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# ![@SchwabNetwork Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::872519322077470721.png) @SchwabNetwork Schwab Network

The Federal Reserve is in focus, with Chair Jerome Powell testifying before Congress, reiterating a careful wait-and-see stance on interest rates, and Governor Christopher Waller suggesting a possible rate cut as soon as July. Meanwhile, market attention is also on the Middle East, where a ceasefire between Israel and Iran appears to be holding, leading to lower oil prices. Additionally, several companies, including Tesla, Nvidia, and Micron, are making headlines with updates on their services, products, and earnings reports.

### Engagements: XXXXXX [#](/creator/twitter::872519322077470721/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::872519322077470721/c:line/m:interactions.svg)

- X Week XXXXXXX +36%
- X Month XXXXXXX +12%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +40%

### Mentions: XX [#](/creator/twitter::872519322077470721/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::872519322077470721/c:line/m:posts_active.svg)

- X Week XXX +0.56%
- X Month XXX +5.30%
- X Months XXXXX +55%
- X Year XXXXX +89%

### Followers: XXXXXX [#](/creator/twitter::872519322077470721/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::872519322077470721/c:line/m:followers.svg)

- X Week XXXXXX +0.15%
- X Month XXXXXX +0.71%
- X Months XXXXXX +3.60%
- X Year XXXXXX +10%

### CreatorRank: XXXXXXX [#](/creator/twitter::872519322077470721/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::872519322077470721/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::872519322077470721/influence)
---

**Social category influence**
[stocks](/list/stocks)  #5474 [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [exchanges](/list/exchanges)  #873 [fashion brands](/list/fashion-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[investment](/topic/investment) #1889, [china](/topic/china) #3500, [stocks](/topic/stocks) #1538, [$tsla](/topic/$tsla) #262, [infrastructure](/topic/infrastructure) #2804, [$jpm](/topic/$jpm) #131, [goldman sachs](/topic/goldman-sachs) #266, [$orcl](/topic/$orcl) #308, [oracle](/topic/oracle) #1161, [$nflx](/topic/$nflx) #1582

**Top accounts mentioned or mentioned by**
[@npetallides](/creator/undefined) [@tomwhite_s](/creator/undefined) [@dianekinghall](/creator/undefined) [@rickducat](/creator/undefined) [@jbhorne](/creator/undefined) [@tomwhites](/creator/undefined) [@kevinhornercs](/creator/undefined) [@mrmind_agent](/creator/undefined) [@samvadas](/creator/undefined) [@jessinskip](/creator/undefined) [@kgbullandbear](/creator/undefined) [@kevinhinckscs](/creator/undefined) [@schwabresearch](/creator/undefined) [@benwatsoncs](/creator/undefined) [@joemazzolacs](/creator/undefined) [@marleykaydens](/creator/undefined) [@tman1138pm](/creator/undefined) [@ojrenick](/creator/undefined) [@lizannsonders](/creator/undefined) [@clinewoods](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [JPMorgan Chase (JPM)](/topic/$jpm) [Goldman Sachs (GS)](/topic/goldman-sachs) [Oracle Corporation (ORCL)](/topic/$orcl) [Netflix Inc (NFLX)](/topic/$nflx) [Citigroup Inc (C)](/topic/citigroup) [Wells Fargo & Co (WFC)](/topic/$wfc) [GammaSwap (GS)](/topic/$gs) [Apple, Inc. (AAPL)](/topic/$aapl) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Intel Corporation (INTC)](/topic/$intc) [Taiwan Semiconductor (TSM)](/topic/$tsm) [American Express Company (AXP)](/topic/$axp) [Micron Technology, Inc. (MU)](/topic/$mu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Coca-Cola Co (KO)](/topic/$ko) [Limitus (LMT)](/topic/$lmt) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Bank of America (BAC)](/topic/bank-of-america) [Basis Cash (BAC)](/topic/$bac) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [DAOLaunch (DAL)](/topic/$dal) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Boeing Co (BA)](/topic/$ba) [Johnson & Johnson (JNJ)](/topic/johnson-johnson) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Spotify Technology (SPOT)](/topic/$spot) [Hertz Global Holdings, Inc Common Stock (HTZ)](/topic/hertz) [Hertz Network (HTZ)](/topic/$htz) [Carvana Co. (CVNA)](/topic/$cvna) [Central African Republic Meme (CAR)](/topic/$car) [Constellation Energy Corp (CEG)](/topic/$ceg) [Zscaler Inc (ZS)](/topic/$zs) [GE Vernova Inc. (GEV)](/topic/$gev) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Neenah, Inc. Common Stock (NP)](/topic/$np) [TrueBit (TRU)](/topic/$tru) [Effect.AI (EFX)](/topic/$efx) [Fair Isaac, Corp. (FICO)](/topic/$fico) [FedEx Corporation (FDX)](/topic/$fdx) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Levi Strauss & Co. Class A Common Stock (LEVI)](/topic/$levi) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [MP Materials Corp. (MP)](/topic/$mp) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Pfizer, Inc. (PFE)](/topic/$pfe) [Verizon Communications Inc. (VZ)](/topic/$vz) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts [#](/creator/twitter::872519322077470721/posts)
---
Top posts by engagements in the last XX hours

"Hertz $HTZ is rallying after announcing it will start selling used cars from its rental business on Amazon Autos. Shares of competitors likeCarvana $CVNA and Avis Budget Group $CAR are falling on the announcement. Hertz and Amazon will start offering their service within XX miles of Dallas Houston Los Angeles and Seattle with plans to expand to Hertz Car Sales' XX locations across theU.S. Now you can conveniently shop our maintained-from-day-one vehicles on the online marketplace of well just about everything else Hertz said on its website. Just shop at Amazon Autos and pick up at your local"  
[X Link](https://x.com/SchwabNetwork/status/1958173437827875220) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-08-20T14:25Z 76.1K followers, 3164 engagements


".@StevenDickens3 calls $HPE earnings and Juniper Networks acquisition a 'career-defining' moment for the CEO. @MasSubestimado sees HPE as an ROI play for AI and predicts further growth with stronger partnerships like $INTC or $AVGO"  
[X Link](https://x.com/SchwabNetwork/status/1963697324053434678) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-09-04T20:15Z 76.1K followers, 2776 engagements


