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Jay Hatfield discusses Treasury yields, Fed policy, and why he believes rates will move lower as housing and labor market conditions soften. Hatfield argues that higher yields have been driven primarily by a hawkish Fed and elevated oil prices, not AI spending or fiscal deficits, while maintaining …
Tsvetta Kaleynska and Noah Kann discuss PepsiCo's (PEP) earnings beat and lowered full-year guidance. They examine weak North American trends, strong international growth and lingering investor concerns surrounding the Gatorade recall. The pair also discuss the shift toward lower-sugar, functional …
Sam Vadas focuses her top takeaways on AI movers overseas as both Samsung and TSMC (TSM) give global investors insight into their revenue roadmaps. Marley Kayden has her sights set on the narrowing gap between equities and bonds. ======== Schwab Network ======== Empowering every investor and trad…
Jason Brown turns to a trio of stocks that that have seen numerous headlines over recent trading days. For Constellation Energy (CEG), Jason expects the company to pen more deal linked to AI data center expansions. He like NetApp (NTAP) as an alternative AI play, along with Ciena (CIEN) as it build…
AI stocks as a whole sold off after a Financial Times report stated that OpenAI's revenue will come in $20 billion below original projections. However, Palantir (PLTR) bucked the downside trend thanks to an upgrade. Chipotle (CMG) shares rallied on reports that Starbucks (SBUX) explored a takeover …
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