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Nvidia (NVDA) has nearly doubled its quarterly data center revenue from a year ago, shown in the Mag 7 giant's latest earnings beat. The company's guidance for the current quarter also came in 5% higher above Wall Street estimates at the midpoint. Marley Kayden, Sam Vadas, and George Tsilis take investors through Nvidia's gargantuan numbers in the report and explain why the "narra...

Josh Schafer breaks down Nvidia's (NVDA) earnings beat, rising AI chip demand, and whether hyperscalers can finally challenge Nvidia's dominance. He explains what Nvidia's dividend increase and massive market cap mean for future stock moves. Josh also questions if growing demand is actually making the AI chip market tougher for Nvidia. ======== Schwab Network ======== Empowering every...

Steve Bruce says markets are balancing strong AI-driven momentum with stubborn inflation and weak consumer confidence. He highlights value in small caps, emerging markets, and commodities as potential hedges. Bruce adds that Nvidia (NVDA) remains a key test for the broader rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Sam Radwan says China is projecting strength globally while balancing weak consumer sentiment at home. He highlights rising valuations in China’s tech sector and risks of a correction. Radwan also notes a shift toward domestic AI infrastructure as reliance on U.S. chips declines. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Charles Schwab's own Ben Watson breaks down the key S&P 500 (SPX) technicals investors are watching. On stock movers, he highlights Colgate-Palmolive's (CL) steady dividends and Nucor (NUE) as a tentative beneficiary from the AI buildout. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors...

Ethan Powell of Brookmont Capital Management highlights catastrophe bonds as an uncorrelated income strategy tied to natural disaster risk. He says his fund's Catastrophe Bond ETF (ILS) offers strong yield with limited exposure to traditional market volatility. Ethan adds that global diversification helps provide resilient returns regardless of macro conditions. ======== Schwab Network =======...

Shaon Baqui says Nvidia (NVDA) faces a key test as competitors like Amazon (AMZN) and Alphabet (GOOGL) push custom silicon. He highlights strong demand, a growing product roadmap, and Nvidia’s CUDA moat as key advantages. He adds that supply constraints and cost efficiency will shape the next phase of competition. ======== Schwab Network ======== Empowering every investor and trader, every market...

Tony Zipparo and Ian Tien break down why markets are pushing higher, what Nvidia's (NVDA) earnings could signal next, and the biggest takeaways from Google I/O this week. They discuss why they believes Alphabet's (GOOGL) AI acceleration, Gemini's rapid rollout, and cloud growth position the company as an AI winner. ======== Schwab Network ======== Empowering every investor and trader,...

Travis Maderia, CEO of Lobsterboys, says rising energy costs are pressuring the food supply chain, despite temporary relief from strong supply. He highlights growing strain on independent producers as distributors like Sysco (SYY), United Natural Foods (UNFI), and Performance Food Group (PFGC) dominate. Maderia adds that logistics, storage, and thin margins are key risks in today’s inflation envir...

LikeFolio's Megan Brantley says Walmart (WMT) continues to gain share across income groups, driven by strong e-commerce and delivery growth. She notes the company is outperforming peers like Target (TGT) and TJX Companies (TJX). Brantley warns that elevated valuation leaves little room for error heading into earnings. ======== Schwab Network ======== Empowering every investor and trader, every...

Andy Wang and Burt Flickinger break down Target (TGT) earnings, highlighting strong digital growth and improving traffic. They say the turnaround is gaining traction despite initial market skepticism. The pair point to long-term upside as TGT invests in distribution and competes with Walmart (WMT). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

Dave Nicholson discusses how Alphabet's (GOOGL) Gemini AI is becoming the foundation of its ecosystem and reshaping the future of search and online shopping. He also explains why Apple (AAPL) could emerge as Google's biggest consumer competitor after its June conference, while Microsoft (MSFT) remains a major threat on enterprise side of AI. ======== Schwab Network ======== Empowering ever...