".@IvanaSpear highlights companies beyond chipmakers set to benefit from A.I. including $CEG for its electricity production and cybersecurity stocks like $CRWD and $ZS. @TomWhite_S discusses options trades in $CEG and $GEV"  
[X Link](https://x.com/SchwabNetwork/status/1973447828279083030) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-01T18:00Z 76.1K followers, 3432 engagements


"In an interview with @NPetallides @NeptuneFlood CEO @dartmouth94 said the company went public on the same day its main competitor closed for business. Neptune the nations largest private flood insurer began trading on the @NYSE Wednesday under the ticker symbol $NP. The companys first trade comes as the U.S. government has shut down meaning the National Flood Insurance Program (NFIP) isnt accepting applications or processing new claims. "We want to make sure Americans can understand that for 1300 people trying to close on their homes today in places that require flood insurance they can be"  
[X Link](https://x.com/SchwabNetwork/status/1973469552651674009) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-01T19:26Z 76.1K followers, 2634 engagements


"October X 2025 Shares of nationwide credit bureaus TransUnion $TRU and Equifax$EFX fellafter Fair Isaac $FICO unveiled a program that lets mortgage lenders calculate and deliver FICO scores directly to customers Tesla $TSLA said it delivered 497099 cars in the third quarter a XXXX% increase from the second quarter and XXX% higher than the third quarter of 2024.But the stock fell as competitor Rivian $RIVNlowered its annual deliveries forecast range bracing for uncertainty ahead due to theexpirationof federal tax credits Warren Buffetts Berkshire Hathawayreached a deal to buy Occidental"  
[X Link](https://x.com/SchwabNetwork/status/1973844607399313698) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-02T20:16Z 76.1K followers, 1696 engagements


".@J_B_Horne shares the three things that investors should know before market open today including the latest on xAI Tesla $TSLA and FedEx $FDX. For more:"  
[X Link](https://x.com/SchwabNetwork/status/1975901312513695813) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-08T12:29Z 76.1K followers, 1528 engagements


"Mortgage applications dropped XXX% from a week earlier according to the Mortgage Bankers Association (MBA) Survey for the week ending Oct. X. The average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances ($806500 or less) decreased to XXXX% from XXXX% the MBA said. With mortgage rates on fixed-rate loans little changed last week refinance application activity generally declined with the exception of a modest increase for FHA refinance applications said Mike Fratantoni MBAs SVP and chief economist. For more:"  
[X Link](https://x.com/SchwabNetwork/status/1975947156268662873) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-08T15:31Z 76.1K followers, 1437 engagements


"Confluent $CFLT shares are higher Wednesday after Reuters reported that the data software company is exploring a sale. The report said Confluent is working with an investment bank on the sale process after "private equity firms and other technology companies expressed their interest to the company in buying it." The processis in early stages and sources cautioned that no deal is guaranteed. For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1975980003138453614) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-08T17:41Z 76.1K followers, 2038 engagements


"During their September meeting the Federal Open Market Committee expressed openness to further rate cuts this year minutes show. Most judged that it likely would be appropriate to ease policy further over the remainder of this year the Sept. 16-17 meeting minutes say. Though the majority of participants emphasized upside risks to their outlooks for inflation. Some participants noted that by several measures financial conditions suggested that monetary policy may not be particularly restrictive which they judged as warranting a cautious approach in the consideration of future policy changes"  
[X Link](https://x.com/SchwabNetwork/status/1976007689835774283) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-08T19:32Z 76.1K followers, 1620 engagements


"Here's a look at what's on @sam_vadas and @MarleyKayden's radar for tomorrow: PepsiCo's (PEP) fiscal third-quarter earnings before the opening bell with investor watching for signs of improving sales trends and any updates from management about its engagement with activist investor Elliott Investment Management How Levi Strauss (LEVI) which is set to announce its fiscal third-quarter earnings after the closing bell is navigating tariffs and its potential impact on profits For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1976023379397288182) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-08T20:34Z 76.1K followers, 1734 engagements


".@KevinHincksCS goes through Nvidia's main partnerships and investments with companies including OpenAI xAI CoreWeave Arm Holdings Applied Digital Nebius Recursion Pharmaceuticals and WeRide. The chipmaker has participated in funding rounds for over XX companies since the beginning of 2024 an average of nearly five deals per month. For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1976315116262920381) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-09T15:53Z 76.1K followers, 1428 engagements


"China has expanded export controls for rare earths Chinas Ministry of Commerce said on Thursday. Following shares of rare earth and mining companies jumped. USA Rare Earth $USAR popped XX% Energy Fuels $UUUU rose XX% and Ramaco Resources $METC gained 11.5%. MP Materials $MP increased X% Lithium Americas $LAC gained X% and Trilogy Metals $TMQ rose 5%. Markets are seemingly speculating on the potential for the White House to further invest in the industry as the U.S. creates a domestic critical mineral supply chain. The U.S. government has already garnered stakes in MP Materials Lithium"  
[X Link](https://x.com/SchwabNetwork/status/1976319454335406423) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-09T16:10Z 76.1K followers, 1576 engagements


"CoreWeave CEO Michael Intrator thinks that the various deals within the AI sector are fundamental infrastructure buildout rather than circular investment. Theres a narrative out there right now that has to deal with circular investment and I think its fundamentally flawed Intrator told CNBC. CoreWeave an AI cloud computing company has established many agreements across the industry including with AI giants like OpenAI Meta and Nvidia. The reality of the situation is really large really important technology companies across the space are buying infrastructure to deliver it to their clients"  
[X Link](https://x.com/SchwabNetwork/status/1976337844911407195) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-09T17:23Z 76.1K followers, 1830 engagements


".@JoeMazzolaCS said that when you look at the broader market "it's not just an equity story" it's a gold and digital currency story with "money flowing into these markets right now." Plus a look at the bifurcated U.S. economy and the state of the current bull market. For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1976661646295564435) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-10T14:50Z 76.1K followers, 2446 engagements


"David Darst chief investment officer @americanaprtnrs told @NPetallides that there could easily "come a correction of X% to 10%" in the markets but could "probably go up another X% in the fourth quarter." His current stock picks: Pfizer (PFE) Verizon (VZ) and SPDR Gold Trust (GLD). For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1976702871161696368) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-10T17:34Z 76.1K followers, 2434 engagements


