Schwab Network

Snowflake's (SNOW) post-earnings rally has Rachel Dashiell's (Charles Schwab) attention Friday morning. She highlights Fibonacci levels the stock has hit and explains how it helps accelerate bullish momentum. One concern she has: MACD's slowdown, signaling exhaustion at current levels. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

While the August jobs report will clear some fog around the job market, Tom White says the focus will be all on inflation prints instead. He explains why next week's CPI will take up more oxygen from Wall Street as the Fed doubles down in its 2% inflation goal. Tom turns to earnings movers in ZScaler (ZS), which traded lower as revenue guidance appears to slow. Tesla's (TSLA) "secreti...

Is Wall Street officially moving "on chain?" Misha Putiatin examines the uptick in institutional blockchain exposure and the next steps he wants to see for exposure to increase further, from needed infrastructure to increasing liquidity.

Johnny Wu of xETFs explains why his firm created the its Korea AI Semiconductor ETF (KSMH) and the upside he sees ahead for the country's memory trade. As he explains, the ETF holds much more than SK Hynix (SKHY) and Samsung.

Sam Callahan, director of Bitcoin strategy at OranjeBTC, explains his take on the cryptocurrency's resurgence as it crosses back above $80,000. As he states, "pay attention to currency dynamics" and how moves in the U.S. dollar affect cryptocurrencies. Sam sees a similar dynamic between Bitcoin and U.S. policy. Like gold, Sam expects volatility in the crypto space to subside as more...

Adam Lynch of Charles Schwab says September tends to be a slower month for cryptocurrencies, until Thursday, thanks in part to dovish comments from Fed governor Christopher Waller. For Bitcoin and Ethereum to experience a true, sustained breakout above $80,000, Adam says he needs to see more dovish Fed commentary and a reassurance of regulation via legislation like the Clarity Act. He turns to Str...

Broadcom (AVGO) shares fell on earnings even though the company posted strong earnings. Melissa Armo says it's interesting considering Nvidia (NVDA) and some of the other AI chipmaking peers rallied after their earnings. Jay Hatfield attributes the selling action to a "hedge fund blowup" as Wall Street reanalyzes exposure to the AI space. The panel analyzes where Broadcom stands in t...

ProcureAM's Andrew Chanin turns to earnings in Planet Labs (PL) and ways AI will shape the satellite company's report. He sees Planet Labs holding "powerful tools" in mapping and tracking, the question lies in when it will turn profitable. Though timelines extend years into the future, Andrew believes a global growth story in space companies set a wide landing pad for growth. He...

Amy Zhang highlights the early stages of AI integration into healthcare, particularly digital biology, where the intersection of life science and computational technology creates a golden age for data-advantaged companies. She points to Guardant Health (GH) and its Infinity AI platform as a standout in the liquid biopsy space. ======== Schwab Network ======== Empowering every investor and trader,...

LikeFolio's Megan Brantley highlights Lululemon Athletica's (LULU) struggle to resonate with consumers as shifting preferences move away from synthetic fabrics and competition intensifies. She sees potential for a turnaround with new leadership, though demand remains subdued in the Americas. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

As rallies in Bitcoin and Ethereum stall, Adam Lynch takes investors through the price action of both to explain how "psychological levels" are playing a role in the sideways move. Along on Adam's radar: Strategy (MSTR) resuming Bitcoin purchases and perpetual futures for cryptocurrencies. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

NCTA CEO Cory Gardner emphasizes the importance of unlicensed Wi-Fi for innovation and consumer access amid the complex debate over licensed versus unlicensed spectrum. He warns that China is trying to shape global spectrum rules to favor licensed cellular networks, which could disadvantage U.S. manufacturers and consumers. ======== Schwab Network ======== Empowering every investor and trader, eve...

The post-earnings surge in Snowflake (SNOW) shares is something Mark Gibbens sees reinforcing newfound market confidence in software. Even though HPE (HPE) did not rally after reporting strong numbers, he says the a still-strong AI story backs the company's momentum. Steve Koenig believes software's resurgence is more "nuanced" and "company specific" than Mark highlight...

