Schwab Network

Elanco Animal Health (ELAN) CEO Jeff Simmons discusses the company's strong execution, highlighting market share gains, innovation, and cash generation as key growth drivers. He explains how the successful Bayer Animal Health integration has strengthened Elanco's position in pet and farm animal health, while the resilience of pet spending continues to support future growth. ======== Schwab...

Tony Zabiegala of Strategic Wealth Partners explains why expanding market leadership and strong earnings growth support the ongoing bull market, even as investors prepare for potential volatility tied to Fed policy, elections, and geopolitics. He also discusses Strategic Wealth Partners' bullish outlook on uranium producer Cameco (CCJ), arguing that surging AI-driven power demand could create...

CFRA's Zach Warring joins Morning Trade Live to look at the state of sports wagering companies like DraftKings (DKNG) and Flutter Entertainment (FLUT). The biggest headwind in his mind: Prediction markets like Kalshi and Polymarket eating into their business. Zach says the companies are trying to get into the prediction space, but it could be costly. Later, Tom White illustrates an example opt...

Shares of Applovin (APP) dropped sharply after the company missed revenue estimates, something executives claimed was a result of bad timing. Marley Kayden recaps the conference call and dives into the earnings figures that stood out to investors, while examining the analyst reaction to APP's drop including a downgrade from Wells Fargo. Later, Joe Tigay discusses an example trade for APP. ====...

Mike Townsend provides his D.C. insights on Fed Chair Kevin Warsh's relationship with President Trump and what it means for the current rate cycle. Later, he addresses the "healthy skepticism" investors have over a perceived deal to reopen the Strait of Hormuz, saying consumers "just want to see gas prices come down." Mike also touches on the long checklist facing the U.S....

Ahmed Riesgo, CIO at Insigneo, explains why strong corporate earnings and a resilient U.S. economy support further gains for stocks despite expected third-quarter volatility. He discusses the Fed's rate outlook, the potential for S&P 500 (SPX) multiple expansion, the yen carry trade, and how falling AI costs could create both winners and losers across the market. ======== Schwab Network ==...

Christopher Zook puts the AI trade in focus, breaking down those that spend versus those that earn using companies such as Meta Platforms (META) and Palantir (PLTR) to assess the different ways AI impacts these businesses. Christopher maps out his bullish outlook for alternative assets and the space industry. Among his stock picks: Palantir (PLTR), Cerebras (CBRS), X-Energy (XE), York Space (YSS)....

Sam Vadas and Nicole Petallides jump right into a trio of earnings movers following Thursday's opening bell. First up, DataDog (DDOG) dropping after earnings failed to impress investors. Next, Applovin (APP) missed on revenue and shares dipped. Finally, a double miss for Celsius (CELH) something Sam believes could be a "significant margin compression story." ======== Schwab Network =...

Phil Rosen explains why the equal-weight S&P 500's (SPX) outperformance points to a broadening bull market, even as stocks like Apple (AAPL) and Western Digital (WDC) see individual volatility. He also discusses rising AI investment from Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL), and highlights Eli Lilly (LLY) as a top biotech pick with trillion-dollar potential. ======== Schwa...

Kevin Hincks starts his day by looking at weakness in the Nasdaq-100 (NDX) pointing to the steep selling in memory stocks like Western Digital (WDC) and SanDisk (SNDK). He discusses the expectations from Wall Street versus the reality of earnings reports and what it all means for stock price activity moving forward. Later, he and Nicole Petallides discuss several headlines impacting today's tr...

Airbnb (ABNB) reports earnings after Thursday's close, so Rick Ducat jumps to the chart screen to show how it stacks up against competitors like Expedia (EXPE). He looks at the uptrend in shares taking place as well as technical indicators to note prior to the earnings release. Later, Rick demonstrates an example options trade using an Iron Condor strategy. ======== Schwab Network ======== Emp...

Joining from the NYSE set, Trex (TREX) CEO Adam Zambanini describes his company's acceleration of expansion in Arkansas, their latest earnings report and the reasons why consumers prefer composite decking to traditional wood. Adam reveals more about his company's distribution network and national reach, with growing demand from the Sun Belt region. ======== Schwab Network ======== Empowering every...