"Microsoft is facing data center shortages in key U.S. regions including Northern Virginia and Texas as AI demand overwhelms Azure capacity. New subscriptions for Azure cloud services are restricted in these areasthrough2026 according to Bloomberg citing the company's internal forecasts. Azuregenerated more than $XX billion during the 2025 fiscal year. A Microsoft spokespersontold the publicationthat a majority of Azure services and regions in the U.S. have available capacity so that existing customers with deployed workloads can continue to grow. In some cases of unplanned demand spikes the"  
[X Link](https://x.com/SchwabNetwork/status/1976724814992920592) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-10T19:01Z 76.1K followers, 1954 engagements


".@shanas621 sees headline-driven market sell-offs like Friday's over Trump's tariff threat as buying opportunities. She advises on protecting against volatility in case of sustained economic weakness and highlights $MRVL and $LDOS as stocks that can withstand volatility"  
[X Link](https://x.com/SchwabNetwork/status/1976734236758475027) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-10T19:39Z 76.1K followers, 2798 engagements


".@J_B_Horne shares the three things that investors should know before market open today: Futures are moving higher after President Trump softened his tone on China JPMorgan Chase $JPM announced it is investing up to $XX billion over XX years in select companies that are critical to national security Palo Alto Networks $PANW is trading higher after BTIG upgraded the stock to buy For more:"  
[X Link](https://x.com/SchwabNetwork/status/1977714482345341284) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-13T12:34Z 76.1K followers, 2066 engagements


".@AlphaTONCapital CEO Brittany Kaiser @OwnYourDataNow and @SkyBridge Capital and @SALTConference Founder Anthony @Scaramucci join @MarleyKayden on Trading XXX to discuss crypto and AlphaTON's innovative approach to funding cancer research through asset tokenization. Tune in tomorrow at 11:30am ET:"  
[X Link](https://x.com/SchwabNetwork/status/1977817266390696030) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-13T19:22Z 76.1K followers, 3446 engagements


"Bloom Energy $BE shares rallied XX% on Monday as it announced a deal with Brookfield Asset Management $BAM. Brookfield will invest up to $X billion in Bloom Energy to deploy Blooms fuel cells at AI data centers. AI infrastructure must be built like a factorywith purpose speed and scale KR Sridhar Bloom Energy CEO said in a release. For more:"  
[X Link](https://x.com/SchwabNetwork/status/1977834210393194908) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-13T20:29Z 76.1K followers, 2453 engagements


".@Scaramucci said @OwnYourDataNow is looking at "one of the best layer one technologies that's going to be adopted by the most people." "There's just a prolific amount of use per TON" inside Telegram's ecosystem he added. For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1978134527538061503) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-14T16:23Z 76.1K followers, 14.2K engagements


"General Motors said Tuesday it will record a negative impact of $XXX billon in its next quarter after tax incentives for electric vehicles (EVs) wereslashed by the U.S.and rules governingemissions are relaxed. Following recent U.S. government policy changes including the termination of certain consumer tax incentives for EV purchases and the reduction in the stringency of emissions regulations we expect the adoption rate of EVs to slow the company saidin a regulatory filing. The$7500 tax credit for new EVs ended last monthand analysts expect a drop in sales that will likely linger into the"  
[X Link](https://x.com/SchwabNetwork/status/1978174219675484463) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-14T19:01Z 76.1K followers, 1694 engagements


"Federal Reserve Chair Jerome Powell signaled that hes open to further rate cuts this year mentioning a weakening labor market. While the unemployment rate remained low through August payroll gains have slowed sharply likely in part due to a decline in labor force growth due to lower immigration and labor force participation Powell said on Tuesday. In this less dynamic and somewhat softer labor market the downside risks to employment appear to have risen. He repeated that theres no risk-free path for policy. In cutting rates too quickly we may leave the inflation job unfinished Powell said."  
[X Link](https://x.com/SchwabNetwork/status/1978188484230947138) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-14T19:57Z 76.1K followers, 1791 engagements


"Mortgage applications dropped XXX% from a week earlier according to the Mortgage Bankers Association (MBA) Survey for the week ending Oct. XX. The average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances ($806500 or less) decreased slightly to XXXX% from XXXX% the MBA said. Overall mortgage rate movements were mixed last week . Mortgage applications were lower than the week before said Joel Kan MBAs Vice President and Deputy Chief Economist. Purchase applications declined for the third consecutive week but remained XX% ahead of last years pace as improving"  
[X Link](https://x.com/SchwabNetwork/status/1978476535871902041) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-15T15:02Z 76.1K followers, 1286 engagements


"Markets moved higher in the morning session on Wednesday as strong bank earnings offset renewed U.S.-China trade tensions. Bank of America $BAC and Morgan Stanley $MS beat earnings expectations and both stocks popped on the news. That follows upbeat reports from Goldman Sachs $GS JPMorgan Chase $JPM Wells Fargo $WFC and others this week. @sam_vadas breaks it all down in todays market check-in. For more:"  
[X Link](https://x.com/SchwabNetwork/status/1978511079870218509) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-15T17:19Z 76.1K followers, 1630 engagements


"Dollar Tree $DLTR sharesare higher Wednesdayafter it projected earnings per share to gain at a compound rate of as much as XX% over the next three years. Theretailersaid earnings per share is expected to grow by a high-teens percentage in fiscal 2026 due to cost benefits. Dollar Tree's reported that its same-store sales grew by XXX% in the third quarter. The company said itrepurchased XXX million shares for approximately $XXX million during the quarter. We are excited about this new chapter in Dollar Trees history. We are enhancing our value and customer focus as a multi-price"  
[X Link](https://x.com/SchwabNetwork/status/1978523190537421253) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-15T18:07Z 76.1K followers, 1557 engagements


"Here's a look at what's on @sam_vadas and @MarleyKayden's radar for tomorrow: Taiwan Semiconductor Manufacturing Co $TSM set to release its third-quarter earnings with analysts expecting another quarter of solid growth driven by surging AI chip demand Regional bank earnings with analysts expecting potential growth for some regional lenders and will give a broader look at the economy Fed's Stephen Miran speaking again after he said two more rate cuts this year sounds realistic" along with remarks from Christopher Waller Michael Barr and Michelle Bowman For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1978561368761729194) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-15T20:39Z 76.1K followers, 1972 engagements


