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

Amazon, Apple Results Eyed After Risk-off Session

Strong results from Amazon and a decent showing from Apple are in the spotlight after risk-off sentiment, big losses for Meta, and weak chip stocks took some sizzle off the rally.
October 31, 2025

Weekly Trader's Outlook

All of the majors, sans the Russell 2000, hit fresh record highs this week which was largely supported by strength in mega-cap tech. While a 25-basis-point cut from the Fed also didn't hurt, the future trajectory of rate policy remains cloudy.
October 31, 2025

Treat After Trick: Stocks Rebound on Amazon, Apple

After yesterday's mega-cap driven sell-off, stocks found new life on Halloween from Amazon and Apple. Fed speakers return today, and next week will have data despite the shutdown.
October 31, 2025

Looking to the Futures

Soybean futures played a pre-Halloween trick on bearish traders yesterday, rising on positive trade news from President Trump and President Jinping in South Korea.
October 31, 2025

3 Ways to Navigate Mega-Cap Concentration Risks

Mega-cap concentration in the S&P 500 index recently reached its highest level in more than 35 years. Is your portfolio prepared for the related concentration risks?
October 30, 2025

Mega Cap Results, Fed Cut Digested with Apple Next

Fed Chairman Powell's hawkish rate talk cooled Wednesday's rally, and two of the three mega caps saw shares fall despite exceeding consensus. Apple and Amazon report later today.
October 30, 2025

How Well Do You Know Market Cap?

Market capitalization is a key guidepost for anyone building a portfolio. Here's what to know.
October 29, 2025

Fed Cuts Rates for the Second Time This Year

The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, dissenting votes may cloud the path forward.
October 29, 2025

How to Effectively Read the Fed's Beige Book

Effectively reading the Federal Reserve's Beige Book can help investors spot economic, industry, and consumer trends that could potentially impact investment portfolios.
October 29, 2025

Mega Caps Step to Plate, Fed Rate Cut Seen Likely

Alphabet, Microsoft, and Meta Platforms report after the close with all eyes on AI spending trends. The Fed is expected to cut rates 25 basis points, futures trading suggests.
October 29, 2025

Solana ETPs Cleared to Trade: What to Know

Trading of solana ETPs started October 28, 2025, but investors should proceed with caution.
October 28, 2025

Round Lots Regulatory Changes

New regulations will impact how bid, ask, and last sizes display on Schwab platforms starting Nov. 3, 2025. The updates will take effect automatically—no client action is required.
October 28, 2025

Q3 Tech Earnings Preview: All Eyes on AI Spending

As major tech firms report this week and next, investors will focus on how much they're spending on AI. Cloud competition is also top of mind, along with early iPhone 17 sales.
October 27, 2025

Fed, Mega Caps, China Dominate Action-Packed Week

This week offers something for everyone including a Fed meeting, five mega cap reports, and China trade talks. Mega cap results might have the most impact, with expectations high.
October 27, 2025

Better Days (for Earnings)

Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.
October 27, 2025

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.
October 24, 2025

Unbalanced Butterfly and Strong Directional Bias

A guide to using unbalanced butterflies for traders who have a strong directional bias but want to generate income and ensure they have defined risk.
October 23, 2025

A Guide to the Covered Strangle Options Strategy

Learn how covered strangles can potentially help traders earn extra income from options and manage their stock positions during periods of sideways trading.
October 22, 2025

Market Awaits Netflix, Lockheed amid Data Outage

The long government shutdown keeps data from crossing the wire, but investors can get a sense of the economy's performance today from consumer names like Netflix and Coca-Cola.
October 21, 2025

Is It a Good Time to Consider Japanese Stocks?

Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.
October 20, 2025

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