Schwab Network

Broadcom (AVGO) shares fell on earnings even though the company posted strong earnings. Melissa Armo says it's interesting considering Nvidia (NVDA) and some of the other AI chipmaking peers rallied after their earnings. Jay Hatfield attributes the selling action to a "hedge fund blowup" as Wall Street reanalyzes exposure to the AI space. The panel analyzes where Broadcom stands in t...

ProcureAM's Andrew Chanin turns to earnings in Planet Labs (PL) and ways AI will shape the satellite company's report. He sees Planet Labs holding "powerful tools" in mapping and tracking, the question lies in when it will turn profitable. Though timelines extend years into the future, Andrew believes a global growth story in space companies set a wide landing pad for growth. He...

Amy Zhang highlights the early stages of AI integration into healthcare, particularly digital biology, where the intersection of life science and computational technology creates a golden age for data-advantaged companies. She points to Guardant Health (GH) and its Infinity AI platform as a standout in the liquid biopsy space. ======== Schwab Network ======== Empowering every investor and trader,...

LikeFolio's Megan Brantley highlights Lululemon Athletica's (LULU) struggle to resonate with consumers as shifting preferences move away from synthetic fabrics and competition intensifies. She sees potential for a turnaround with new leadership, though demand remains subdued in the Americas. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

As rallies in Bitcoin and Ethereum stall, Adam Lynch takes investors through the price action of both to explain how "psychological levels" are playing a role in the sideways move. Along on Adam's radar: Strategy (MSTR) resuming Bitcoin purchases and perpetual futures for cryptocurrencies. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

NCTA CEO Cory Gardner emphasizes the importance of unlicensed Wi-Fi for innovation and consumer access amid the complex debate over licensed versus unlicensed spectrum. He warns that China is trying to shape global spectrum rules to favor licensed cellular networks, which could disadvantage U.S. manufacturers and consumers. ======== Schwab Network ======== Empowering every investor and trader, eve...

The post-earnings surge in Snowflake (SNOW) shares is something Mark Gibbens sees reinforcing newfound market confidence in software. Even though HPE (HPE) did not rally after reporting strong numbers, he says the a still-strong AI story backs the company's momentum. Steve Koenig believes software's resurgence is more "nuanced" and "company specific" than Mark highlight...

Legacy and new stocks take the attention of Dan Deming on today's Big 3. For Verizon (VZ), he sees the company's yield as "compelling" amid all the current risks weighing against equities. Copper and silver's resurgence is something Dan sees lifting Newmont (NEM) shares and believes SpaceX (SPCX) "found its footing" after volatile post-IPO trading action. Dan offers...

Andrew Arons does not expect to see the volatility the stock market typically sees in September. That said, he urges investors keep cash on the sidelines in the event of a pullback. Stocks on Andrew's buy list include Apple (AAPL), Netflix (NFLX), and TJX Companies (TJX). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Morningstar Wealth's David Swartz maintains a bullish long-term outlook on Lululemon (LULU) despite low earnings expectations, citing its debt-free status, strong cash flow, and growth opportunities in China and product line expansion. Tom White suggests a cash-secured put strategy for bullish investors to potentially acquire shares at a discount. ======== Schwab Network ======== Empowering ev...

Broadcom (AVGO) beat on the top and bottom line but didn't meet Wall Street's mark for guidance. As Marley explains, the company showed enough strength to reassure investors that the AI trade is accelerating, though customer concentration with companies like Alphabet (GOOGL) present growing risks. Joe Tigay offers an example options trade for Broadcom. ======== Schwab Network ======== Empo...

Charles Schwab's Collin Martin directs his attention to the steady rise in Treasury yields and expectations for Fed policies, the latter of which he sees a dramatic shift in as interest rate hike probabilities push higher. That said, he makes the case the economy remains very healthy. Kasey McCurdy discusses why it's important to keep bonds in your portfolio and explains strategies to cons...