".@J_B_Horne shares the three things that investors should know before market open today including the latest on United Airlines $UAL Salesforce $CRM and Lululemon $LULU. For more:"  
[X Link](https://x.com/SchwabNetwork/status/1978805633139785777) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-16T12:50Z 76.1K followers, 1509 engagements


"Agricultural stocks like Bunge Global $BG and Archer-Daniels-Midland $ADM surged on Wednesday after President Trump threatened to restrict cooking oil imports from China calling it retribution for China not buying U.S. soybeans. @J_B_Horne explains the market movement as this weeks main character. For more:"  
[X Link](https://x.com/SchwabNetwork/status/1978849648161739004) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-16T15:44Z 76.1K followers, 1514 engagements


"Shares of$HPE are down nearly XX% after Hewlett Packard Enterprisegave an outlook for profit and cash flow for the fiscal year ending Oct. XX 2026 that fell short of analysts estimates. The server and supercomputer makersaid adjusted earnings per share would come in between $XXXX and $XXXX and the revenue growth range would be between X% and 10%. For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1978883443980406873) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-16T17:59Z 76.1K followers, 2189 engagements


"U.S. homebuilder sentiment improved this month the National Association of Home Builders (NAHB) Housing Market Index (HMI) shows. The NAHB HMI hit XX in October which was the highest reading since April but remained below the breakeven point of XX. Its index gauging future sales expectations jumped to XX surpassing the XX level for the first time since last January. Any reading above XX signals a favorable outlook from builders and vice versa. The HMI gain in October is a positive signal for 2026 as our forecast is for single-family housing starts to gain ground next year said NAHB Chief"  
[X Link](https://x.com/SchwabNetwork/status/1978892675890974888) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-16T18:35Z 76.1K followers, 1634 engagements


"Shares of Oracle $ORCL jumped X% afterthe companyshared its margin expectations for large AI infrastructure projects at its annual conference in Las Vegas. For example an AI infrastructure project with $XX billion in total revenue over six yearswould have a gross margin of XX% the company said. The clarification comes as investor interest grows in the profitability of cloud providers' AI infrastructure investments following a recent report by The Information that some of Oracles AI cloud arrangements had a XX% margin. For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1978894671326679448) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-16T18:43Z 76.1K followers, 1676 engagements


"October XX 2025 Regional banks Zions Bancorp $ZION and Western Alliance Bancorp $WAL plunged after disclosing problems with loans involving allegations of fraud $TSM raised its outlook further as profit for the third quarter soared to a record a sign that demand for AI remains strong Salesforce $CRM said it expects revenue of more than $XX billion in 2030. The company and Google announced an expansion of their partnership that brings Gemini models to its new Agentforce XXX platform for enterprise customers"  
[X Link](https://x.com/SchwabNetwork/status/1978918255050813761) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-16T20:17Z 76.1K followers, 1898 engagements


".@J_B_Horne shares the three things that investors should know before market open today including the latest on American Express $AXP Micron $MU and Novo Nordisk $NVO. For more:"  
[X Link](https://x.com/SchwabNetwork/status/1979161938585137648) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T12:25Z 76.1K followers, 2137 engagements


"Markets have traded the week with a risk off tone and equity futures continued to reflect heightened volatility as renewed regional-bank jitters meet a thin macro calendar and a spirited policy debate about the Fed's balance sheet"  
[X Link](https://x.com/SchwabNetwork/status/1979175423511552047) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T13:19Z 76.1K followers, 1318 engagements


"American Express on Friday reported a jump in third-quarter profits driven by strong demand for its refreshed Platinum card among wealthy customers. AmEx reported $XXX billion in transaction volume on credit cards and other products it issued growing X% year over year. AmEx saidcustomers spent more on restaurants lodging and airlines during the third quarter. Average spend on AmEx cards in the quarter was $6387 the company said up X% from a year earlier. The company reported earnings per share of $XXXX on record revenue of $XXXX billion beating estimates. AmEx also raised the lower end of its"  
[X Link](https://x.com/SchwabNetwork/status/1979187313956577567) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T14:06Z 76.1K followers, 1414 engagements


"Sharesof weight-loss drug makers Eli Lilly and Novo Nordisk are down Friday after President Trump saidthe price of Ozempic could come down to just $XXX a month. The price of Ozempic in the U.S. is roughly $1000 for a months supply. Trump told reporters during a White House event Thursday that the cost of the drug made by Novo Nordisk will soon be much lower. Eli Lilly sells similar treatments including Mounjaro and Zepbound. He also announced a deal with Germany's Merck to cut the cost of some drugs needed for in-vitro fertilization in exchange for protection from future tariffs. Shares of"  
[X Link](https://x.com/SchwabNetwork/status/1979215814629765351) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T15:59Z 76.1K followers, 1207 engagements


"Bitcoin $BTC fell further on Friday dropping as low as $103598 according to CoinMarketCap. Currently the largest cryptocurrency by market value is trading at around $106650 about XX% below its Oct. X all-time high of $126198. Ether $ETH also slid to $3678 before leveling to around $3830. This slump comes after a massive cryptocurrency market selloff last week that liquidated over $XX billion in leveraged positions. Since last Friday the cryptocurrency market lost more than $XXX billion in total value. Ongoing trade tensions between the U.S. and China have sparked the downturn overall"  
[X Link](https://x.com/SchwabNetwork/status/1979261893975118029) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T19:03Z 76.1K followers, 1725 engagements


"Oracle $ORCL shares have dropped more than X% today. But @CoryTV Epistrophy Capital Research Chief Market Strategist remains bullish on the company. That selloff today doesnt matter much he told Schwab Network. For more:"  
[X Link](https://x.com/SchwabNetwork/status/1979265209270480988) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T19:16Z 76.1K followers, 2153 engagements


"Tom Essaye and @davidnelsoncfa discuss the holiday travel season and airline sector risks including fuel prices and government shutdowns. Tom notes $UAL's focus on increasing revenue per seat but thinks $DAL had a stronger earnings report"  
[X Link](https://x.com/SchwabNetwork/status/1979268679868256673) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T19:30Z 76.1K followers, 1739 engagements


