Schwab Network

Las Vegas Sands (LVS) saw a strong rally following earnings. Rick Ducat explains show how the gaming stock captured key support despite facing significant resistance ahead. Bulls appears to see more runway for Las Vegas Sands, seen in the stock's options. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:/...

Matt Barry discusses all things ETFs. “The biggest trend we’re seeing is just continued, record-setting growth,” on track to surpass over $1T in inflows this year. Active ETFs are “still relatively small by assets,” making up about 10% of the overall sector, but most inflows are going into them, growing the space rapidly. He explains how his firm uses ETFs and takes a look at international equity...

Kevin Davitt of Nasdaq says we’re back in a “nearly everything’s working” scenario and fear is fading. He thinks the narrative ahead will be focused on earnings, with CPI also anticipated tomorrow. The beauty of markets is being able to tailor your risk using options, he declares. Kevin also talks about the relationship between silver and gold and what an “options focused audience” should look at...

Meghna Maharishi and Sean Cudahy look at airline earnings for 3Q. “Premium seems to be everything in airlines right now,” Meghna says, describing a bifurcated industry where United Airlines (UAL) and Delta Airlines (DAL) are at the top. Other airlines are catering to those wealthier travelers, adding more seats and amenities. Sean looks at headwinds that disproportionately affected American Airlin...

“We don’t think that anything is screaming ‘buy me’,” Tim Holland says, saying investors should diversify. He expects a positive end to the year, though he notes that bad labor market reports could change that. Tim is “slightly overweight” international equities vs the U.S. because of the valuation and fiscal policy changes in Europe. He also touches on the financial sector, between big bank earni...

Doug Cohen is constructive on markets – with an asterisk. He says that any cautionary AI capex guidance in 3Q earnings season would be a meaningful negative surprise. He looks to small caps for opportunity but discusses avoiding the Russell 2000 and picking carefully for quality. “I personally would rather go with companies with strong balance sheets.” Doug also talks gold, which he is “still a fa...

Cory Johnson's big picture on tech is that it continues to drive markets and the economy, primarily due to capex spending on A.I. On the earnings picture, he liked IBM Corp.'s (IBM) "pretty good" quarter but didn't lean on Tesla's (TSLA) record revenue, believing the company relies too much on future prospects. Turning to next week, Cory offers a warning on Meta Platforms...

Headlines centered on the Trump administration seeking stakes in quantum computing companies sent stocks like Rigetti Computing (RGTI) and D-Wave Quantum (QBTS) soaring on Thursday's session. The Commerce Department has since denied those reports, though Kevin Green offers his take on quantum's big picture. He points to commercialization as the biggest question behind whether the industry&...

Hatem Dhiab was generally underwhelmed by Tesla's (TSLA) latest quarterly earnings. He makes the case that Tesla has too much emphasis on its autonomous vehicles and robotics, arguing that a bigger focus on something like a Model Y will offer a larger runway for short-term growth to support that future. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

Likefolio’s Landon Swan’s previews Deckers Outdoor (DECK) earnings. He tracks consumer sentiment around the company, with web traffic growing while competitors are seeing interest slide. He talks about his expectations for the quarter and what DECK’s future could look like. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsl...

Tesla (TSLA) reported yet another earnings miss Wednesday after the closing bell, though Andrew Graham believes its A.I. and robotics prospects overshadowed the earnings. However, he sees "big risk" for Tesla's autonomous driving future as it takes a "camera only" approach versus more expensive tech like LiDAR. Morningstar's Seth Goldstein explains why his firm upped their Tesla price target — tho...

On today's Big 3, Prosper Trading Academy's Scott Bauer turns to three stocks that saw massive runs higher but since pulled back. He makes the case for another leg up. Scott goes over his neutral to bullish reasoning behind Oklo Inc. (OKLO), Netflix (NFLX), and Sea Limited (SE). He also offers example options trades for all three stocks while Rick Ducat analyzes technical trends to track i...

Adam Lampe says that AI will create more jobs than it takes and discusses the sector momentum. “We’re looking at really a no-hire, no-fire trend,” he says, and argues that the U.S. has “manageable inflation.” He expects AI growth to continue, saying we’re at “just the beginning” of adoption and transformation. However, he thinks the companies that are in favor today could be supplanted within 2-5...