Michael Sarner joins Morning Movers to discuss opportunities in private credit. He says there could be a "small company bias" which could keep investors away from understanding the nuances and relationships with smaller companies. On AI, Michael says it is in the early innings but could help build products for small companies to increase efficiency and not replace workers. ======== Schwa...

Following earnings, Wells Fargo raised its price target for Eli Lilly (LLY) to $1330. Kevin Horner looks at the past 90 trading days and sees a "well defined uptrend" in LLY's chart. He notes a range between $1095 to $1235 with shares clearing the $1110 level as prior resistance. He believes that could act as a new support level for traders to monitor. ======== Schwab Network =======...

Tom White kicks off the trading coverage with a look at the drawdown in crude oil prices this week. He and Jenny Horne discuss ongoing negotiations with Iran to re-open the Strait of Hormuz, which Tom sees the "narratives starting to change a bit." On the earnings front, Tom examines the drop in Western Digital (WDC) shares after disappointing guidance and what he thinks could be profit...

Western Digital (WDC) and SanDisk (SNDK) both dropped after earnings as the memory makers slipped despite top-and-bottom line beats. Alex Coffey joins Marley Kayden and Sam Vadas to break down the reports, and he says the earnings conference calls will be important for these companies to clarify guidance and outlook amidst rising memory costs. It was a different story but same result for Applovin...

SpaceX (SPCX) and AMD (AMD) lagged on a day that saw a new record high for the Dow Jones ($DJI). Applovin (APP) saw a huge decline after a revenue miss in its latest earnings. Meanwhile, Western Digital (WDC) fell after an earnings beat. Marley Kayden recaps the trading day. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

Marley Kayden and Sam Vadas wrap up Wednesday's session with a few overlooked headlines to keep on the radar. Marley details a cautionary note from Bank of America (BAC) CEO Brian Moynihan before turning attention to a significant AI shake-up at Alphabet (GOOGL). Sam turns her attention to the weight-loss drugmakers as the competition between Eli Lilly (LLY) and Novo-Nordisk (NVO) heats up. ==...

Mamadou-Abou Sarr joins Market on Close with his eyes on the current rate environment facing the Fed under new Chair Kevin Warsh. He sees the long end of the curve as an area investors price the Fed's credibility on inflation. He later discusses the duration differences and risk levels facing investors looking at the yield curve. Sarr later describes ways investors could diversify their portfo...

Jillian DelSignore discusses the growing competition among Nasdaq-100 ETFs and why the index has evolved into a core portfolio allocation. She also examines the popularity of options-based income ETFs and highlights the Invesco PHLX Semiconductor ETF (SOXQ) as a diversified way to gain exposure to the semiconductor industry's growth beyond Nvidia (NVDA). ======== Schwab Network ======== Empowe...

Dominic Nolan, CEO of Aristotle Pacific Capital, discusses the launch of three actively managed ETFs and the firm's approach to credit investing. He explains how bottom-up research and top-down portfolio positioning help uncover relative value opportunities, while short-duration bonds continue to offer attractive yields in the current market environment. ======== Schwab Network ======== Empowe...

Morningstar's Matt Dolgin and CFRA's Ken Leon break down Walt Disney's (DIS) latest earnings, highlighting the strength of the experiences business and improving profitability in streaming. They discuss Disney's long-term growth strategy, investments in parks and cruises, and why the stock may remain undervalued despite broader consumer and industry headwinds. ======== Schwab Netwo...

CFRA's Keith Snyder says "there was a lot to like" in SpaceX (SPCX) earnings, but he points to a red flag in the company's capex spending levels. He also likes the "firm" computing power contracts SpaceX holds but he wants to hear if the company can grow "on its own without renting out excess capacity." On Starlink, Keith calls the subscriber growth "noth...

Michael Monaghan outlines the three major forces shaping today's market: Middle East energy stability, AI-driven capital spending, and continued job growth. He highlights Bloom Energy (BE) as a beneficiary of rising AI power demand, discusses Palantir's (PLTR) commercial growth story, and explains why Waste Connections (WCN) remains a dependable long-term compounder. ======== Schwab Networ...

Sam Vadas digs in to the numbers for SpaceX (SPCX) after Elon Musk's company revealed its first earnings as a publicly traded company. She examines the rocket manufacturer's capital expenditures, cash hoard and AI segment operating losses as standouts from the report. Looking forward, she underlines the lockup expiry for potentially more than 900 million shares as a possible headwind for i...