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Schwab Market Update
Schwab Market Update Podcast

After Tech-Led Rally, More AI-Related Results Loom

Yesterday's relief rally triggered by CoreWeave results faces a test today as Nebius, Cisco, and Applied Materials report. Investors brace for PPI Friday as rate hike odds rise.

Looking to the Futures

Looking to the Futures

Natural Gas prices gave up early gains yesterday despite expectations of forecasts shifting colder and pushing heating demand higher.

WashingtonWise Can new Congress Deliver What Voters Asked For? Ep. 149
Washington Wise

Can New Congress Deliver What Voters Asked For?

The midterm elections brought massive change to the balance of power in Washington and the country. Democrats now face challenges to deliver what voters want.



Schwab Market Update
Schwab Market Update Podcast

With Bonds Closed, Investors Mull Earnings, CPI

After Tuesday's retreat, stocks lack direction with the bond market closed for Veteran's Day. Investors might ponder CoreWeave results and are still digesting the hot October CPI.

Bond Insights

How to Build a Bond Portfolio

Learn about the four key things we suggest investors understand about bond investing, from how bonds work to why today's yields may still offer opportunities.

Today's Options Market Update

Today's Options Market Update

Results from neocloud firm CoreWeave improved tech's mood this morning despite yesterday's unpleasant CPI and talk of more rate hikes. Bond trading is closed for the holiday.

Schwab Market Update
Schwab Market Update Podcast

CPI Next, with Big Implications for Rates, Market

Today's 8:30 a.m. ET Consumer Price Index is seen cooling, but hot numbers could hurt stocks on rate fears after Monday's strong rally. Nvidia remains in focus, along with crude.

Q3 Tech Earnings Preview: AI Trade Under Pressure

Chip, software, and cybersecurity stocks headline the next wave of tech earnings. Here's what investors should watch as the AI trade wavers and spending growth slows.

image of a room full of computer servers

The AI Innovation Cycle: Scenarios and Signposts

The AI innovation cycle is early stage and investment is surging, with uncertain outcomes. Four scenarios and key signposts can help investors assess how the AI cycle may evolve.