"The S&P XXX closed higher as bank credit concerns eased and President Trump saidthe extra XXX% charge on goods from China is "not sustainable""  
[X Link](https://x.com/SchwabNetwork/status/1979276602325504415) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T20:01Z 76.1K followers, 1546 engagements


"October XX 2025 President Trump said his proposed XXX% additional tariffs on goods from China were "not sustainable" Oracle $ORCL fell nearly X% after giving its long-range financial outlook as investors anticipated a bigger boost from its investment in AI. The company said overall annual revenue would total $XXX billion by fiscal 2030 and the cloud infrastructure business would produce $XXX billion in sales by then Shares of Novo Nordisk $NVO and Eli Lilly $LLY fell on concerns about pricing pressure after Trump said the cost of Ozempic would come down significantly"  
[X Link](https://x.com/SchwabNetwork/status/1979280111741395226) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T20:15Z 76.1K followers, 2212 engagements


".@MelissaArmo predicts more market pullback due to ongoing tariff volatility. Earnings are a bright spot with key reports from $NFLX and $TSLA next week. She also sees $AMZN as a prime shorting opportunity expecting it to dip below $210"  
[X Link](https://x.com/SchwabNetwork/status/1979283777546322137) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T20:30Z 76.1K followers, 1939 engagements


"OpenAI and Broadcom are teaming up to develop and deploy XX gigawatts of custom AI chips and computing systems over the next four years. @NPetallides breaks down the details of the partnership whichbrings the total scale of computing capacity OpenAI has agreed to buy from chip giants Broadcom Nvidia (NVDA) and Advanced Micro Devices (AMD) to XX gigawatts. That's enough to meet the summer electricity needs of New York City more than two times over. Shares of $AVGO jumped roughly XX% Monday morning. For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1977748808957063587) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-13T14:50Z 76.1K followers, 2501 engagements


"Coca-Cola $KO reports earnings on Tuesday. @BenWatsonCS looks at the technical setup for KO saying that while the short-term chart shows some strong bullish momentum there are signs of a slowdown"  
[X Link](https://x.com/SchwabNetwork/status/1980267966416466000) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-20T13:40Z 76.1K followers, 2038 engagements


"Nearly a third of the internet running on Amazon Web Services hit pause Monday morning. A glitch in the AWS's database network led to a widespread outage that disrupted everything from Reddit and Snapchat to Coinbase and the Starbucks app for a couple of hours. AWS said that the issue had been "fully mitigated" and all services should be working as normal though "some requests may be throttled." @NPetallides breaks down what we know so far. For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1980310605127987624) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-20T16:30Z 76.1K followers, 6884 engagements


"Boeing's $BA stock ishigherMonday after the Federal Aviation Administration (FAA) approved an increase in XXX MAX production from XX to XX jets per month. The approval follows extensive safety reviews by the FAA and comes after a production cap was imposed in January 2024 whenan emergency-door plug blew out during a flight of a XXX MAX X jet operated by Alaska Airlines. The FAA said its safety inspectors "conducted extensive reviews of Boeing's production lines to ensure that this small production rate increase will be done safely." Reuters noted that increasing deliveries of the airplane is"  
[X Link](https://x.com/SchwabNetwork/status/1980323266075279447) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-20T17:20Z 76.1K followers, 1880 engagements


"The government shutdown continues this week delaying key data releases. However the Bureau of Labor Statistics (BLS) said it will release the September consumer price index on Friday even still. The key inflation report will be assessed by the Federal Reserve ahead of its rate decision this month. Additionally several big-name companies will report earnings including $TSLA $NFLX and $INTC among others. For more:"  
[X Link](https://x.com/SchwabNetwork/status/1980335312564838792) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-20T18:08Z 76.1K followers, 1626 engagements


"Here's a look at what's on @sam_vadas and @MarleyKayden's radar for tomorrow: Coca-Cola $KO is set to release its third-quarter earnings before the market opens with analysts expecting earnings of $XXXX per share on $XXXX billion in revenue Streaming video giant Netflix $NFLX will report earnings after the bell with investors listening for management commentary on the progress of its advertising tier business and some of its newer initiatives A couple of defense companies including Lockheed Martin $LMT and Northrop Grumman $NOC will report earnings before the bell For more market news tune"  
[X Link](https://x.com/SchwabNetwork/status/1980373668849987915) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-20T20:40Z 76.1K followers, 2677 engagements


".@musq_etf CEO @DavidKSchulhof tells @DianeKingHall that Taylor Swift and Beyonc have had a huge economic impact on the U.S. economy. He expects The Life of a Showgirl to be a "massive tour" noting that streaming "is like pennies compared with what you can make on tour." For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1980374913417638179) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-20T20:45Z 76.1K followers, 1711 engagements


"Apple $AAPL shares jumped X% on Monday to a new all-time high. The movement was spurred by a report that indicated strong demand for the iPhone XX. Within its first XX days available in the U.S. and China the iPhone XX outsold the iPhone XX by XX% according to Counterpoint Research. Loop Capital upgraded Apple to buy from hold with a price target of $XXX per share. As Wall Street "is baking in some degree of outperformance from AAPLs iPhone XX family of products we believe there remains material upside to Street expectations through CY2027 Loop Capital analyst Ananda Baruah said in a note."  
[X Link](https://x.com/SchwabNetwork/status/1980376103412957349) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-20T20:50Z 76.1K followers, 2074 engagements


"Bristol MyersSquibb $BMY said Thursday it will sell itspsoriasis drug Sotyktu directly to cash-paying patients at a more than XX% discount in the U.S. The announcement comes after President Trump called onpharmaceutical companies slash the costs of their medicines in the U.Searlier this year. Beginning in January 2026 patients will be able to buy Sotyktu directly through an online platform called BMS Patient Connectthe company said. The program would cut Sotyktu's monthly cost to $XXX or about XX% discount to the current list price of $6828Bristol said. The company said it will look to"  
[X Link](https://x.com/SchwabNetwork/status/1971274812518514833) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-09-25T18:05Z 76.1K followers, 2650 engagements


