Schwab Network

Likefolio’s Landon Swan looks at Kroger (KR) ahead of earnings. He notes a “widening gap” in the price of eating out and cooking at home that grocery stores are benefitting from. However, they’re “in the middle” of grocery store performance based on Likefolio’s visits data. Landon compares Kroger prices to other groceries and discusses the types of goods that consumers are buying. ======== Schwab...

Oracle's (ORCL) "cloud dreams came true, can the A.I. dream come true?" That's the question Dion Hinchcliffe poses after seeing Oracle's strong earnings and guidance that sent the stock soaring more than 40%. While the company has incredible growth aspirations, Dion says the issue Oracle faces will be reaching into "deep pockets" to ensure that guidance comes true. He notes positives that lay out...

Target (TGT) will continue to face challenges with a weakening economy hitting the retail industry, says TheoTrade's Don Kaufman. He says the stock can continue to stumble if it slides below $90. He notes why he sees upside potential in Eli Lilly (LLY) while expecting Citigroup (C) to give back some of its stunning 2025 rally. Don offers example options trades for all three stocks while Rick Ducat...

Kelly Bouchillon talks the potential for economic slowdown after this strong market run. He discusses whether the 60/40 portfolio still works, and for whom. The thing that works “for certain” is dollar cost averaging, and Kelly explains how he helps clients use that strategy. He also looks at foreign markets, particularly the Eurozone, where he expects continued growth, although maybe not continue...

Connor Group's Jim Neesen goes in-depth on the IPO market, including one of his clients that debuted Wednesday: Klarna. He says the fintech company has a "great growth story" in one of the year's most-anticipated public debuts. Jim adds that 2025 is shaping up to be the best year for IPOs since 2021 and explains how the seeds of this year's "cherry blossoms" for the IPO spring were set in place. H...

As Oracle (ORCL) soars on its anticipated cloud revenue prospects, Marley Kayden takes a look at Alphabet's (GOOGL) $100 billion outstanding commitments for Google Cloud. She talks about how the Mag 7 giant can use the expected contracts to add to its already-tremendous 2025 rally. Prosper Trading Academy's Scott Bauer offers an example options trade for Alphabet. ======== Schwab Network ========...

Chirag Shah reacts to August PPI, previews potential CPI numbers, and discusses his expectations for Fed rate cuts. He looks at the bond market and says to focus on the “signal” rather than the “noise” for clues to Fed moves. “It’s much better to look at longer trends over time,” he emphasizes, and longer-term rates over short-term. Looking at financials, he thinks the sector is lagging “for good...

Synopsys (SNPS) opened Wednesday as the biggest laggard in the SPX, down over 30% after it posted weaker-than-expected earnings and guidance. Sam Vadas also mentions commentary from leadership on "expectations of deals that did not materialize" and continuous headwinds in China. The original meme stock, GameStop (GME), shows surprising earnings strength that investors rewarded with a rally. Sam la...

Arun Sundaram with CFRA says there's plenty of upside for Chewy (CHWY) despite Wednesday's post-earnings sell-off. He attributes the selling action to "in line" profit, even though Arun considers its top line growth "exceptional" as its customer base expands. His bull case rides on long-term growth prospects, along with investor-friendly initiatives like share buybacks. Tom White offers example op...

Jenny Horne calls Oracle's (ORCL) earnings "really incredible" — and she's not alone, noting commentary from analysts who appear united in the cloud company's bullish outlook. She discusses how Oracle's aspirations sent the stock to all-time highs on Wednesday. Sticking to the tech front, Jenny talks about the tech behind Apple's (AAPL) new iPhone 17 models and AirPods Pro 3. ======== Schwab Netwo...

Wednesday's PPI report showed a one-tenth percent downtick when it comes to the headline number, with significant price decreases in energy. Kevin Hincks goes through the report and explains what it means for Thursday's CPI print. He mentions a potential downside for investors seeking more interest rate cuts, as the figure complicates the Fed's dual mandate stance. ======== Schwab Network ========...

The SPX opened at an all-time high, as Kevin points to a bullish cross in the index adding support to the move. He's keeping an eye on the 6,530 as a support level based on past price action. After the PPI ticked lower, he urges investors to keep an eye on the industrials sector as it reaches a key technical point. Kevin later highlights levels to watch for the homebuilders group. ======== Schwab...

