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Charles Schwab (SCHW) Adds $44.4 Billion in Core Net New Assets in August
Yahoo Finance· 2025-10-02 02:19
The Charles Schwab Corporation (NYSE:SCHW) is one of the best Goldman Sachs bank stocks. On September 15, Charles Schwab’s core net new assets came in at $44.4 billion for August 2025, a 35% jump from the prior year. The company reported $11.23 trillion in client assets as of August, a 15% year-over-year increase and a 2% rise compared to July 2025, aligning with its 52.5% annual stock return. Charles Schwab (SCHW) Adds $44.4 Billion in Core Net New Assets in August Jonathan Weiss/Shutterstock.com The ...
Schwab's Liquidity Cushion: Does it Make Capital Returns Sustainable?
ZACKS· 2025-10-01 23:16
Key Takeaways Charles Schwab reported $32.2B in cash and cash equivalents as of June 30, 2025.SCHW authorized a new $20B share repurchase program in July, replacing its prior plan.The company raised its dividend by 8% in January and targets a 20-30% payout ratio.Charles Schwab (SCHW) enjoys a strong liquidity position and remains focused on maintaining a low-cost capital structure. As of June 30, 2025, cash and cash equivalents were $32.2 billion. As of the same date, total debt was $37.7 billion. Moreover, ...
Oktoberfest For Stocks Begins. Will It Be A Happy – Or Spooky – Halloween?
Investors· 2025-10-01 20:00
市场整体状况 - 美股期货下跌,政府停摆正在进行中[1] - 人工智能热潮推动以科技股为主的纳斯达克指数接近历史高点[1] - 当前市场存在泡沫迹象,投资者需关注买入和卖出规则[1] 值得关注的突破股名单 - 投资者商业日报突破股指数每周更新,提供如嘉信理财、Hims & Hers Health和CrowdStrike等值得分析的股票[2] - 其他形成新图表形态的股票包括Veeva Systems、Zscaler、Quanta Services和Emcor[3] - 突破股指数成员中仍处于买入区间的股票包括Interactive Brokers、Howmet Aerospace、Royal Gold和TE Connectivity[6] 个股技术分析 - Emcor公司正在构筑第二阶段的平底形态,买入点为667.64[3] - CrowdStrike股价交易于21日指数移动平均线和50日线之上,瞄准杯柄形态的507.20买入点[4] - 嘉信理财股价正形成平底形态,买入点为99.59,目前紧贴50日线支撑[4] - AppLovin股价在加入标普500指数后创下历史新高,目前已超出买入区间[5] - TE Connectivity在突破早期平底形态的212.76买入点后,目前处于买入区间[7] 行业与ETF产品 - TE Connectivity通过与亚马逊、Meta和Alphabet等公司的供应商连接,在人工智能基础设施领域扮演关键角色[7] - Innovator Capital Management推出的IBD突破机会ETF跟踪IBD突破股指数,允许投资者投资整个指数而非个别股票[10]
Judge Rules in Favor of OpenArc, Dynasty in Merrill Lawsuit
Yahoo Finance· 2025-10-01 07:02
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. A federal court judge in Georgia sided with new registered investment advisor OpenArc Corporate Advisory by dismissing a temporary restraining order requested in a lawsuit filed against it by its former wirehouse employer, Merrill Lynch. Dynasty Financial Partners, OpenArc’s platform provider and minority investor, and custodian Charles Schwab were also named in Merrill’s court filing requesting ...
The Charles Schwab Corporation (SCHW) Plans to Expand its U.S. Branch Network, Opens 16 New Sites and Relocates or Enlarges 25 Existing Ones
Yahoo Finance· 2025-10-01 04:57
With a strong profitability outlook, The Charles Schwab Corporation (NYSE:SCHW) secures a spot on our list of the 14 Stocks That Will Double in the Next 5 Years. The Charles Schwab Corporation (SCHW) Plans to Expand its U.S. Branch Network, Opens 16 New Sites and Relocates or Enlarges 25 Existing Ones On September 17, 2025, The Charles Schwab Corporation (NYSE:SCHW) announced plans to expand its U.S. branch network, opening 16 new sites and relocating or enlarging 25 existing ones. The initiative will ad ...
4 Stocks Set to Benefit From the PDT Rule Change
MarketBeat· 2025-10-01 03:43
The Financial Industry Regulatory Authority (FINRA) recently voted to overhaul the Pattern Day Trading (PDT) rule, which required a $25,000 minimum account balance to execute four or more same-day trades in five business days. The new rule, pending final approval by the SEC, would shift to a standard intraday margin framework. This could unleash a retail trading boom, boosting volumes in volatile penny stocks and the platforms enabling them. While penny stocks may see action, brokerages and retail favorites ...
