Schwab Market Update Audio
The Schwab Market Update podcast gives investors essential information to start their days, including a summary of market news, stocks to watch, and a look at what's ahead. Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options. (1124-3JAB)
After an AI Sell-Off, Market Awaits Sentiment News
Thursday's AI-driven sell-off was the third big drop for the Nasdaq over the last month and suggests speculative and momentum trading losing steam. Consumer sentiment is due today.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Jobs Data Ahead as Qualcomm, Arm Results Mulled
Investors await job cuts data and scrutinize results from Qualcomm, Arm Holdings, and DoorDash. Stocks bounced yesterday as the Supreme Court heard tariff arguments. Chips gained.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.<...
Jobs Data Follows Tech Selloff as Sentiment Dips
Today features a look at October hiring, along with McDonald's and DoorDash earnings, as the Supreme Court hears arguments on tariff policy after Tuesday's chip market plunge.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co...
Palantir Tops Estimates As AMD, Jobs Data Awaited
Palantir topped consensus estimates and investors await Advanced Micro Devices after today's close. Chip stocks keep rallying, but breadth is narrowing, a possible sign of caution.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.<...
Earnings In-Focus Amid Economic Data Delays
Investors will shift focus to another packed week of corporate earnings and a light lineup of economic data while they continue to digest the latest Fed rate cut.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Amazon, Apple Results Eyed After Risk-off Session
Strong results from Amazon and a decent showing from Apple are in the spotlight after risk-off sentiment, big losses for Meta, and weak chip stocks took some sizzle off the rally.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division...
Mega Cap Results, Fed Cut Digested with Apple Next
Fed Chairman Powell's hawkish rate talk cooled Wednesday's rally, and two of the three mega caps saw shares fall despite exceeding consensus. Apple and Amazon report later today.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Mega Caps Step to Plate, Fed Rate Cut Seen Likely
Alphabet, Microsoft, and Meta Platforms report after the close with all eyes on AI spending trends. The Fed is expected to cut rates 25 basis points, futures trading suggests.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Fed Meeting, Mega Caps Loom With Stocks at Records
Stocks hit record highs Monday on hopes for a trade deal with China. The Fed begins meeting today and investors await consumer confidence and earnings from Visa and United Health.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of...
Fed, Mega Caps, China Dominate Action-Packed Week
This week offers something for everyone including a Fed meeting, five mega cap reports, and China trade talks. Mega cap results might have the most impact, with expectations high.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles...
Data Diet to Pause: CPI Next Amid Trade Optimism
A long gap in government data pauses briefly today with September CPI. Analysts see 0.4% growth, unchanged from August. Trade optimism grew ahead of Trump's meeting with Xi.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co...
Tesla Posts Mixed Results, Speculative Fervor Ebbs
Tesla's profit missed estimates, but revenue looked firm. Tech is coming off a day where it got hit by risk-off trading after soft earnings data. Tomorrow brings CPI.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Netflix Misses Estimates, Tesla in Pole Position
Netflix, with earnings that often set the tone, fell sharply after bottom-line growth fell short due to a one-time issue. Tesla rolls out of the garage after today's close.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles...
Market Awaits Netflix, Lockheed amid Data Outage
The long government shutdown keeps data from crossing the wire, but investors can get a sense of the economy's performance today from consumer names like Netflix and Coca-Cola.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Bank Results, Key Data on Way After Turbulent Week
Major indexes rose last week despite volatility amid new concerns about credit. Bank results early this week precede Tesla and Netflix. Friday brings much awaited CPI data.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co...
Regional Bank Earnings, Volatility in Spotlight
Several regional banks report after the sector dove on credit fear. Volatility hit 5-month highs and yields made 6-month lows, with China and the shutdown also driving caution.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Trade, D.C., Keep Stocks on Edge Despite Earnings
Volatility remains elevated even with a strong initial batch of earnings amid trade war concerns and lack of data. Taiwan Semiconductor and United Airlines results are in focus.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Soybeans a New Trade War Front, Bank Results Due
A Trump tweet ignited new concerns late Tuesday, this time about soybean exports. Investors await key semiconductor and bank results, but CPI is postponed until next week.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co...
Big Bank Earnings Up Next Along with Powell Speech
Big U.S. banks report this morning, followed by a Powell speech. Stocks rebounded Monday from the trade-driven sell off, and some U.S. data may be on its way despite the shutdown.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is...
