Schwab Market Update Audio

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By: Charles Schwab

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)

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Treasury Auctions, CPI Could Provide Fresh Clues
Treasury Auctions, CPI Could Provide Fresh Clues episode artwork
#1243
Today at 7:00 AM

After a surprisingly firm August jobs report Friday that sent stocks down on rate hike fears, the market returns from a holiday weekend awaiting CPI data and Treasury auctions.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject...


All Eyes on Jobs Report After Thursday's Rebound
All Eyes on Jobs Report After Thursday's Rebound episode artwork
#1242
Last Friday at 7:00 AM

Thursday's rebound faces a test today from nonfarm payrolls data. Jobs growth is expected to be 45,000 in August, and rate hike odds were 50-50 going into the 8:30 a.m. ET report.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.

For illustrative purpose(s...


After Broadcom's Beat, Investors Await Jobs Data
After Broadcom's Beat, Investors Await Jobs Data episode artwork
#1241
Last Thursday at 7:00 AM

Broadcom earnings late yesterday beat expectations but shares initially dipped. Investors await today's initial jobless claims and tomorrow's critical nonfarm payrolls data.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change without notice in reaction to...


Mulling Tech Earnings, Investors Watch Oil, Yields
Mulling Tech Earnings, Investors Watch Oil, Yields episode artwork
#1240
Last Wednesday at 7:00 AM

After yesterday's tech sell-off sparked by rising oil and yields after fresh U.S. strikes on Iran, investors digest results from Dell and Palo Alto Networks and await Broadcom.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject...


Oil, Yields in Focus with Job Openings, Dell Next
Oil, Yields in Focus with Job Openings, Dell Next episode artwork
#1239
09/01/2026

After the week began with oil surging on new violence in the Middle East and yields up, investors await July job openings data and earnings later from Dell and Palo Alto Networks.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of...


Warsh's Words Spark Hike Fears with Jobs Data Next
Warsh's Words Spark Hike Fears with Jobs Data Next episode artwork
#1238
08/31/2026

Fed Chairman Kevin Warsh left the market anxious Friday about possible rate hikes, with odds for a September hike up sharply. Jobs data this week could help shape the decision.Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to...


Warsh Watch: Fed Chair Remarks Could Set Tone
Warsh Watch: Fed Chair Remarks Could Set Tone episode artwork
#1237
08/28/2026

The 10 a.m. ET speech today by Fed Chair Kevin Warsh is likely the day's biggest news, coming a day after technology stocks drove indexes higher. Crude and yields crept up, too.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of...


Nvidia Results Mulled Ahead of Fed's Warsh Speech
Nvidia Results Mulled Ahead of Fed's Warsh Speech episode artwork
#1236
08/27/2026

Nvidia's results are likely to drive the market today ahead of Friday's speech from Fed Chairman Kevin Warsh. Investors are also digesting results from Salesforce and Crowdstrike.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change...


Markets' Two-Part Test: Nvidia Earnings, PCE Data
Markets' Two-Part Test: Nvidia Earnings, PCE Data episode artwork
#1235
08/26/2026

Investors will have plenty to monitor today. The Fed's favorite inflation gauge and GDP data are due this morning, while Nvidia and other major tech earnings arrive after the bell.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are...


Trade Tensions, Nvidia Overshadow Economic Data
Trade Tensions, Nvidia Overshadow Economic Data episode artwork
#1234
08/25/2026

Consumer confidence and new home sales reports are on the menu today, but attention remains on looming Nvidia earnings and PCE inflation data amid brewing trade tensions.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change...


PCE Data, Nvidia Earnings Loom As Yields Climb
PCE Data, Nvidia Earnings Loom As Yields Climb episode artwork
#1233
08/24/2026

The Fed's favored inflation gauge, the Jackson Hole Symposium, and Nvidia earnings highlight a critical week with oil prices and Treasury yields rising.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change without notice in reaction...


Yields, Oil In-Focus Amid Light Earnings Slate
Yields, Oil In-Focus Amid Light Earnings Slate episode artwork
#1232
08/21/2026

A light earnings and economic slate could keep oil prices and Treasury yields in the spotlight today. Yields rose Thursday despite another Treasury Department intervention pledge.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change without...


Walmart Up Next as Market Ponders Treasury's Move
Walmart Up Next as Market Ponders Treasury's Move episode artwork
#1231
08/20/2026

Walmart's results loom before the open. Yesterday saw bond yields fall as the Treasury stepped in. Fed minutes revealed some willingness to raise rates if inflation doesn't cool.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to...


