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Trader Talk: A Few Healthcare Upgrades — Aug 13, 2026
Kevin Horner’s Trader Talk: top-down market review of SPX, NDX, RUT, SOX, Transports, sectors, oil, and stocks in the news — plus Q&A and trade setup ideas. Options risk disclosure noted.
Editorial companion
What stands out
Kevin Horner’s Schwab coaching webcast ran a tidy top-down tour, S&P 500 (SPX), Nasdaq-100 (NDX), Russell 2000 (RUT), the semiconductor group (SOX), transports and a sector sweep, then spent ten minutes on stocks in the news. That matters for Charles Schwab Corporation (SCHW) because the firm’s trading and asset-gathering businesses are sensitive to the market breadth Horner was parsing. Pair that with recent headlines about Schwab’s flagship dividend ETF, SCHD, reversing sharply higher, and you get a reminder that retail flows and short-term breadth swings can move a brokerage’s near-term revenue more than long-run fundamentals.