Schwab Network

Nvidia's (NVDA) earnings posted record numbers for the company and bolstered a market-wide rally early in Thursday's session. That rally faded by the afternoon when the stock fell 6% from its intraday high. Marley Kayden attributes the selling action to persistent fears of an A.I. bubble despite Nvidia management pointing to "sold out" Blackwell orders suggesting otherwise. She t...

Likefolio’s Landon Swan says Ross Stores (ROST) is “blowing the [retail] thesis up” as it roars ahead. He notes strength in women’s apparel and beauty, along with more high-income shoppers. The company also expects tariffs to ease or normalize soon. However, he thinks investors have high expectations going into earnings, which could make it harder to climb higher. ======== Schwab Network ========...

Volatility hit Nvidia (NVDA) late Thursday morning following its earnings report, though Hatem Dhiab sees the company maintaining strength for the long-term. He calls the report "fantastic" and its $500 billion Blackwell guidance "really insane." That said, he sees the company hitting the metrics due to its "full stack" approach. Louis Kondratev adds that it's &qu...

Brad Rapking looks to the end of the year and reacts to Nvidia (NVDA) and Walmart (WMT) earnings. “We’re probably in a bubble of people calling for bubbles…there’s always going to be a bit of froth in new technologies,” he says, saying pullbacks are healthy. He sees a “positive wealth effect” with markets at highs that he thinks will support consumer spending even as jobs weaken. He also covers so...

As markets grapple with Nvidia's (NVDA) earnings, Prosper Trading Academy's Charles Moon highlights three stocks he believes will be big movers in the coming weeks and months. He highlights Oracle (ORCL) as a stock that can rally significantly if the A.I. picture improves, Carvana's (CVNA) strength where high beta peers showed weakness, and Western Digital's (WDC) "critical&qu...

Jeffrey Cleveland doesn’t expect the data fog to clear even with the September jobs report. He thinks the labor market has softened since September and highlights the three-month average of payroll growth, noting that typically you don’t see slowdown like this outside of a recession. He’s “50/50” on the odds of a December rate cut and takes a look at recent Fed speaker comments. ======== Schwab Ne...

Phil Panaro said multiple times on Schwab Network that he expects Nvidia (NVDA) to hit $800 by 2030. He's upping that metric today to $1,000 and added that Nvidia will reach $1 trillion in revenue. Phil argues that "A.I. is like electricity" as the tech evolves from one phase to the next. He outlines all the ways he sees Nvidia benefitting in A.I.'s next leaps, from data center s...

Existing home sales came in-line with expectations and September jobs bolstered what Kevin Green calls a "goldilocks print." That, paired with a VIX crush following Nvidia's (NVDA) earnings, set the floor for a solid market bounce. However, KG argues the market "still has to prove itself," with one of the biggest tests being an attempt to recapture the SPX's 20-day SMA....

Affluent customers are adding to drive Walmart's (WMT) growth, shown in the company's latest earnings. Marley Kayden highlights accelerating in-store sales and delivery numbers driving Walmart's balance sheet. Joe Tigay offers an example options trade for the retail giant. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and...

Charles Schwab's Liz Ann Sonders called the September jobs a "mixed bag" report without having October's data to follow it up. She notes that an economy heading in an uncertain direction, paired with a retail trader-dominated market, will create "whipsaw" action for the foreseeable future. Mike Townsend adds to the lack of economic clarity creating a troubling situation...

Sean O’Hara reacts to Nvidia (NVDA) earnings and calls it a perfect way to be positioned to benefit from the AI capex spend. He also likes Palo Alto (PANW). “I would rather be on the receiving side of this massive capex,” he says. “You receive those dollars” not by investing in hyperscalers, but in the smaller companies they need to buy from to achieve their aims. Sean also highlights Walmart (WMT...

Jimmy Lee still thinks we’ll see a rate cut in December to avoid stagflation and sees opportunities in small caps if it happens. “We also like cyclicals,” he adds, anticipating continued consumer spend. While private credit remains a concern, “not all private credit is the same,” he stresses, and bad loans are a “very small” part. ======== Schwab Network ======== Empowering every investor and trad...

Western Digital (WDC) has more room to run, according to BofA. Diane King Hall explains the firm's price target hike and why hard disk drive demand is a key piece to its bullish outlook. Palo Alto Networks (PANW) slid slightly to the downside despite posting strong earnings and guidance. Investors appear to have questions around the company's $3.35 billion acquisition of Chronosphere. In t...