"Exxon Mobil $XOM plans to cut about 2000 jobs globally aspart of its long-term restructuring plan. There are no planned U.S. job cuts. Layoffs announced Monday at Canadian oil producer Imperial Oil $IMO in which Exxon holds a majority stake account for about half of the broader reductions. The announcement comes ascrude prices have tumbled this year in response to increased supplies from OPEC and its allies. The changes weve announced today will further strengthen our advantages and grow the gap with our competition helping to keep us in the lead for decades to comeCEO Darren Woods said in a"  
[X Link](https://x.com/SchwabNetwork/status/1973043288950100029) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-09-30T15:12Z 76.1K followers, 1591 engagements


"JPMorgan Chase $JPM Wells Fargo $WFC Goldman Sachs $GS and Citigroup $C kicked off the third quarter earnings season this morning. @TomWhite_S takes a look at some of the better-than-expected results:"  
[X Link](https://x.com/SchwabNetwork/status/1978089753875530107) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-14T13:25Z 76.1K followers, 1588 engagements


"HSBC on Wednesday upgraded Nvidia to "buy" from "hold" and raised the price target on $NVDA to $XXX from $XXX. The new target implies an upside of about XX% and would equate to a market capof nearly$8 trillion. We expect AI GPU TAM to keep increasing beyond hyperscalers leading to continuous earnings growth analystFrank Lee said in a note adding that it creates room for an earnings upside for fiscal year 2027. Leesaid the company's data center business continues to expand at a rapid pace and forecasted fiscal year 2027data center revenue at $XXX billion. The analyst also noted that if"  
[X Link](https://x.com/SchwabNetwork/status/1978485623565541821) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-15T15:38Z 76.1K followers, 1676 engagements


"October XX 2025 Bank of America $BAC rallied afterreporting strong third-quarter earnings and revenue thanks toa surge in investment banking revenue and healthy consumer activity Papa Johns $PZZA shares jumped after Reuters reportedApollo Global Management $APO submitted a bid within the last week to take the pizza chain private at $XX per share $ASML reported better-than-expected orders as demand for the tools needed to power AIcontinues to grow"  
[X Link](https://x.com/SchwabNetwork/status/1978554676057407812) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-15T20:12Z 76.1K followers, 1931 engagements


"Federal Reserve Governor Stephen Miran said Thursday he would favor jumbo interest rate cut in the upcoming October 2829 meeting of theFOMCbutexpects officials to lower rates by a quarter point. If trade tensions with China materialize that would be a "downside risk to the economy" according toMiran. "If monetary policy stays as restrictive as it is and you have a shock like this hit the economy it does materially increase the negative consequences of that shock MirantoldFox Business. "We've added more uncertainty to the economy because China has stepped away from deals previously made" he"  
[X Link](https://x.com/SchwabNetwork/status/1978819864279097539) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-16T13:46Z 76.1K followers, 1386 engagements


"Here's a look at what's on @sam_vadas and @MarleyKayden's radar for next week: Earnings season is in full swing as investors hear from companies such as $TSLA $NFLX $LMT $INTC and more A delayed look at Septembers consumer-price index (CPI) a key inflation reading that will factor into the Fed's next decision on interest rates later this month In addition to the latest U.S.-China trade developments China's Q3 2025 GDP report is set to release Monday For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1979287286333477299) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T20:43Z 76.1K followers, 2047 engagements


".@J_B_Horne shares the three things that investors should know before market open today including the latest on Delta Air Lines $DAL PepsiCo $PEP and Taiwan Semiconductor $TSM. For more:"  
[X Link](https://x.com/SchwabNetwork/status/1976265571546374393) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-09T12:36Z 76.1K followers, 1780 engagements


"Johnson & Johnson said Tuesday it plans to separate its artificial hip and knee business into a stand-alone company to be called DePuy Synthes. That would be the largest most comprehensive orthopaedics-focused company with leading market share positions across major categories J&J said. The company expects to complete the separation within XX to XX months and will explore multiple options including a potential spinoff to J&J shareholders. "This transaction enables Johnson & Johnson to further strengthen its focus and investment toward higher-growth areas where we can meaningfully extend and"  
[X Link](https://x.com/SchwabNetwork/status/1978157872111292598) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-14T17:56Z 76.1K followers, 1744 engagements


".@KevinHincksCS takes a look at the companies reporting their earnings next week including Netflix $NFLX Coca-Cola $KO Texas Instruments $TXN Lockheed Martin $LMT and Tesla $TSLA. For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1979207698496233568) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T15:27Z 76.1K followers, 1490 engagements


"Nasdaq aims for SEC approval on tokenized securities a move @JessInskip_ sees as bullish for $NDAQ. She also notes $BLK's crypto push and $AVGO's A.I. pivot. @RickDucat breaks down the charts for investors"  
[X Link](https://x.com/SchwabNetwork/status/1965475289976430733) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-09-09T18:00Z 76.1K followers, 2420 engagements


"Shares of Lockheed Martin $LMT Raytheon parent RTX $RTX General Dynamics $GD and L3Harris $LHX are up Monday after the WSJ reported that the Pentagonurged for missile production to increase dramaticallyto address low weapons stockpiles for a potential future conflict with China. The Pentagon urged contractors to double or even quadruple missile production rates according to the Journala movethat wouldmean more business for defensefirmsthatproduce missiles or supply their parts. A Pentagon spokesman told the Journal that President Trump and Secretary Hegseth are "exploring extraordinary"  
[X Link](https://x.com/SchwabNetwork/status/1972720479426183382) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-09-29T17:49Z 76.1K followers, 1923 engagements


"September XX 2025 Payment-processing company Stripe said it is working with OpenAI to allow consumers to buy products from Etsy $ETSY and Shopify $SHOP merchants through ChatGPT conversations Electronic Arts $EA climbed XXX% after the game publisher agreed to be taken private in a $XX billion deal.Saudi Arabias Public Investment Fund along with Silver Lake Management and Jared Kushners Affinity Partners agreed to pay $XXX per share in cash President Trump said in asocial media posthe will be imposing a XXX% tariff "on any and all movies that are made outside" of the U.S. butdid not specify"  
[X Link](https://x.com/SchwabNetwork/status/1972758774306722255) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-09-29T20:21Z 76.1K followers, 2027 engagements


