HomeIndustriesTechnologyErin Gibbs’ Picks: PLTR, TMO, CSCO, PODD

Erin Gibbs’ Picks: PLTR, TMO, CSCO, PODD

“Things look very stable” after the latest CPI report, says Erin Gibbs. She thinks a 50 basis point cut is “off the table” but does think the Fed will cut rates this month. She recommends rebalancing your portfolio, taking tech gains and moving into more defensive positions. “We want to look at healthcare, telecom…companies that have more secular long-term trends that can really carry us through 2026.” She likes Palantir (PLTR), Thermo-Fisher (TMO), Cisco (CSCO), and Insulet (PODD).

Opening Bell With Nicole Petallides

24 Oct 2025

SHARE

ON AIR
5:00 am
Next Gen Investing
replay
education
12:00 am
Your First Trade
REPLAY
education
12:30 am
Your First Trade
REPLAY
education
1:00 am
Inside the Mind of a Trader
REPLAY
education
1:30 am
Inside the Mind of a Trader
REPLAY
education
2:00 am
Inside the Mind of a Trader
REPLAY
2:30 am
Market Overtime
REPLAY
3:00 am
The Wrap
REPLAY
4:00 am
Fast Market
REPLAY
ON AIR
5:00 am
Next Gen Investing
REPLAY
6:00 am
The Wrap
REPLAY
7:00 am
Market Overtime
REPLAY
8:00 am
Fast Market
REPLAY
9:00 am
Next Gen Investing
REPLAY
education
10:00 am
Your First Trade
REPLAY
education
10:30 am
Your First Trade
REPLAY
education
11:00 am
Your First Trade
REPLAY
education
11:30 am
Your First Trade
REPLAY
education
12:00 pm
Your First Trade
REPLAY
education
12:30 pm
Your First Trade
REPLAY
education
1:00 pm
Your First Trade
REPLAY
education
1:30 pm
Your First Trade
REPLAY
education
2:00 pm
Your First Trade
REPLAY
education
2:30 pm
Your First Trade
REPLAY
3:00 pm
Market Overtime
REPLAY
3:30 pm
Market Overtime
REPLAY
4:00 pm
Fast Market
REPLAY
5:00 pm
Next Gen Investing
REPLAY
6:00 pm
The Wrap
REPLAY
7:00 pm
Market Overtime
REPLAY
7:30 pm
Market Overtime
REPLAY
8:00 pm
The Wrap
REPLAY
9:00 pm
Market Overtime
REPLAY
9:30 pm
Market Overtime
REPLAY
10:00 pm
Fast Market
REPLAY
11:00 pm
Next Gen Investing
REPLAY

Schwab Network's Newsletters

Daily insights for every investor