Investing Strategies
Insights and information on investing and more from Charles Schwab & Co. Inc.
Investing Strategies
Today's Options Market Update
The S&P 500 and Nasdaq are higher around midday as markets look toward this week’s high-profile earnings releases and a few economic data points to gauge investor sentiment.
Jobs Data, AI Results Ahead
This week brings data from several parts of the economy along with AI-related earnings from Palantir and Advanced Micro Devices. Stocks rose early with tech strength persisting.
Looking to the Futures
Crude oil futures (/CLZ25) ended Friday’s session slightly higher, as an apparent easing of U.S./China trade tensions appears supportive for energy demand.
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.
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?
Investing Strategies
How Investors Use Market Cap
Market capitalization is a key guidepost for anyone building a portfolio. Here's what to know.
How to Read the 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.
5 Reasons to Consider Munis Now
Municipal bonds offer tax-adjusted yields, generally high credit quality, and other advantages that may make them attractive investments.
Investing Strategies
Understanding Solana ETPs
Trading of solana ETPs started October 28, 2025, but investors should proceed with caution.
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.
Q3 2025 Tech Earnings
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.
Investing Strategies
Update on High-Yield Defaults
Bankruptcies by high-yield issuers have made headlines recently, but defaults have grown more common in recent years.
Charting: Unbalanced Butterfly
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.
A Guide to Covered Strangles
Learn how covered strangles can potentially help traders earn extra income from options and manage their stock positions during periods of sideways trading.
Investing Strategies
Perspective: In the Dark
The stock and bond markets are taking the government shutdown—and lack of data releases—in stride, but how long the calm might last is an open question.
What Are Stocks?
Start your investing journey by learning how stocks work, how to analyze them, and the benefits and risks involved with owning them.
Overbought, Oversold Markets
Overbought and oversold readings aren't as straightforward as they sound. But understood in context, they can provide traders some insight when making entry and exit decisions.
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Insights & Ideas are provided by Charles Schwab & Co., Inc.
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market or economic conditions.