Experts offer their insights on the U.S. and global markets

Successful investing begins with being informed. Read the insights of top Schwab professionals and keep up with the daily flux of the stock market.

US Market Commentary

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.
November 9, 2026

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.
November 9, 2026

After Sell-Off, Investors Brace for Inflation Data

Today's light calendar belies an important week for inflation reports, Fed speakers, and Treasury auctions. Tomorrow's CPI is the key data following Friday's robust jobs report.
November 9, 2026

Stocks Up Despite Nvidia, Lifted by Crude's Drop

Major indexes rebounded early from last week's selloff, helped by falling crude and yields. Nvidia plunged 5% on concerns about its CEO, while other chip stocks mostly rose.
November 9, 2026

Looking to the Futures

Heating Oil futures (/HO) traded slightly lower on Friday, with December ULSD settling near $4.33 per gallon.
November 9, 2026

Chips Sink, Consumers Strain, Congress Shifts

Chips slide into a bear market and test whether the market can hold up beyond AI. Elsewhere, consumers show strain and a debt ceiling fight looms as Congress changes hands.
November 7, 2026

Weekly Trader's Outlook

The weight of the evidence appears to be shifting toward increased downside risks for equity markets.
November 6, 2026

Jobs Report On-Deck After Tech-led Market Carnage

All eyes will be on the October nonfarm payrolls report today, with investors hoping for positive news after markets plunged yesterday amid fears of an AI buildout slowdown.
November 6, 2026

Stocks Plunge on AI Fears, Volatility Erupts

Stocks suffered their worst session in well over a year as AI and tech stocks plunged on concern that the election results might dramatically slow AI spending. Volatility soared.
November 5, 2026

After Rally on Election Rout, Key Jobs Data Looms

Yesterday's rally, driven by consumer-oriented sectors on hopes the election could calm inflation and geopolitical turbulence, precedes Friday's critical nonfarm payrolls report.
November 5, 2026

Spinning Wheel: What Goes Up…

Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.
November 4, 2026

Election Top of Mind but AMD, AI Results Impress

While Tuesday's U.S. mid-term vote dominates headlines, the tech sector got a boost from strong results reported by Advanced Micro Devices and other AI firms. Arm reports later.
November 4, 2026

Vote Looms with Tech in Retreat, Apple in Focus

U.S. mid-term elections today could give Democrats more control. This comes as tech shares continue to retreat and investors mull results late yesterday from Apple and Palantir.
November 3, 2026

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.
October 30, 2026

What Is Day Trading? How It Works and Key Risks

Learn how day trading works, common strategies like scalping and momentum trading, risks involved, and how it differs from long-term investing.
October 29, 2026

Divided Fed Chooses Patience, Leaves Rates Unchanged

The Federal Reserve decided to wait for more data rather than raise rates at its October meeting. Two policymakers dissented, favoring a rate hike of a quarter percentage point.
October 28, 2026

Skip the Midterm Noise—Think Like the Markets

Markets may be unfazed by midterm results, but a new Congress will bring changes and lots of headlines. So what should investors be watching?
October 22, 2026

Q3 Tech Earnings Preview: Can AI Save the Day?

Here's what to watch as the Magnificent Seven report earnings, from AI monetization and spending plans to headwinds from persistent inflation and rising Treasury yields.
October 20, 2026

Schwab Market Perspective

Our point of view on recent market and economic activity.
October 16, 2026

Panic Is Not a Strategy—Nor Is Greed

Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
October 15, 2026

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