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
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.
November 12, 2026
Nvidia's Huang Resigns, Tech Stocks Drag Market
The resignation of Nvidia's CEO Jensen Huang after affair scandals sent the Nasdaq reeling today and hurt other indexes. A weak outlook from Nebius also weighed on tech.
November 12, 2026
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.
November 12, 2026
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.
November 11, 2026
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.
November 10, 2026
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
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
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
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
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
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
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
Q3 Bank Earnings: Muddier Waters to Navigate
Amid potentially slowing IPO demand and the Fed's first interest rate hike in three years, the outlook for this quarter's bank earnings enters a more challenging phase.
October 12, 2026
How Do Rising Rates Impact Global Equities?
Rising rates can affect global equities. Learn why the pace of yield increases, earnings strength, and diversification matter.
October 12, 2026
Midterms: Policy, Politics & Your Portfolio
Political rhetoric is on a 24-hour loop in the runup to the midterms. But does any of it matter to the markets? What should investors be watching?
October 8, 2026
Inside Job(s): AI's Labor Market Impact
AI's labor-market impact remains limited but uneven, as productivity and profits outpace hiring and import-heavy investment dampens U.S. job growth.
October 7, 2026
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