen since the COVID-19 era, says Kevin Green when looking at the September report's huge downturn. He explains how a widening K-shaped e