Goldman Sachs Bank Stocks: 12 Stocks To Buy
Insider Monkey· 2025-10-01 00:30
宏观经济与政策环境 - 银行高管对2025年持谨慎乐观态度,因通胀缓解且利率下降,但经济增长缓慢、全球局势紧张和监管不确定性构成压力 [1] - 2025年美国GDP增长在Deloitte基线预测中预计放缓至15%,若出现技术驱动的生产力提升可能使增长接近19%,而持续通胀可能使其降至10% [2] - 欧洲央行可能在年底前将利率降至275%,英国央行和加拿大央行也可能降息,日本央行在应对通缩后多年的缓慢增长和通胀时面临更多限制 [3] - 多数经济体将趋向宽松政策,但各地利率变化步伐可能不一致 [3] 银行业整体展望 - 美国金融业对2025年下半年持谨慎乐观态度,在经历早期关税上调后对应对政策变化更具信心 [4] - 行业预测消费支出强劲、利率降低以及新法规和人工智能将产生积极影响 [4] - 投资银行业务预计改善,并购和IPO活动可能增加,特别是若美联储继续降息 [4] - 监管变化被视为重要驱动因素,新规预计将提振并购活动,加密货币也因新规使得银行和资产管理公司提供数字资产产品更为便利而获得关注 [5] 富达国民信息服务公司 - 公司第二季度营收略微超出预期1%,调整后每股收益符合预期,调整后EBITDA利润率与去年同期持平,未达到市场预期的20个基点增长 [10] - 公司当前市盈率为4533倍,过去一年营收增长支撑为292% [10] - 公司第三季度利润率指引弱于预期,预计增长60个基点,低于预期的150个基点,并下调了全年利润率预测 [11] - 尽管面临挑战,Raymond James维持其增持评级,指出公司外汇调整后有机营收和调整后每股收益的全年指引基本保持不变 [12] 花旗集团 - 公司达成协议以约23亿美元出售Banamex 25%的股份,这是其退出遗留国际市场、简化公司模式并缩减全球业务的一部分 [13] - TD Cowen重申对该股的持有评级,目标价95美元,认为出售是积极一步,但保持中性展望,警告Genius Act下的稳定币采用可能对其服务部门构成压力 [13][14] - 公司股价在过去一年中上涨735%,远高于行业平均的15%,表明近期强势可能已消化利好消息 [14] 嘉信理财 - 公司2025年8月核心净新增资产为444亿美元,较去年同期增长35% [15] - 截至8月,公司客户资产达1123万亿美元,同比增长15%,环比7月增长2%,与其525%的年度股票回报率一致 [16] - 公司在8月新开立382,000个经纪账户,同比增长18%,总活跃账户增至3780万,同比增长5% [16] - 公司8月保证金贷款余额环比增长6%至904亿美元,同比增长23%,衍生品占交易量的225%,较一年前高出170个基点 [17]
嘉信理财:9月失业报告或延迟发布,将加剧市场对政策走向的忧虑
格隆汇APP· 2025-09-30 23:14
金融数据和软件公司FactSet将标普500指数盈利预测从先前估计的7.7%微调至7.9%。虽然数据看似稳 健,而且实际盈利增长通常优于季前预测,但已低于第二季度的双位数增速。这显示市场仍呈现"头重 脚轻"格局,即依赖"科技七巨头"与大型科技股去推动盈利增长。这或许能解释为何近期市宽持续停 滞,多数股票和板块表现远逊于领先版块。 格隆汇9月30日|嘉信理财固定收益策略主管Kathy Jones表示,一连串经济数据均超过预期,加上通胀 数据高居不下,国债收益率已回升至美联储会议前水平。市场焦点将集中在劳动力市场报告与政府停摆 的风险,两者甚至有可能会同时发酵。她指出,考虑到就业市场对美联储降息决策的重要性,以及9月 失业报告可能延迟发布,将加剧市场对政策走向的忧虑。 ...
Bracing for Government Shutdown: Markets, Jobs & FOMC Expectations
Youtube· 2025-09-30 22:42
政府停摆潜在影响 - 政府停摆将在午夜开始 持续时间是关键 若持续7至10天影响不大 但更长时间将严重影响经济和市场[2][3] - 停摆期间美国劳工统计局将不会发布数据 包括周五的非农就业报告 若持续还将影响月中CPI数据的发布[3] - 缺乏关键经济数据将影响美联储在10月底议息会议上的决策[3] 市场反应与趋势 - 市场对政府停摆的反应相对温和 过去10到15年间已发生约6次停摆 且均能较快得到解决[5] - 人工智能领域的结构性增长故事是市场背景 CoreWeave与Meta、Nvidia的公告等信号显示AI故事仍在持续[6] - 标普500指数从20日简单移动平均线反弹 自4月以来仅有3天交易低于该均线 显示上升趋势强劲[7][8] - 华尔街银行持续上调年终目标 高盛等机构建议逢低买入 认为股市涨势将延续[11] 债券市场关注点 - 与股市不同 债券市场对此次停摆更为担忧 焦点在于政治体系功能失调和财政纪律缺失[15] - 债券市场全年已显示出对赤字和联邦债务方向的不满 政府停摆是财政状况失控的又一证据[15] - 若停摆持续整个10月 需密切关注债券市场对政府无法整顿财政的反应[16] 盈利与季节性因素 - 随着进入第四季度 季节性因素由负面转向正面 盈利增长修正预估非常健康[6] - 预计今年和明年盈利均有望实现两位数增长 存在业绩追逐的潜在可能[6] - 政府停摆解决后 市场焦点将转向几周后开始的财报季[9]
Don't Miss Out on This $30-Trillion Dollar Sector: The Top ETF to Buy
The Motley Fool· 2025-09-30 17:03
Roughly half of all U.S. stocks pay dividends, making it a huge investable universe, with this one ETF letting you buy the best of the best.The U.S. market is huge, with a combined market cap of around $63 trillion. There are all sorts of different ways you can slice and dice the U.S. stock market, with the top ETFs offering plenty of variety. But if you are a dividend lover, you are only interested in about half of the total universe, which cuts your investable universe down to "just" $30 trillion or so.If ...