Francis Gannon expects the Fed to lower rates in September based on recent economic data. Focusing on small caps, he sees opportunity and cheaper prices – but the key is earnings performance. He thinks that small caps could start outperforming large caps in 4Q, and he’s especially looking towards industrials. On AI, he believes a cycle is beginning away from hardware and into other AI beneficiarie...

Alphabet (GOOGL) shares have skyrocketed to new all-time highs. Rick Ducat breaks down the chart's run-up and outperformance year-to-date. Rick highlights points of previous resistance which could act as support as GOOGL shares reach new heights. Later, Tom White provides an example options trade for GOOGL. He demonstrates a neutral iron condor strategy, which could also be referred to as a sh...

Ben Fulton stops by the NYSE set to discuss current market performance, as the S&P 500 (SPX) points to a new all-time record high. He discusses the historical seasonality that tends to weigh on markets in the month of September and how lower volatility is attracting investors. Ben adds his thoughts on the A.I. investing theme, saying he's more of a "sector junkie" looking at the...

Following a recent dip in the 30-year mortgage rates, homebuyers stepped in according to the latest MBA Mortgage Application data. Rogers Healy joins Diane King Hall to discuss the state of the U.S. housing market. He expects a seasonal slowdown ahead for the housing market, saying there is a slow down around school starting and another slow down around the winter holidays. "People are tired...

Stocks are shrugging off September's historically volatile reputation, with S&P 500 (SPX) futures hitting a record high ahead of Wednesday's open. Kevin Green says investors are looking past small-cap lagginess and instead, focusing on the narrative around Oracle (ORCL). The company guidance cited strong demand for its cloud infrastructure, with a 77% year-over-year revenue jump, and a...

Apple (AAPL) shares are in focus following the company's latest iPhone 17 and device announcements underwhelming investors. Rachel Dashiell swings by to provide some technical insights and perspective on its chart. In the 20-day chart, she highlights support marked by the gray zone of her chart around $232. On the 1-year timeframe, Rachel says the 50 & 200-day moving averages are nearing a...

Even though the Bureau of Labor Statistics posted a sharp annual revision down in jobs, all major indices except the RUT saw record closes on the session. However, the biggest move didn't come from any index, with Nebius (NBIS) rallying 50% after Microsoft (MSFT) tapped it for a multi-billion A.I. infrastructure deal. Apple (AAPL) slid on the session following its "Awe Dropping" prod...

The U.S. labor market created 911,000 fewer jobs than initially thought for the year ending in March, according to the Labor Department's updated jobs data. Sandra Swirski joins to discuss the implications of this downward revision and what it may signal about the health of the broader economy. With concerns around tariffs and consumer confidence also weighing on businesses, Swirski shares her tho...

On the heels of Oracle's (ORCL) latest earnings report, Logan Gilland says it's all about the guidance. By "going all in on A.I." Logan says the "strong" forward guidance is backing up the early earnings pop. However, he cautions investors against chasing the stock despite the earnings beat. Logan weighs in on Oracle's plans for new cloud database products and adds...

Karen Veraa-Perry discusses the state of the fixed Income Market and ETFs, amid historically low yields and heightened rates volatility. With decades of low yields behind us, investors are now faced with higher rates and macro volatility. Perry believes the fixed income market is taking recent data releases in stride, with a focus on the Fed's next move. ======== Schwab Network ======== Empowe...

Nathan Peterson with Charles Schwab is surprised to see markets higher after the Bureau of Labor Statistics revised U.S. jobs 911,000 lower from April 2024 to March 2025. He makes the case that A.I. remains the leading driver behind the bull market. When it comes to Wednesday's PPI print, Nathan expects markets to hold a "glass half full mentality" as long as earnings continue to com...

CoinDesk's Andy Baehr says crypto's rise has forced the SEC and CFTC to collaborate and create a framework for cryptocurrency regulation. He describes the collaboration like "peanut butter and chocolate" that will offer significant upside for Bitcoin and Ethereum long-term. The question centers on how long it will take to create a clear framework. ======== Schwab Network ========...

The SPX showed shakiness but bounced off lows and muscled session gains that pushed the index back above 6,500. Kevin Green takes a closer look at the price action and what it means for sessions ahead. He adds that volatility remains "cheap" with inflation risk potential in Wednesday's PPI. On stocks, Kevin analyzes options in AMD Inc. (AMD) and the bull flag pattern that can break o...