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Joined June 2017
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Questions surrounding the AI trade remain in focus on Wall Street.
@LizAnnSonders, chief investment strategist at @SchwabResearch, joins @MarleyKayden to discuss the evolving AI landscape, including spending, funding and adoption.
Hear more on Market Matters wherever you get your podcasts: linktr.ee/schwabnetwork
.@MarleyKayden shares her Tuesday market takeaways and what she's watching tomorrow, including the FOMC rate decision and earnings from $GOOGL and $MSFT.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
.@MarleyKayden and @KGBULLANDBEAR break down $STX earnings, which came in better than expected.
"Seagate delivered another quarter of record profitability and our highest ever free cash flow in the September quarter, demonstrating the earnings power of our business amid a strengthening demand environment," Chair and CEO Dave Mosley said.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
October 27, 2026
• $NVDA said it is investing $3 billion in $META's equity offering, while $AMD said it is investing $1 billion
• $BA shares fell after the company said it won't significantly ramp up 737 Max production until late 2027
• Rosenblatt raised its price target on $PLTR to $260 from $225
• $AAPL announced a new 14-inch MacBook Pro and iMac featuring the M6 chip
The margins for Anthropic are "good and getting better," according to @CoryTV, who adds that it's the "fastest-growing business in history."
He analyzes the company's business model and discusses how sustainable its growth is.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
Jim Neesen shares his key takeaways from Anthropic's S-1 filing, including the potential risks, market impact and current IPO landscape, with @sam_vadas.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
.@TomWhite_S highlights $BA shares falling after CEO Kelly Ortberg announced the planemaker will delay its 737 Max production ramp-up and fall short of its 2026 delivery goals.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
Schwab Network retweeted
AI financing remains in focus as tech stocks rise.
@sam_vadas covers the latest from $AVGO, Anthropic, $NVDA, $AMD and $META, plus what to watch from the Fed and Mag 7 earnings.
For more: schwabnetwork.com/?CID=SM:Tw…
AI financing remains in focus as tech stocks rise.
@sam_vadas covers the latest from $AVGO, Anthropic, $NVDA, $AMD and $META, plus what to watch from the Fed and Mag 7 earnings.
For more: schwabnetwork.com/?CID=SM:Tw…
$SOFI is a unique stock in the fintech space, says Keith Buchanan, especially in the way it accrues customers.
He explains how earnings show ways the company has "grown up."
@RunnymedeCap believes SoFi's earnings challenges pessimism from investors that the stock deserves a heightened premium.
Looking ahead, Andrew says it will be paramount to see how SoFi can maintain growth in the face of an uncertain economic backdrop.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
From durable goods to consumer confidence, @KevinHincksCS breaks down the latest reads on the economy.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
Schwab Network retweeted
Did you catch this? What to watch on Wall Street today w/@KGBULLANDBEAR👇
.@KGBULLANDBEAR sets up Tuesday's market action with @DianeKingHall:
• Futures higher as crude oil pulls back
• Anthropic secures $63 billion debt deal for $AVGO AI chips
• $NVDA to invest $3 billion in $META's equity offering
• $GLW rises on earnings double beat
• Levels to watch on the S&P 500
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
3 stocks, 3 charts and 3 example trades.
@JessInskip_ takes a look at $AAPL, $MU and $LITE, while @KGBULLANDBEAR goes through the technicals.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
Schwab Network retweeted
🇨🇳Chinese stocks sink deeper into bear market as 5y govt bond yield drops to record low
🇰🇷BIG tech weakness in China on rotation back into South Korea ahead of $SKHY earnings
🇪🇺European banks weighed down by $HSBC results
🇪🇺🇯🇵ECB and BOJ both expected to pause this week before Dec hikes
Michelle Gibley joins #MorningTradeLive and host @sam_vadas to discuss the implications of the AI flywheel of capital to fund capacity, as well as other global central bank decisions this week.
📽️ The Big 🖼️ on @SchwabNetwork
xitter.cf/i/broadcasts/1Nxarobjv…
Broadcom (AVGO) and Anthropic have finalized a massive AI financing deal.
@MarleyKayden breaks down the details and market reaction, while Tim Biggam outlines an example options trade for $AVGO.
For more: schwabnetwork.com/?CID=SM:Tw…
Schwab Network retweeted
Regardless of income level .@ramit says most people don’t plan and there’s where the problems show up
.@ramit discusses with @DianeKingHall the common money problems that affect people across all income levels, including a skill he says most of us lack.
Watch the full interview here: schwabnetwork.com/shows/mark…
Arup Datta explains why a balanced mix of value, growth and quality can help investors navigate volatile markets, inflation and shifting Fed expectations.
He sees opportunities in cheaper European and Asian markets and says AI and $NVDA GPUs are making quantitative research faster and more productive.
His quant signals favor $SM, $HPE and $BAC, with each offering different combinations of value, growth and quality.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
Anthropic is preparing to go public with a staggering $417 billion in future spending commitments.
@NPetallides walks through the numbers behind the AI giant’s IPO filing and some of the risks investors will be watching.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
Schwab Network retweeted
$ULTA is up more than 35% off the summer lows and bull-flagging at potential resistance
@SchwabTrading @SchwabNetwork #SchwabCoaching *not a recommendation
Schwab Network retweeted
Michelle Gibley joins #MorningTradeLive and host @sam_vadas to discuss the implications of the AI flywheel of capital to fund capacity, as well as other global central bank decisions this week.
📽️ The Big 🖼️ on @SchwabNetwork
xitter.cf/i/broadcasts/1Nxarobjv…