Legacy and new stocks take the attention of Dan Deming on today's Big 3. For Verizon (VZ), he sees the company's yield as "compelling" amid all the current risks weighing against equities. Copper and silver's resurgence is something Dan sees lifting Newmont (NEM) shares and believes SpaceX (SPCX) "found its footing" after volatile post-IPO trading action. Dan offers...

Andrew Arons does not expect to see the volatility the stock market typically sees in September. That said, he urges investors keep cash on the sidelines in the event of a pullback. Stocks on Andrew's buy list include Apple (AAPL), Netflix (NFLX), and TJX Companies (TJX). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Morningstar Wealth's David Swartz maintains a bullish long-term outlook on Lululemon (LULU) despite low earnings expectations, citing its debt-free status, strong cash flow, and growth opportunities in China and product line expansion. Tom White suggests a cash-secured put strategy for bullish investors to potentially acquire shares at a discount. ======== Schwab Network ======== Empowering ev...

Broadcom (AVGO) beat on the top and bottom line but didn't meet Wall Street's mark for guidance. As Marley explains, the company showed enough strength to reassure investors that the AI trade is accelerating, though customer concentration with companies like Alphabet (GOOGL) present growing risks. Joe Tigay offers an example options trade for Broadcom. ======== Schwab Network ======== Empo...

Charles Schwab's Collin Martin directs his attention to the steady rise in Treasury yields and expectations for Fed policies, the latter of which he sees a dramatic shift in as interest rate hike probabilities push higher. That said, he makes the case the economy remains very healthy. Kasey McCurdy discusses why it's important to keep bonds in your portfolio and explains strategies to cons...

Unicus Research CEO Laks Ganapathi warns that the end of nearly two decades of cheap money is creating market nervousness as $40 trillion in U.S. debt needs refinancing. She flags the auto sector as a sign of consumer strain and expects inflationary pressures to persist through the fourth quarter. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

NetApp (NTAP) initially popped on its earnings report, but as Diane King Hall points out, concerns over its free cash flow had investors second guessing the company's outlook. Five Below (FIVE) continues to show strength in discount retail in its earnings while Victoria's Secret (VSXY) plunges on its report. ======== Schwab Network ======== Empowering every investor and trader, every marke...

Marie Myers, CFO of HPE (HPE), discusses the company's "exceptionally strong demand" thanks to the AI evolution that led to a beat and raise quarter. She explains how HPE is "drinking its own champagne" by expanding AI infrastructure and its existing partnership with Oracle (ORCL). Marie also talks about HPE's "five-star rating" for pricing discipline and how...

Angel Oak Capital Advisors' Clayton Triick argues the labor market is structurally changing as baby boomers retire, keeping unemployment low. He sees a potential September rate hike as "one and done," offering bond investors an excellent entry point, while staying bullish on equities into the second half. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Comments from Christopher Waller supporting an interest rate hold for September is what Kevin Hincks sees keeping stocks steady into Thursday morning's trading action. Kevin explains how jobs and inflation data will support Waller's comments and outlines the latest jobless claims print. One sticking point to the rate hold thesis continues to be crude oil, which hit $93 ahead of the opening...

After CrowdStrike (CRWD) and Palo Alto Networks (PANW) added confidence to cybersecurity's outlook, investors turn to ZScaler (ZS) earnings as the next test for the sector. Rick Ducat points to the stock's lagging price action and notable resistance areas ahead as key tests for momentum. He then offers an example options trade for ZScaler. ======== Schwab Network ======== Empowering every...

"We don't need to add many jobs to keep the market stable," says Joe Brusuelas on the state of employment. He warns investors: "don't trade" the August jobs print on Friday, as he doesn't see the number shaping the Fed's outlook nor leaving a big impression on equities. Joe points to next week's CPI as the true bellwether that will determine if the Fed will...