Undercovered Dozen: NNN REIT, Weyerhaeuser, Vicor, And More

This Undercovered Dozen series spotlights 12 lesser-covered stocks and ETFs, each with distinct investment theses and ratings. Dan IVES Wedbush AI Revolution ETF is reiterated as a Buy, citing strong stock selection and outperformance versus the S&P 500. Vicor Corporation receives a Strong Buy on record for Q3 results and AI technology leadership, despite recent volatility tied to sector financing concerns.

Seeking Alpha • a day ago

NDEX Expands Relationship with Schwab Advisor Services to Support RIAs with Data and Wealth Management Solutions

MONTREAL--(BUSINESS WIRE)---- $schw #fintech--NDEX Systems is expanding its relationship with Schwab Advisor Services (“Schwab”) to offer registered investment advisors (RIAs) its wealth management platform and data aggregation capabilities. The offering lets firms consolidate information from multiple custodians and asset types into one application, with the option to use the full platform or select individual functions that fit their existing technology. NDEX's existing integrations with Schwab support automate.

Business Wire • Nov 3, 2026

Charles Schwab's Jon Beatty: We are moving on AI from experimentation to practical usage

CNBC's Morgan Brennan and Jon Beatty, Charles Schwab head of advisor services, join 'Closing Bell' to discuss Schwab IMPACT 2026.

CNBC Television • Oct 29, 2026

Schwab IMPACT 2026: Charles Schwab CEO on AI's Value for Clients & Advisors

Rick Wurster, president and CEO at @CharlesSchwab discusses why more RIAs are working with the firm. He explains how advisors are using AI tools and why financial experts using the evolving technology win in the space.

Schwab: It's Time To Evaluate The Preferreds And Common

The Charles Schwab Corporation delivered record Q3 2026 results, with net revenue up 17% and adjusted diluted EPS up 29% year-over-year. SCHW's robust organic asset gathering, expanding net interest margin, and increasing wealth advisory penetration underpin a bullish Buy thesis. Shares trade at a forward P/E of 13.93, well below the revised fair value multiple of 19 and the $147 price target, offering significant upside.

Seeking Alpha • Oct 29, 2026

Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends

WESTLAKE, Texas--(BUSINESS WIRE)--The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.32 per common share.

Business Wire • Oct 22, 2026

Schwab Consistently Keeps EOCA Low

The Charles Schwab Corporation maintains industry-leading expense on client assets, or EOCA, now at 11 basis points, well below competitors after integrating Ameritrade. SCHW's organic asset growth from 2023–2025 was driven by strong markets and disciplined expense control, supporting robust operating leverage and margin resilience. SCHW management targets about 800 basis points of positive operating leverage for 2026.

Seeking Alpha • Oct 20, 2026

Think The AI Boom Is Dead? I Don't: 2 Picks For The Next Wave

SiTime Corporation and Roundhill Memory ETF are compelling long-term plays on the AI infrastructure buildout, especially after recent pullbacks. SITM demonstrates robust growth, with triple-digit revenue increases, expanding margins, and a debt-light balance sheet, supporting a price target of $849.50. DRAM offers concentrated exposure to global memory chip leaders, benefiting from AI's memory bottleneck, with a 72% gain since inception despite recent volatility.

Seeking Alpha • Oct 20, 2026

Charles Schwab: One Of My Best Ideas In Financials

Charles Schwab is the largest self-directed brokerage in the US, controlling nearly 40 million active brokerage accounts. SCHW is on pace for two consecutive years of dividend increases. S&P has awarded Charles Schwab with a very strong, investment-grade credit rating of A- on senior unsecured debt.

Seeking Alpha • Oct 19, 2026

8 Stocks That Are Much Riskier Plays Than They Look

Some low beta stocks are more volatile on big down days for the market, including RTX, Charles Schwab, Union Pacific, Danaher, and Starbucks.

Barrons • Oct 19, 2026