TheoTrade's Don Kaufman breaks down today's Big 3. He includes a bullish call spread on Nike (NKE), a bearish outlook on CVS Health (CVS), and explains why he sees Cisco (CSCO) as a steal at current prices. Don offers example options trades for his picks while Rick Ducat walks us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering every investor and...

Nvidia (NVDA) is expected to move markets after the close following a surge in the stock so far this year. Andrew Arons makes the argument the Mag 7 company is still cheap on a forward basis. He outlines key metrics to watch in earnings that he sees solidifying the bull thesis. Andrew names IBM Corp. (IBM) as a value stock with strong connections to AI and quantum computing. ======== Schwab Networ...

Paul Stanley breaks down what to expect from Nvidia's (NVDA) upcoming earnings report and why the stakes are so high for both the company and the broader market. He discusses growing competition in the chip space, AI's impact on the economy, and why an earnings beat could lift the market as a whole. George Tsilis takes investors through his example options trade for Nvidia. ======== Schwab...

Alex Coffey discusses Target's (TGT) strong quarter, including 6.7% revenue growth, better-than-expected operating margins, and the company's biggest comparable sales growth since 2022. Scott Bauer walks us through an example options trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors....

Tani Fukui says retail strength is masking real demand weakness once adjusted for inflation. She highlights pressure on lower-income consumers and rising costs tied to AI-related construction. Fukui adds the labor market remains supported for now, but risks are building. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslett...

Charles Schwab's Jim Ferraioli believes crypto needs a fundamental catalyst for Bitcoin to break through heavy resistance forming around $82,000. The biggest stepping stone for cryptocurrencies will be the passage of the Clarity Act, according to Jim. He outlines the path he sees for crypto's rebound and why the cost for Bitcoin mining remains another key headwind. ======== Schwab Network...

The S&P 500 (SPX) is testing a key area of resistance established over recent weeks, says Kevin Green. Nvidia's (NVDA) earnings will be the catalyst that makes or breaks the trend. KG walks investors through the technical levels to watch into and after Nvidia's report. He highlights crude oil's move toward a key apex in price action as a stalemate on peace talks continues between t...

Chris Versace sets the table for Nvidia's (NVDA) earnings ahead of the Mag 7 giant's report after Wednesday's closing bell. He favors the stock and explains why Nvidia will be a long-term disruptor as use cases for AI develop. Chris then turns to the greater AI trade and what it means for job productivity. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Ahead of Nvidia's (NVDA) earnings after the close, Diane King Hall breaks down Wednesday morning's biggest market movers. She highlights Cava's (CAVA) strong traffic growth, Lowe's (LOW) earnings beat and resilient home services demand, and Toll Brothers' (TOL) continued strength in luxury home building. ======== Schwab Network ======== Empowering every investor and trader, eve...

Bob Lang says market momentum is at a crossroads as the S&P 500 (SPX) and Nasdaq-100 (NDX) experience light volume. He highlights strong earnings support but growing caution among investors. Bob flags Nvidia (NVDA) earnings as a key test, with heavy options activity signaling big expectations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

It's not just Nvidia (NVDA) that's expected to move after earnings. Kevin Hincks tells investors to pay attention to the greater AI trade for other movers, from data center stocks like CoreWeave (CRWV) and Nebius (NBIS), to other chipmakers like Broadcom (AVGO) and Marvell (MRVL). Also on Kevin's radar: yields and the steady climb they've experienced on rising inflation expectation...

Nvidia (NVDA) has rallied over 60% year-over-year, but as Rick Ducat points out, Nvidia's outperformance is underperformance compared to some of its chipmaking peers. He walks investors through the technical set-up he sees for shares ahead of the Mag 7 giant's earnings after the close Wednesday. Rick then turns to an example options trade for Nvidia. ======== Schwab Network ======== Empowe...

Malibu Boats (MBUU) CEO Steve Menetto talks about the company's latest earnings and the direction he wants to the company to sail toward. He also talks about the difficulties his company overcame regarding inventory and ways Malibu Boats cruised through other headwinds. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsl...