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Looking for profit margin benefit from AI adoption in earnings, says Charles Schwab's Sonders
Youtube· 2025-10-28 13:54
What should you be doing with your money to get ready. Well, joining us now is Charles Schwab, chief investment strategist, Lisanne Saunders. Uh, Lizanne, great to have you as always for some perspective.>> Thanks, John. >> Let let me back it up here and ask, how important are both AI spending and the idea of AI spending for this market. And I mean both capex from these big tech companies and evidence that they're showing that they're able to monetize that capex.>> Well, you know, so far so good in terms of ...
Most retail traders feel cautiously bullish, says Charles Schwab's Kostulias
CNBC Television· 2025-10-28 13:46
CNBC’s “Fast Money” team discusses retail trader sentiment with James Kostulias, head of trading services at Charles Schwab. ...
Most retail traders feel cautiously bullish, says Charles Schwab's Kostulias
Youtube· 2025-10-28 13:46
Core Insights - Retail investors exhibit a strong sense of confidence, with 57% identifying as bullish despite various market risks [1][2] - The perception of the market being overvalued has increased from 57% to 67% [2] - There is a cautious bullishness among retail investors, characterized by hedging activities and strategic trading behaviors [3] Investor Sentiment - The current bullish sentiment of 57% matches an all-time high, indicating a stable level of confidence [2] - Retail investors are engaging in protective strategies, such as using options and collars, reflecting a mix of caution and opportunism [3][5] Market Behavior - Retail investors have shown a tendency to buy the dip, particularly noted since April, with significant net buying observed during market turbulence [5][6] - The technology sector, particularly information technology, is the most favored among retail investors, followed by utilities and energy [6] Sector Focus - There is a notable interest in sectors related to AI and energy, with specific mention of companies like Iron gaining popularity among retail investors [8] - The shift in focus from traditional crypto plays to newer names indicates a changing landscape in investor preferences [8]
Bullish Uptrend to Begin Week Ahead of Tech Earnings, Fed Decision and Geopolitical Trade Talks
Youtube· 2025-10-27 15:01
Welcome back to Morning Trade Live. It is now time for the big picture. Let's welcome in the team from Charles Schwab for this Monday.Nathan Peterson, director of derivatives analysis of Schwab Center for Financial Research and Colin Martin, director and fixed income strategist, Schwab Center for Financial Research. Okay, let's start with you Nathan just as far as your take on the action we're seeing this morning off the back of the weekend's development between the US and China. What do you make of it.>> Y ...
Use These Schwab Strategies to Maximize Your Roth Conversion
Yahoo Finance· 2025-10-27 04:00
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Converting a traditional IRA to a Roth IRA can help you minimize taxes in retirement. But executing the conversion strategically is key to maximizing the benefits. A recent Schwab retirement planning report recommends three tactics to reduce your Roth conversion tax bill: max out your current bracket, spread conversions over multiple years and start planning early for tax changes. Any or all can be effectiv ...
Charles Schwab: High Platform Profitability
Seeking Alpha· 2025-10-24 14:00
Core Insights - The article discusses the investment position of the analyst in SCHW shares, indicating a beneficial long position through various means such as stock ownership and options [1]. Group 1 - The analyst expresses personal opinions regarding the investment without receiving compensation from any company mentioned [1]. - There is a clear distinction made that past performance does not guarantee future results, emphasizing the uncertainty in investment outcomes [2]. - The article highlights that the views expressed may not reflect those of Seeking Alpha as a whole, indicating a diversity of opinions among analysts [2].
The Charles Schwab Corporation (SCHW): A Bull Case Theory
Yahoo Finance· 2025-10-22 18:35
We came across a bullish thesis on The Charles Schwab Corporation on CosmicCapital’s Substack’s Substack by CosmicCapital. In this article, we will summarize the bulls’ thesis on SCHW. The Charles Schwab Corporation's share was trading at $94.00 as of October 6th. SCHW’s trailing and forward P/E were 24.92 and 17.27 respectively according to Yahoo Finance. 10 Chinese Tech Stocks to Buy Now Charles Schwab Corporation (SCHW) is positioned to benefit from a normalization in cash balances following a period ...
More to the U.S. economy than just the AI trade, says Alliance Bernstein's Jim Tierney
CNBC Television· 2025-10-21 19:36
So how big of a deal are earnings going to be to the markets and your investments. Jim Tierney is Alliance Bernstein, CIO of US concentrated growth and joins us on set. Jim, welcome.>> Thank you. Still earlyish overall. Have you been happy with the earnings numbers.>> Really good earnings number and and something important happened between the second quarter and third quarter. Estimates actually went up. So it's not like we're setting a low bar and we're jumping over the low bar.Estimates went up over the l ...
More to the U.S. economy than just the AI trade, says Alliance Bernstein's Jim Tierney
Youtube· 2025-10-21 19:36
So how big of a deal are earnings going to be to the markets and your investments. Jim Tierney is Alliance Bernstein, CIO of US concentrated growth and joins us on set. Jim, welcome.>> Thank you. Still earlyish overall. Have you been happy with the earnings numbers.>> Really good earnings number and and something important happened between the second quarter and third quarter. Estimates actually went up. So it's not like we're setting a low bar and we're jumping over the low bar.Estimates went up over the l ...
Schwab Post-Earnings: Stock About 25% Undervalued (And Probably More)
Seeking Alpha· 2025-10-21 19:08
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