Schwab Network

3Q earnings season is looking “pretty good” so far, says Don Nesbitt. He notes that analysts have been revising their estimates upwards for “the first time in about four years.” He likes AbbVie (ABBV), which he expects to beat earnings next week, PNC Financial (PNC), where he sees a “great buying opportunity” after they fell on earnings, and Linde (LIN), a “leader in the gas area” that is critical...

While AMD Inc. (AMD) picked up lots of traction on Friday, LikeFolio's data shows Nvidia (NVDA) holding a wide gap when it comes to interest through web visits and existing customers. Andy Swan takes traders through his firm's data to highlight his bullish stance on the A.I. giant. One key point behind his thesis: data center demand, highlighted through spend in OpenAI, xAI, and Meta Platf...

Intel's (INTC) earnings sparked a stock rally in the overnight hours that has since faded throughout Friday's session. Matthew Bryson says the stock remains expensive even though its financials signal a turnaround. Ryan Shrout sees upside to Intel thanks to backing from Nvidia (NVDA) and cost cutting measures that took some red ink off the balance sheet. ======== Schwab Network ======== Em...

Tony Bancroft doesn't see much downside when it comes to the defense sector. He points to increasing defense spending and rising geopolitical tensions benefitting companies like RTX Corp. (RTX) and Lockheed Martin (LMT). Tony later talks about the impacts to the aerospace industry and how companies like Boeing (BA) fly on defense tailwinds. ======== Schwab Network ======== Empowering every inv...

To close out this week's Big 3 segments, StocksToTrade's Tim Bohen turns to three stocks that have gained investor interest while seeing notable consolidation over recent weeks. Tim talks about why he's watching price action in Intel (INTC), Tesla (TSLA) and Macy's (M). Rick Ducat gives investors insight into key levels to watch in the charts. ======== Schwab Network ======== Empow...

Patrick Mueller says the Fed is always late to the game, and it will be interesting to see if they can cut interest rates without inflation issues. He talks about the holiday spending season and how retailers will navigate a stressed consumer environment. While he compares market concentration to the dot-com bubble, he argues that this time around, the megacaps have “strong earnings.” However, he...

Austin Lyons analyzes one of the five Mag 7 companies reporting earnings next week: Alphabet (GOOGL). He believes the company needs to prove generative A.I. is a benefit to its business instead of a threat as Google search and cloud revenue show formidable growth. Austin also notes interesting A.I. opportunities for Alphabet's YouTube platform. Alex Coffey offers a pair of example options trad...

Oracle (ORCL) issued a massive $38 billion debt offering to build a Stargate data center in Wisconsin. OpenAI and Vantage joined Oracle in the development with an expected 2028 completion date. Marley Kayden takes investors through the details of the report to help explain why the stock is rising on the headline. Prosper Trading Academy's Charles Moon offers an example options trade for Oracle...

Charles Schwab's Cooper Howard says the delayed CPI report released Friday morning does offer reprieve against sharply rising inflation, though he adds inflation as a whole is still climbing. Cooper highlights the perspectives he sees on both sides of the inflation coin and the challenges it presents to the Fed. ======== Schwab Network ======== Empowering every investor and trader, every marke...

Philip Diehl reacts to Friday’s CPI report and what it means for the Fed. He anticipates at least two 25 basis point rate cuts this year, with another 1-2 next year as the “base case.” However, until we get more clarification around private credit risks, “we don’t know what that course will be” beyond October. He warns though that those cuts won’t drive the market higher. Philip expects the dollar...

Kevin Green breaks down much-needed economic data seen in today's September CPI print delayed due to the economic shutdown. He also explains how PMI reached "contractionary territory" and why the party divide in consumer sentiment is important despite a "little changed" headline number. ======== Schwab Network ======== Empowering every investor and trader, every market day....

“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 2...

Kevin Hincks says shelter prices softening was a big component to the latest CPI data being slightly lower than expected. September's delayed inflation print was released Friday after furloughed BLS employees were brought back to compile the data. One item that stood out to Kevin: Gasoline prices going higher, as crude oil prices fell nearly 9% in the month. Overall, he suggests it is a "...