Fed Minutes Awaited as Stocks Stumble on Yields
Fed Minutes Awaited as Stocks Stumble on Yields episode artwork
#1230
08/19/2026

Rising U.S. and global yields continue to drag the stock market, now down three days in a row. Fed minutes later could shed light on the rate debate. Target reports this morning.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions...


Home Depot, Housing Starts Due After Weak Monday
Home Depot, Housing Starts Due After Weak Monday episode artwork
#1229
08/18/2026

Housing starts and building permits arrive this morning along with Home Depot earnings after a weak Monday that saw higher yields and oil weigh on major indexes.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change...


High Yields, Soft Data Mulled as Retailers Report
High Yields, Soft Data Mulled as Retailers Report episode artwork
#1228
08/17/2026

Rising oil sent yields higher and slowed market gains last week amid a slate of relatively soft U.S. data. This week brings retailer results, but war remains a large concern.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion...


Retail Sales are Last Rung on Weekly Data Ladder
Retail Sales are Last Rung on Weekly Data Ladder episode artwork
#1227
08/14/2026

After Thursday's all-time SPX highs on falling oil and yields, investors face another test this morning with July retail sales, seen up 0.2%. Retail earnings start next week.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change...


After Mild CPI, Investors Await PPI, Watch Yields
After Mild CPI, Investors Await PPI, Watch Yields episode artwork
#1226
08/13/2026

July CPI data was tame, but PPI this morning provides a look at wholesale prices. Results could affect yields after Fed rate hike odds fell Wednesday. Retail sales are due Friday.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion...


CPI Looms After Soft Start to Week as Oil Climbs
CPI Looms After Soft Start to Week as Oil Climbs episode artwork
#1225
08/12/2026

Rising oil and stubbornly high yields sent stocks down Tuesday for the fourth session in five as investors await today's CPI data. Headline CPI is seen at 0.1%, with core at 0.2%.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are...


CPI Looms Along with AI Results, but Iran in Focus
CPI Looms Along with AI Results, but Iran in Focus episode artwork
#1224
08/11/2026

Though tomorrow's CPI data is the week's big report, several AI infrastructure firms share results later and eyes are on oil and Iran. There's little progress toward a resolution.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject...


After Record S&P 500 Finish, Iran and Yields Eyed
After Record S&P 500 Finish, Iran and Yields Eyed episode artwork
#1223
08/10/2026

The old week ended with a new record for the S&P 500, helped by falling yields as rate hike odds dropped on a weak jobs report. Yields and oil, along with Iran, remain watchwords.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All...


Stocks on Pace for Strong Week, Awaiting Jobs Data
Stocks on Pace for Strong Week, Awaiting Jobs Data episode artwork
#1222
08/07/2026

Stocks eased from record highs Thursday but remain sharply up for the week approaching today's July payrolls report. Jobs growth of 86,000 is expected, with unemployment steady.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change without...


Jobs Data, Oil, Memory Chip Earnings In Focus
Jobs Data, Oil, Memory Chip Earnings In Focus episode artwork
#1221
08/06/2026

With the July payrolls report due tomorrow, investors eye weekly jobless claims, watch for Middle East developments, and mull memory chip results after the rally slowed.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change without...


After Rally to Highs, SpaceX, AMD Results in Focus
After Rally to Highs, SpaceX, AMD Results in Focus episode artwork
#1220
08/05/2026

Yesterday's rally to record highs reflected hopes for peace and strong earnings. However, SpaceX and Advanced Micro Devices appeared to disappoint with results after the close.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change without...


AMD, Caterpillar, SpaceX and Job Openings Loom
AMD, Caterpillar, SpaceX and Job Openings Loom episode artwork
#1219
08/04/2026

After stocks closed near record highs Monday and Palantir topped estimates, investors await AMD and SpaceX after the close. Job openings kick off a key labor data week.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to...


Markets Brace for Packed Earnings Week, Jobs Data
Markets Brace for Packed Earnings Week, Jobs Data episode artwork
#1218
08/03/2026

Palantir kicks off another packed earnings slate after the bell, while manufacturing data is in focus this morning. Attention will then shift to jobs data later in the week.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.

For illustrative purpose(s) only.

<...


Earnings, Sentiment Data In-Focus Amid Tech
Earnings, Sentiment Data In-Focus Amid Tech episode artwork
#1217
07/31/2026

Investors still digesting mixed GDP and inflation data will watch consumer sentiment and earnings from oil majors today amid a rotation back into chip and AI-linked stocks.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.

For illustrative purpose(s) only.

Investing...