"Welcome to the melt up," says Kevin Hincks, as markets soared ahead of Thursday's opening bell. It's no secret that Nvidia's (NVDA) earnings served as the catalyst, with leadership appearing to quell fears of an A.I. bubble popping. Kevin also talks about the September jobs report and how it emphasizes the Fed's focus on the labor market. He makes the case a December int...

Ton Strategy CEO Veronika Kapustina joins Diane King Hall at the NYSE set to discuss the crypto markets. Veronika provides her perspective on recent weakness in the overall crypto space. Her company invests in a native token currency for the Telegram network called Toncoin. Veronika describes the unique setup and access Toncoin has with its 1 billion Telegram users. She believes it has been massiv...

Strategy (MSTR) shares have pulled back as Bitcoin prices have slipped lower this month. Rick Ducat examines the chart's fall and focuses on several key indicators driving MSTR shares lower. Later, Tom White composes an example options trade using a call vertical strategy. Tom explains the neutral to bullish nature of his example trade and describes the ways in which it has some lessened downs...

Burt Flickinger offers a bleak outlook for retail this holiday season, noting that most consumers are financially stretched. He points to a significant divergence in performance, with retailers like Walmart (WMT), TJX Companies (TJX), BJ's Wholesale (BJ), and Costco (COST) thriving. Conversely, full-price department stores generally struggle, with Dillard's (DDS) being a notable exception....

Nvidia (NVDA) earnings have arrived! Kevin Green and Diane King Hall break down the A.I. chipmaker's latest numbers, including its guidance and what it means for the rest of the A.I. trade. Elsewhere in big tech, Alphabet (GOOGL) touched all-time highs after releasing Gemini 3.0, but KG says there's more happening there with international projects. He says GOOGL is really holding up the Co...

Brett Crowther looks at recent support and resistance levels for Western Digital (WDC) pointing to $162 as an upside test over the last 5 trading sessions. Brett shows the run-up in shares seen since late May but adds a note of caution when discussing its slight decline in the RSI momentum study. He adds a Fibonacci study to demonstrate possible upside levels WDC could hit. ======== Schwab Network...

Investors will "take what we can get" with September's jobs report expected Thursday, says Charles Schwab's Collin Martin. He will watch for weakening labor market trends that could heighten chances for a December interest rate cut from the Fed. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - htt...

Nvidia's (NVDA) earnings will take up most of the oxygen in markets for the next 24 hours, but don't miss other headlines impacting stock moves. Marley Kayden and Sam Vadas turn investor attention to the Bureau of Labor Statistics and why it won't release a full October jobs report. They also note the U.S. decreasing reliance on rare earth metals from China and Bitcoin's steep sell...

While Nvidia (NVDA) undeniably drew most investors' attention after hours, Datavault AI's Nathaniel Bradley turns to Palo Alto Networks' (PANW) earnings to explain why the company saw downside action after its beat and guidance raise. He attributes the selling to Palo Alto's $3.35 billion acquisition of Chronosphere. Nathaniel explains how the evolution of A.I. pushed Palo Alto to...

Keith Gangl says Nvidia (NVDA) "checked all the boxes" it needed for its earnings report, calling the numbers "fantastic." He points to Nvidia's "sold-out" Blackwell and cloud GPUs showing no slowdown for A.I. demand even if the trade is "overheated." Keith adds that competitors like AMD Inc. (AMD) and Broadcom (AVGO) also have plenty of room to grow alo...

Nvidia (NVDA) muscled a strong rally for the A.I. trade after hours thanks to a notable beat on EPS and revenue. The company also sees guidance for the current quarter higher than Wall Street estimates. Marley Kayden, Sam Vadas, and George Tsilis take investors through the eye-watering numbers of Nvidia's market moving report, from data center revenue, to expectations for Blackwell and cloud G...

Jenny Horne and Nate Peterson jump into this week's Crypto Corner with a look at this month's weakness in Bitcoin (/BTC). Nate points to one trend being followed in the crypto community with weakness appearing 18-20 months post-halving events. He explains what it means for the Bitcoin chart before turning his attention to the moves in Ethereum (/ETH) and Solana (/SOL). Later, Jenny and Nat...