Picking Up the Pieces: Earnings Next After Selloff
Friday's selloff, the worst since April, came on new tariff tremors with China. Investors now face bank earnings and a Powell speech Tuesday, but today's calendar is mostly blank.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles...
Sentiment Data Loom as Shutdown Fears Escalate
As the shutdown persists, concern grows over the impact on inflation data and the October jobs report. Consumer sentiment is on tap, and earnings season begins next week.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Delta and PepsiCo Earnings, Powell Remarks Ahead
With the market coming off another record day, investors await Delta and PepsiCo along with remarks from Fed Chairman Powell. Fed minutes yesterday indicated more rate cuts ahead.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Fed Minutes Today Before Powell, Earnings Tomorrow
Investors await Fed minutes and a 10-year auction today with the government still shut and more data threatened. Tomorrow brings Powell remarks and earnings from Delta and PepsiCo.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Auctions, Fed Speakers Next with Tech Setting Pace
Stocks, led by chips, hit new highs Monday despite the shutdown. Investors await several Fed speakers and Treasury auctions in coming days, and earnings pick up this week, too.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles...
Auctions, Fed Speakers, and Earnings Dominate Week
Though the government remained closed as of this recording, the coming week features plenty of action including Treasury auctions and earnings from Delta and Applied Digital.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.<...
Government Shutdown in Focus With Payrolls Delayed
With September’s nonfarm payrolls data delayed, investors will be closely watching developments in Washington for insights into how long the government shutdown could last.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.
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Job Cuts News Eyed as Shutdown Delays Claims Data
With initial weekly jobless claims likely delayed by the shutdown, investors await a private job cuts report. Wall Street hit records yesterday despite the D.C. closure.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co...
New Quarter Begins with Focus on D.C., Jobs Data
Investors seem to be shaking off worries about troubles in Washington, and may focus on jobs and manufacturing data due today and tomorrow. Stocks are near record highs.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Uncertainty on Tap as Possible D.C. Shutdown Looms
As Washington faces a midnight deadline to keep the government open, investors worry that key jobs data due later this week could be delayed, with a possible impact on Fed policy.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division...
Jobs, D.C. in Focus after Stocks Post Losing Week
Jobs data, Fed speakers, Nike earnings and D.C. events are all on investors' minds heading into the new week. Though rate cut odds and stocks rose Friday, so did Treasury yields.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a...
Three Positives Result in Negative Stocks
GDP, unemployment claims, and durable goods data all came in better than expected, changing expectations to the Fed rate cuts causing stocks to sell off.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.
<...Stocks Stagnate as AI Companies Consolidate
Stock indexes retreated on Wednesday as AI tech companies settle lower. A weaker dollar could help multinational and foreign companies as the Fed navigates a sticky situation.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co...
Precious Metals Shine Despite Hawkish Fed
Gold and silver have experienced large returns in 2025 and there are signs that they’ll continue. Bitcoin recently lost ground to gold, but seasonal cycles could cause a catch up.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Ch...
Powell Up Next with Stocks at New AI-driven Highs
Fed Chairman Powell gives a lunchtime speech on the economic outlook today after other policy makers sounded hawkish. Nvidia and Apple helped the market to new highs Monday.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Week Ahead Features Powell Speech, Inflation Data
A speech by Fed Chairman Jerome Powell tomorrow on the economic outlook and Friday's PCE price data are highlights ahead. Micron and Costco both report in coming days.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Options Expiration, BOJ Rate Decision on Tap
After a tech- and rate-driven record close Thursday for small and large caps, today could see volatile trading as options expire. The Bank of Japan isn't expected to hike rates.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of...
Jobless Claims, Key Earnings Next After Rate Cut
The quarter-point Fed rate cut yesterday didn't move markets much, but helped banks and some consumer firms. Today brings weekly jobless claims and earnings from FedEx and Lennar.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab...
Rate Cut Seen, Projections Awaited as Fed Looms
Today's Fed meeting appears likely to bring a 25-basis point rate cut, the first since December. Rate and economic projections are also awaited, along with Powell's remarks.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co...
Retail Sales Take Spotlight Ahead Of Fed Meeting
Markets open with investors watching retail sales for clues about consumer strength while the Fed’s Wednesday policy meeting looms large.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.
All names and ma...
Fed Decision, Economic Data Take Center Stage
All eyes will be on the Federal Reserve this week, with investors hoping for a rate cut, and signs of more market-boosting cuts on the horizon.
Important Disclosures
This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.<...