Unicus Research CEO Laks Ganapathi warns that the end of nearly two decades of cheap money is creating market nervousness as $40 trillion in U.S. debt needs refinancing. She flags the auto sector as a sign of consumer strain and expects inflationary pressures to persist through the fourth quarter. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

NetApp (NTAP) initially popped on its earnings report, but as Diane King Hall points out, concerns over its free cash flow had investors second guessing the company's outlook. Five Below (FIVE) continues to show strength in discount retail in its earnings while Victoria's Secret (VSXY) plunges on its report. ======== Schwab Network ======== Empowering every investor and trader, every marke...

Marie Myers, CFO of HPE (HPE), discusses the company's "exceptionally strong demand" thanks to the AI evolution that led to a beat and raise quarter. She explains how HPE is "drinking its own champagne" by expanding AI infrastructure and its existing partnership with Oracle (ORCL). Marie also talks about HPE's "five-star rating" for pricing discipline and how...

Angel Oak Capital Advisors' Clayton Triick argues the labor market is structurally changing as baby boomers retire, keeping unemployment low. He sees a potential September rate hike as "one and done," offering bond investors an excellent entry point, while staying bullish on equities into the second half. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Comments from Christopher Waller supporting an interest rate hold for September is what Kevin Hincks sees keeping stocks steady into Thursday morning's trading action. Kevin explains how jobs and inflation data will support Waller's comments and outlines the latest jobless claims print. One sticking point to the rate hold thesis continues to be crude oil, which hit $93 ahead of the opening...

After CrowdStrike (CRWD) and Palo Alto Networks (PANW) added confidence to cybersecurity's outlook, investors turn to ZScaler (ZS) earnings as the next test for the sector. Rick Ducat points to the stock's lagging price action and notable resistance areas ahead as key tests for momentum. He then offers an example options trade for ZScaler. ======== Schwab Network ======== Empowering every...

"We don't need to add many jobs to keep the market stable," says Joe Brusuelas on the state of employment. He warns investors: "don't trade" the August jobs print on Friday, as he doesn't see the number shaping the Fed's outlook nor leaving a big impression on equities. Joe points to next week's CPI as the true bellwether that will determine if the Fed will...

Charles Princiotto talks about how investors can navigate fixed income markets as lasting uncertainty continues to linger over the Fed's interest rate outlook. He highlights corners of the market he likes and how broadening strength in equities offers another chance to "look under the hood" for those looking to diversify portfolios. ======== Schwab Network ======== Empowering every i...

The number of stocks in the S&P 500 (SPX) falling below their 50-day SMA is growing, a warning sign Tom White sees for the market's momentum. It also complicates the Fed's interest rate outlook further as crude oil hits $93. In earnings, Tom explains why Broadcom (AVGO) and HPE (HPE) sold off on strong earnings and guidance while Snowflake (SNOW) rallied. He turns to breaking news afte...

Amazon (AMZN) expanding into AI through AWS cloud is the biggest factor Brett Crowther of Charles Schwab tells investors to watch when it comes stock moves. Turning to the five-day and one-year charts, Brett highlights how bullish pressure opens the door for another run in shares. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

Dell Technologies (DELL) surged almost 16% on Wednesday's trading session and helped lift the entire tech sector ahead of Broadcom (AVGO) and Snowflake (SNOW) earnings. Marley Kayden takes investors through the biggest earnings reports of Wednesday's trading day. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslett...

Uber Technologies (UBER) lays off thousands of workers as U.S. private payrolls appear to slow in the latest ADP employment report. Staying in the automobile space, Tesla (TSLA) EV sales hit the brakes in China ahead of the company's Cybercab event Thursday. Marley Kayden and Sam Vadas give investors their top takeaways for Wednesday's trading session. ======== Schwab Network ======== Empo...

It's a tech-heavy earnings evening led by Broadcom's (AVGO) blockbuster report. Marley Kayden, Sam Vadas, and Alex Coffey discuss the Big Tech firm's earnings and what it means for the outlook of the greater AI trade. Also under discussion: a post-earnings rally in Snowflake (SNOW), mixed reception to HPE's (HPE) report, and a selloff in NetApp (NTAP). Five Below (FIVE) also offere...