Deckers (DECK) posted an earnings beat but stumbled when it came to guidance. Newmont (NEM) also showed a beat, though the gold miner saw headwinds when it came to the sharp moves in gold prices among other yellow flags. Procter & Gamble's (PG) stock pushed higher on better-than-expected earnings. Diane King Hall explains the earnings driving market moves to close out the last trading day...

Five of the Mag 7 companies report earnings this week, and Angelo Zino takes investors through everything they need to know when it comes to analyzing the prints. His biggest point for investors: watch how these companies manage spending on A.I. As long as demand for A.I. continues to accelerate, Angelo believes spending can as well. He makes the case that Microsoft (MSFT) is the best-positioned o...

Next week's earnings calendar gets busy as several Mag 7 names report their latest quarterly figures, including Alphabet (GOOGL). Rick Ducat dials up the chart to discuss its recent performance and areas of technical interest over the past year. Using standard deviation studies, Rick draws current priced in moves on the options market saying $281 would be the upside resistance at this time. La...

Ahead of next week's earnings event, Brett Crowther checks out the chart for eBay (EBAY). On the shorter-term 5-day chart, he highlights a small range between $94-$96 with low trading volume, suggesting a wait-and-see approach from investors. Zooming out to 1-year chart, Brett looks at a range between $87-$101. He notes that shares tested that $87 support level 4 times in the past couple of mo...

On Broadcom (AVGO), Matt Tuttle says "they're at the forefront of every single aspect" of A.I. capex spending. He compares them to Nvidia (NVDA), saying AVGO is "tempting right now" when choosing between the two. Matt points to the broad reach in hardware, software and infrastructure saying it could be sheltered from any volatility in an A.I. pullback. He says investors nee...

Kevin Green says this morning's headlines about Pres. Trump terminating trade negotiations with Canada was not on his (or most investors) radar. The ad in question was funded by the Canadian province of Ontario and featured former Pres. Ronald Reagan speaking negatively about tariffs, prompting the halt to trade talks. KG weighs whether or not it will be a "blip" on the geopolitical...

Dave Sedacca joins Morning Movers to discuss the state of institutional adoption of blockchain technology. He says there's been meaningful momentum from the "tradfi" participants to "defi." He says investors should do their own research to gauge their exposure to the blockchain space, saying that it "is something you'll want a piece of going forward." Dave say...

Dave Mazza of Roundhill Investments talks about his firm's MEME ETF after it added Beyond Meat (BYND) to the portfolio. The stock saw extreme volatility over the last few days, trading as low as 50 cents last Thursday, to as high as $8.86 in Wednesday's premarket hours. Dave explains how its's just one of many examples that show how retail traders have become a force that can't be...

Thursday's session reversed Wednesday's down day and closed with all green arrows. Quantum stocks saw some of the biggest up action while Molina Healthcare (MOH) saw some of the worst after posting a lackluster earnings report. Intel (INTC) managed to muscle gains off its earnings thanks to an EPS beat and A.I. optimism. Marley Kayden takes investors through the biggest stories of the day....

There were plenty of green shoots to see on Thursday's trading session, but Marley Kayden and Sam Vadas take investors through ones they see as critical ahead of the final session of the week. They explain why they're watching Intel (INTC), quantum stocks, and crude oil. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Intel (INTC) rallied after posting a stronger-than-expected earnings beat leadership credits from a focus on A.I. and funding from the U.S. government and Nvidia (NVDA). Ford (F), however, saw headwinds due in part to a factory fire. Marley Kayden, Sam Vadas, and Kevin Green take investors through the earnings reports to explain what's driving price action. ======== Schwab Network ======== Emp...

Garrett Motion (GTX) shares are surging after an earnings beat. Alex Coffey breaks down the rally and the company's business model connected to the automotive sector. GTX topped 3Q EPS and revenue estimates and raised its guidance, helping lift shares to new 52-week highs and its highest point in nearly 6 years. Alex points out the company's diversification into electric vehicles that coul...