Intel (INTC) will post its quarterly earnings after the close on Thursday, which Paul Powers sees facing challenges. Even with the backing of the U.S. government and Nvidia (NVDA), he says the company still needs to find a "lighthouse customer" that will ensure financial stability. That said, Paul credits Intel for shifting its focus toward A.I. demand and cutting costs. Tom White takes...

Mike Townsend joins Morning Trade Live for Thursday's Charles Schwab Big Picture panel as the U.S. enters day 23 of a government shutdown. Mike doesn't see a reprieve coming with both parties making no traction after 12 unsuccessful votes. He adds that many Americans will face pricing pressure at the grocery store with SNAP benefits set to end on November 1. On the Fed, Mike says the inter...

Tesla (TSLA) missed earnings for the fourth consecutive quarter despite posting record revenue. Marley Kayden takes investors through the gauntlet of analyst reactions to the latest report, which shows an unclear consensus on where they see Tesla's stock down the road. Joe Tigay offers an example options trade for the Mag 7 stock. ======== Schwab Network ======== Empowering every investor and...

Ben Emons previews the CPI report, which will give investors insight into inflation metrics. With a lot of economic data delayed because of the government shutdown, he still expects the Fed to cut rates by 25 bps but calls the decision “awkward.” He discusses the state of the U.S. economy and the latest trade war and U.S./Russia developments. He thinks the new sanctions on Russian oil won’t last l...

Sanctions against Russian oil sent crude prices soaring on Thursday, but Kevin Green says that's not the sole reason to awake energy bulls. He notes the recent run higher in natural gas adding fuel to the optimism. KG urges traders to keep an eye on energy, especially taking mind of headlines around those sanctions and OPEC. ======== Schwab Network ======== Empowering every investor and trader...

Ty J. Young “feels great” about the market, anticipating at least four rate cuts from the Fed over the next 12 months. “We don’t really see much inflation” right now, he adds, which is positive for markets. He is “aggressively” buying the S&P 500 but emphasizes that he does add protection. He explains how he protects client investment portfolios with fixed index annuities. ======== Schwab Netw...

Molina Healthcare's (MOH) earnings showed medical cost headwinds and yet another guidance cut — leading to a 20% sell-off in the healthcare giant. Diane King Hall offers more insight into the longstanding struggles it faced and why it continues to plague Molina's outlook. She turns to the skies with an earnings rally in American Airlines (AAL) and turbulence in Southwest Airlines (LUV). ==...

Sanctions on Russian oil sent crude prices soaring to the upside after prices treaded along oversold territory. Kevin Hincks reports from the Cboe Global Markets to explain how geopolitical tensions are helping not just a rebound in crude, but also gold and silver. He later touches on next week's expected meeting between President Trump and Chinese president Xi Jinping as trade tensions loom....

Ahead of Intel (INTC) earnings, Rick Ducat looks at the chart performance for the U.S. semiconductor stock. Comparing it to Nvidia (NVDA) over the last 3 years, he displays the dramatic difference between the two. Rick then points to the 1-year chart showing Intel's significant move after the U.S. government announced it was taking at 10% stake. Later, Tom White composes an example trade for I...

Mabrouk Chetouane says he's seeing some signs of weakening in the U.S. equity markets, expecting less growth and says investors should be careful. He says the government shutdown complicates his analysis as there's been a lack of economic data to track over the last several weeks. Mabrouk dissects the health of the U.S. financials, saying he's bullish on the "big banks" but s...

Andrew Sobko discusses the seismic shift taking place in A.I. data center growth, adding his company's perspective and role in that industry. He dives into the reasons why companies are pivoting their business models to compete and keep up with the evolving interest in A.I. infrastructure. Additionally, Andrew provides his insights on T-Mobile (TMUS) after an earnings beat, but says the leader...

Newmont (NEM) has pulled back from recent highs as mining and metals-related companies surged alongside rising gold prices. Kevin Horner examines the technical trends building in NEM pointing to the $82 level as a volume point of control and recent support level for shares. On a 1-year chart, he highlights the $80-$82 zone as confluence of its 50-day moving average and a longer term ledge of suppo...