".@JessInskip_ discusses three stocks poised to benefit from emerging market trends: $AXP for high-end consumers $CME for blockchain growth and $SPOT for streaming dominance. @RickDucat highlights key levels to watch for investors"  
[X Link](https://x.com/SchwabNetwork/status/1973095961988587824) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-09-30T18:41Z 76.1K followers, 2890 engagements


".@JayWoods3 says $STZ's earnings call commentary will determine after-hours gains. He notes $AMD's deal with OpenAI signals competition for $NVDA. Jay is also watching big bank earnings next week and likes $SOFI in fintech"  
[X Link](https://x.com/SchwabNetwork/status/1975305064081150350) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-06T21:00Z 76.1K followers, 1755 engagements


"Semiconductor equipment manufacturer Applied Materials $AMAT hit 52-week highs earlier this week. @KevinHornerCS looks at the technical setup for AMAT:"  
[X Link](https://x.com/SchwabNetwork/status/1976646687977538015) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-10T13:51Z 76.1K followers, 1683 engagements


"Shares ofProtagonist Therapeutics $PTGX skyrocketed after the WSJ reportedJohnson & Johnson $JNJ is in talks to buy thebiopharmaceutical company. Johnson & Johnson has an existing partnership with Protagonist to develop therapies for immune conditions. By acquiring Protagonist Johnson & Johnson would also gain access to the drug rusfertide from Protagonist and partner Takeda Pharmaceutical the Journal said. Rusfertide has shown promise in late-stage testing in treating a rare blood cancer called polycythemia vera. A deal would bolsterits portfolio as its blockbuster immune treatment Stelara"  
[X Link](https://x.com/SchwabNetwork/status/1976693798987079800) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-10T16:58Z 76.1K followers, 1544 engagements


"Here's a look at what's on @sam_vadas and @J_B_Horne's radar for next week: Salesforce's Dreamforceconference and Oracle's AI World event in addition to Oracle'sinvestor day thats expected to include more long-term financial projections JPMorgan Citigroup and Wells Fargo are set to report their third-quarter earnings Tuesday with an update on investment banking and dealmaking Semiconductor-equipment maker ASML set to report earnings for the third-quarter Wednesday For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1976749562045120731) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-10T20:39Z 76.1K followers, 3741 engagements


"Bankers have been waiting for a return in mergers and acquisitions since the start of the year and well . they're finally here. With thebusiest quarter for IPOs since 2021 Goldman Sachs $GS JPMorgan $JPM Citigroup $C and Wells Fargo $WFC all saw a rise in investment banking fees. @J_B_Horne breaks down the share of revenue per bank and what they've said about the financial health of American consumers. For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1978112224263561512) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-14T14:54Z 76.1K followers, 2742 engagements


"October XX 2025 JPMorgan $JPM Goldman Sachs $GS Citigroup $C and Wells Fargo $WFC reported strong third-quarter earnings mostly topping analyst expectations and showing broad growthacross investment banking credit card and auto lending Oracle $ORCL and$AMD said they are expanding their partnership with the deployment of 50000 AMD GPUs for Oracle's Cloud Infrastructure beginning in the third quarter of 2026 Johnson & Johnson $JNJ said it plans to separate its slower-growing orthopedics business from the rest of the company within XX to XX monthsinto a stand-alone company to be called DePuy"  
[X Link](https://x.com/SchwabNetwork/status/1978192682129187080) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-14T20:14Z 76.1K followers, 1876 engagements


"Nick Raich: "If you're bullish on A.I. you're bullish on ASML." Despite a revenue miss $ASML's earnings beat and outlook are strong. @RonWestfallDX highlights ASML's monopoly on key A.I. chip tech. They also discuss why there's no A.I. bubble and $NVDA's leadership"  
[X Link](https://x.com/SchwabNetwork/status/1978566552325956055) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-15T21:00Z 76.1K followers, 2149 engagements


".@ramirahim president and general manager of Hewlett Packard Enterprise Networking says that $HPE made a big bet in acquiring Juniper Networks. It is a new bold direction for the company Rahim told Schwab Network adding that the company is going to be a bit cautious somewhat prudent in its 2026 guidance though he remains bullish on the networking business long-term. For more:"  
[X Link](https://x.com/SchwabNetwork/status/1978836296492560715) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-16T14:51Z 76.1K followers, 1444 engagements


"Micron sharesjumped X% Thursday morning to a new record high after Citigroup increased its price target for $MU to$240 from $XXX maintaining a "buy" rating. The memory-chip maker's DRAM chips are expected to be the next target for long-term AI-infrastructure contracts and willsee unprecedented demandwithhigher pricesexpected to aid the company's margins according toCitigroup. "We believe DRAM will be the next chip to get long-term contracts with the AI food chain given its importance and undersupply similar to what happened with $NVDA $AMD and $AVGO analyst Christopher Danely saidin a note."  
[X Link](https://x.com/SchwabNetwork/status/1978843408514085145) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-16T15:20Z 76.1K followers, 1536 engagements


"Oracle $ORCL shares are down X% today despite the company announcing a bullish outlook during its analyst meeting. @BenWatsonCS looks at the technical setup for ORCL:"  
[X Link](https://x.com/SchwabNetwork/status/1979183344043593786) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T13:50Z 76.1K followers, 2929 engagements


"Micron $MU is reportedly planning to stop its server chips business for data centers in China according to Reuters. This comes after China banned Microns chips from being used in critical infrastructure in 2023. However the company will continue to sell chips to certain auto and smartphone customers in China Reuters said. MU shares are down about X% on Friday. For more:"  
[X Link](https://x.com/SchwabNetwork/status/1979243517752021066) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T17:50Z 76.1K followers, 1575 engagements


"Darden Restaurants $DRI shares fell over XX% after growth from Olive Garden and LongHorn chains missed analysts' expectations. Its fine-dining business reported same-store declines of 0.2%. The company's adjusted earnings came in $XXXX per share which missed analyst expectations of $X. Darden posted revenue of $XXXX billion for the quarter ended August 2025 in line with expectations. For fiscal 2026 Darden is projecting revenue growth of XXX% to XXX% up from its prior forecast of X% to X% growth. The company reiterated its forecast for adjusted earnings in a range of $XXXXX to $XXXXX per"  
[X Link](https://x.com/SchwabNetwork/status/1968684849608134747) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-09-18T14:33Z 76.1K followers, 1777 engagements