Apple, Amazon, and GDP Await After Fed Decision
Apple, Amazon, and GDP Await After Fed Decision episode artwork
#1216
07/30/2026

With markets reeling after another flare up in U.S.-Iran tensions, earnings from Apple and Amazon are in focus. GDP and PCE reports also await as investors digest the Fed's pause.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of...


Fed Decision and Microsoft, Meta Earnings In-Focus
Fed Decision and Microsoft, Meta Earnings In-Focus episode artwork
#1215
07/29/2026

Microsoft, Meta, and other AI-linked stocks' earnings may carry more weight than usual amid a chip-led tech sell-off. The Fed meeting also looms with inflation remaining stubborn.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change...


Packed Earnings Slate In-Focus Before Fed Decision
Packed Earnings Slate In-Focus Before Fed Decision episode artwork
#1214
07/28/2026

Earnings from Visa, Boeing, KLA Corporation, Seagate, and more will be in focus today as investors continue their rotation away from AI darlings ahead of tomorrow's Fed meeting.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to...


Markets Eye Mag 7, Fed Decision Amid Iran Tensions
Markets Eye Mag 7, Fed Decision Amid Iran Tensions episode artwork
#1213
07/27/2026

A Fed rate decision and a crowded earnings and economic calendar feature this week. Highlights include GDP and PCE data as well as earnings from Microsoft, Meta, Apple, and Amazon.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are...


Intel Impresses After Oil, AI Spending Hurt Stocks
Intel Impresses After Oil, AI Spending Hurt Stocks episode artwork
#1212
07/24/2026

Intel's results lightened the mood as chip demand stayed robust. This followed yesterday's market stumble as oil and yields rose, Tesla plunged, and AI spending worries mounted.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.

For illustrative purpose(s) only.

Investing...


Alphabet, Tesla Results Mulled as Intel Awaited
Alphabet, Tesla Results Mulled as Intel Awaited episode artwork
#1211
07/23/2026

Alphabet and Tesla delivered earnings late Wednesday, and reaction could affect trading today. Alphabet enjoyed firm cloud growth, but Tesla fell short as margin disappointed.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change without notice...


Alphabet, Tesla Earnings Awaited After Close
Alphabet, Tesla Earnings Awaited After Close episode artwork
#1210
07/22/2026

Mega-caps Alphabet and Tesla report this afternoon. Chips rallied into Alphabet's results, possibly on hopes for big spending plans. But climbing yields and oil present headwinds.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change without...


Industrial Earnings Next as Crude, Yields Weigh
Industrial Earnings Next as Crude, Yields Weigh episode artwork
#1209
07/21/2026

After a Monday that saw the S&P 500 Index descend on rising oil and yields despite chip market strength, investors await General Motors, 3M, and Northrop Grumman.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of opinion are subject to change...


Chips on Edge: Mega-Caps Awaited After Rough Week
Chips on Edge: Mega-Caps Awaited After Rough Week episode artwork
#1208
07/20/2026

The chip market starts the week licking its wounds after a swift descent over the last few days. Earnings from Alphabet and Intel in a few days are the next major keystones.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

All expressions of...


Netflix Outlook Disappoints, Sentiment Data Ahead
Netflix Outlook Disappoints, Sentiment Data Ahead episode artwork
#1207
07/17/2026

Consumer sentiment and housing data loom as investors digest a disappointing outlook from Netflix. Geopolitical worries could keep markets volatile after chips dove Thursday.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.

For illustrative purpose(s) only.

Investing involves risk, including...


Taiwan Semiconductor, Netflix, Retail Sales Ahead
Taiwan Semiconductor, Netflix, Retail Sales Ahead episode artwork
#1206
07/16/2026

Today brings earnings from chip foundry giant TSM and Netflix, while data includes retail sales and jobless claims. Chips continue to whipsaw, but stocks are up so far this week.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.

For illustrative purpose(s) only.<...


Morgan Stanley, ASML Ahead as PPI Data, Warsh Loom
Morgan Stanley, ASML Ahead as PPI Data, Warsh Loom episode artwork
#1205
07/15/2026

With the main surge of bank earnings over, investors face Morgan Stanley today along with chip infrastructure firm ASML. PPI follows a light CPI and Warsh continues testimony.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.

For illustrative purpose(s) only.

...


CPI, Banks, Warsh in View as War, Rate Fears Climb
CPI, Banks, Warsh in View as War, Rate Fears Climb episode artwork
#1204
07/14/2026

CPI, big bank results, and congressional testimony by Fed Chair Warsh are today's highlights. But action in the Middle East and the path of oil are also influential.

Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.

For illustrative purpose(s) only.

...