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The inflation narrative is still intact when looking at the latest round of import and export prices, according to Kevin Green. He explains how the dynamic sets the stage for the Fed's interest rate meeting at the end of October and complication for the final quarter of 2026. However, equities may …
Sam Vadas and Marley Kayden turn to key economic data for their top takeaways on Thursday's session. They point to PPI as the day's most important print due to the trends shown in Wednesday's CPI. However, don't ignore retail sales either, which climbed because of the surge in energy prices. ====…
More bearish headlines for the AI trade hit Western Digital (WDC) and Seagate (STX) after Wells Fargo slashed price targets for both. Diane King Hall says the lower price targets don't necessarily indicate a heel turn from the firms' bullish stance. In the entertainment space, BofA's double upgrade…
Gene Goldman says the AI trade is far from over, but the next winners could extend beyond chipmakers into data centers, power, healthcare and financials. He remains bullish on technology and communication services while seeing opportunities in sectors that can use AI to improve productivity and mar…
BofA issued a double upgrade for Fox Corp. (FOXA), sending shares of the legacy cable and entertainment company surging into the opening bell. Charles Schwab's Ben Watson explains how the stock is digging itself out of a fox hole with Friday's move and highlights key support and resistance areas ah…
Paunawa: Ang podcast at artwork na naka-embed sa page na ito ay mula sa Schwab Network, na pag-aari ng may-ari nito at hindi kaakibat o ineendorso ng Listen Notes, Inc.