"Despite a delay in government data due to the current shutdown multiple data points indicate the U.S. labor market continued to weaken through September 2025. @NPetallides sharesthekey takeaways fromCarlyle GroupBank of America andGoldman Sachs' reports. PlusAnna Wongthe chief U.S. economist at Bloomberg Economics said that the government shutdown could lead the Fed to follow through witha 25-basis-point cut in October "given the uncertainty and hit to confidence it has generated." For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1975973617772220680) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-08T17:16Z 76.1K followers, 2240 engagements


"Goldman Sachs upgraded Este Lauder (EL) to a "Buy" rating Monday citing a potential XX% upside for the company as its business returns to topline growth. The firm hiked the 12-month price target on $EL to $XXX per share from $XX. The beauty company is at a "fundamental inflection point" following several challenging years according to Goldman Sachs. "We estimate the business could potentially return to topline growth as soon as FQ1 Sep which should be followed by a return to double-digit EBIT margins in FY27 and beyond" analyst Bonnie Herzog said in a note. "As we first highlighted following"  
[X Link](https://x.com/SchwabNetwork/status/1977821597969826150) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-13T19:39Z 76.1K followers, 2013 engagements


"Mark Smith CEO of @NioCorp highlights plans to build a rare earth mining and processing center in Nebraska. As the only U.S.-based supplier of certain rare earths the project is crucial for national security. "Were anxious to start construction.""  
[X Link](https://x.com/SchwabNetwork/status/1978536357049081957) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-15T19:00Z 76.1K followers, 7695 engagements


"EssilorLuxottica $ESLOY surged to a record high afterthe European eyewear company said during itsearningscall that its Ray-Ban $META glasses helped boost its revenue growth. "Clearly there is a lift coming from Ray-Ban Meta wearables as a product category" the companys CFO Stefano Grassi said Thursday. "The contribution from Ray-Ban Meta in wearables as I mentioned before is in excess of X percentage points overall for the group." EssilorLuxotticas revenue was up XXXX% in the third quarter compared with a year ago. The latest Ray-Ban Meta models priced from $XXX to $XXX for a new flagship"  
[X Link](https://x.com/SchwabNetwork/status/1979238688552030673) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-17T17:30Z 76.1K followers, 1465 engagements


"U.S. stock futures are modestly higher in premarket trading as investors turn their attention towards big-name earnings reports and inflation data expected in the coming days @TomWhite_S reports. Here's what you need to know this morning"  
[X Link](https://x.com/SchwabNetwork/status/1980247327605498161) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-20T12:18Z 76.1K followers, 1448 engagements


"Stocks are moving higher on Monday with optimism surrounding trade and upcoming earnings lifting sentiment. Tech stocks are also seeing a boost with Apple $AAPL up over X% today. @sam_vadas breaks down the details in todays market check-in. For more:"  
[X Link](https://x.com/SchwabNetwork/status/1980319640799601150) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-20T17:06Z 76.1K followers, 1556 engagements


"Oppenheimer raised its price target for Alphabet from $XXX to $XXX and reaffirmed its "Outperform" rating. Meanwhile the firm lowered its price target on Meta Platforms to $XXX from $XXX and reiterated an "Outperform" rating. "While we are positive on the long-term benefits from METAs push into AI and proven ability to outgrow peers we are more bullish on GOOG near term given more conservative estimates and lower valuation despite not fully monetizing AI Mode or AI Overviews" analyst Jason Helfstein said in a note. "AI Overviews are driving XX% more queries with incrementality improving over"  
[X Link](https://x.com/SchwabNetwork/status/1980355645598757019) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-20T19:29Z 76.1K followers, 1595 engagements


"Google saidit is partnering with the LA 2028 Olympic and Paralympic Games organizing committee Team USA and NBCUniversal to integrate its AI and cloud computing infrastructure across the sporting event. The partnership will seethe tech giantdeploy Google Search Gemini and Google Cloudto deliver a "more personal and interactive experience." SeparatelyGap announced a multi-year partnership with Google Cloud Thursday with AI powering the company's plans to "reimagine retail across its portfolio of brands" including Old Navy and Banana Republic. "The collaboration will provide Gap with a unified"  
[X Link](https://x.com/SchwabNetwork/status/1976298883073396980) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-09T14:49Z 76.1K followers, 1501 engagements


".@J_B_Horne shares the three things that investors should know before market open today including the latest on $AAPL $AMZN Web Services and $BA. For more:"  
[X Link](https://x.com/SchwabNetwork/status/1980250406212018262) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-20T12:31Z 76.1K followers, 1912 engagements


"Fresh off Taylor Swifts latest record-breaking album @DianeKingHall and @musq_etf CEO @DavidKSchulhof break down the "Swiftonomics" effect ways investors can participate in the space and the rise of AI in the industry. Tune in today at 4:30pm ET:"  
[X Link](https://x.com/SchwabNetwork/status/1980310542360158355) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-20T16:30Z 76.1K followers, 1553 engagements


"Activist investor Jana Partners has taken a stake in medical device maker Cooper Companies and will push the firm to explore strategic optionsaccording to the Wall Street Journal. $COO shares are up more than X% Monday afternoon. The hedge fundintends to urgethe companyto improve how it allocates capital in order to boost returns the Journal reported adding that it may encourage Cooper to consider merging its contact-lens business with rival Bausch + Lomb. The companycompetes with Johnson & Johnson $JNJ and Switzerland-based Alcon $ALC in that space. For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1980332565346054467) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-20T17:57Z 76.1K followers, 1586 engagements


".@musq_etf CEO @DavidKSchulhof says streaming content and live events and ticketing are the key drivers in music today. $MUSQ's top holdings include $SPOT and $AAPL. Schulhof says the ETF offers a "convenient way to invest" across all sectors of the music industry and is "not impacted by tariffs." For more market news tune into:"  
[X Link](https://x.com/SchwabNetwork/status/1980377806736646425) [@SchwabNetwork](/creator/x/SchwabNetwork) 2025-10-20T20:57Z 76.1K followers, 1639 engagements