Schwab Network

Applovin (APP) shares are looking for direction after its latest earnings results painted a mixed picture in its 3Q report. Ben Watson joins Morning Movers to provide the technical perspective on its chart, using the short-term earnings reaction and the longer-term trends developing in the tech marketing company's stock. On the 1-year timeframe, Ben points to the $420 upward resistance point a...

Ivan Feinseth has a $110 price target on Uber Technologies (UBER), believing the company can greatly benefit from robotaxi tech. He adds that the company's $20 billion buyback is a stamp of confidence from Uber that it can add to its cash flow. Greg Halter says that cash flow is what originally attracted him to the name. Management commentary on the consumer adds to his bull case on the stock. ===...

Jenny Horne and Adam Lynch dissect the latest news on the ongoing stablecoin adoption themes in today's market. From SEC guidance on U.S. Dollar backed stablecoins to Peter Thiel's Bullish IPO, don't miss the latest episode which also features a preview of Circle (CRCL) earnings. VIRTUAL CURRENCY-RELATED INVESTING INVOLVES A HIGH DEGREE OF RISK AND MAY NOT BE SUITABLE FOR ALL INVESTORS...

Most stocks closed in the green following yesterday's weakness, though small caps took a hit on the session. The biggest story of the day came from Apple (AAPL), which rallied after it announced an additional $100 billion investment into U.S. factories. Supermicro (SMCI) slid close to 20% on earnings, while Shopify (SHOP) and Arista Networks (ANET) soared around 20% on their reports. Marley Kayden...

Katie Thomas discusses the latest findings from the Carney Consumer Institute's Stress Index. Despite flat overall stress levels, Thomas notes that consumers are dynamically managing through multiple stressors, leading to a "stress resilient" or "just bored" mentality. This dynamic is driving a shift from "revenge spending" to "revenge selection." She po...

Charles Schwab's Kevin Gordon says Friday's "overreaction" to the jobs report hardly turned out to be one, as markets firmed up and expended breadth. However, he points to signals that the labor market is entering a "frozen state." Kevin adds that the resurgence of meme stocks and high-risk investments aren't as strong as they were in 2020-2021, suggesting more stab...

Jonathan Klamkin, CEO of Aeluma (ALMU), talks about his company's advancements in A.I. and autonomous tech, including LiDAR. Aeluma has partners across the defense and aerospace sectors, including NASA. Jonathan adds that he doesn't see much impact from tariffs as his company seeks suppliers outside of China. On the broader chipmaking process, he says there needs for be more focus and fund...

The 6,300 level Kevin Green watched at the start of the session held, though he warns investors of a big "gamma wall" ahead. He talks about why this set up occurs and the levels investors will want to watch. Something else to keep an eye on: SPX volume and how it trended lower on Wednesday. Kevin later notes Berkshire Hathaway (BRK/B) shares hitting a critical level of support. ========...

Jillian DelSignore from Nasdaq covers the latest ETF flow data from July. Inflows hit $123 billion, with records for active ETFs and crypto ETFs. Active has increased its share from 3% to over 40% in the last 10 years, which she attributes to investors taking more control of their assets and the “evolution of the [ETF] wrapper.” In crypto, inflows were about half and half between Bitcoin and Ether...

“The software space is highly defensive” in the enterprise area, Marcus Bodet says. He thinks valuations in that area are still “depressed,” creating opportunities for investors. He thinks that enterprise can continue to adopt AI to boost its value and offerings. Software, Marcus points out, is also more resistant to tariffs. Turning to rates, he thinks Powell “has to” cut rates 2 of the next 3 me...

"If the wild cards stay off the table," the SPX can hit 7,000 in the coming months, says Keith Fitz-Gerald. He argues there's still lots of money on the sidelines and expects a lot of that to come in once the Fed starts cutting interest rates. Keith explains how companies like Palantir (PLTR), JPMorgan Chase (JPM), and Tesla (TSLA) "stand out" as long-term plays. ======== S...

Mark Douglas, CEO of MNTN (MNTN), an advertising company, breaks down advertising trends and the latest earnings. He talks about moving away from traditional ad space and embracing streaming ads, as well as helping new companies access those markets. Their technology allows customers to find their demographics and fine tune their pitch, Mark says. Ryan Reynolds is their “Chief Creative Officer.” =...

Quantum computing is back at the forefront of investor attention with IonQ Inc. (IONQ) reporting earnings on Wednesday. George Tsilis notes a partnership with Microsoft (MSFT) Azure and its revenue generation as a plus. However, the company is still down in 2025. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - htt...

Alexandra Ebert covers AI and global business, reflecting on Mag 7 earnings and the race between the U.S. and China. She compares Microsoft’s (MSFT) AI investments, which she calls more vertically aligned, to Meta (META), which is more consumer and ad focused. She thinks MSFT is “more stable in its current business model.” However, she thinks many businesses are “overhyping” AI benefits and uses,...

Wednesday evening, Apple (AAPL) CEO Tim Cook is expected to join President Trump at the White House to announce another $100 billion investment into U.S. manufacturing. As Marley Kayden explains, it can enhance U.S. national security by avoiding reliance on other countries to build the tech. However, she notes concerns from analysts that it can also heavily ramp up iPhone prices. ======== Schwab N...

Likefolio’s Landon Swan previews DoorDash (DASH) earnings: “They are crushing it in every regard.” He discusses their acquisition of Deliveroo and the “very aggressive” way DoorDash is buying up other companies. “They are the clear dominant leader,” he says, and a push into ads is only boosting their revenue. However, with the stock at all time highs, he’s not sure how much room there is to run po...

Dan Rayburn sees Walt Disney's (DIS) 1.8 million subscriber boost for Disney+ as bullish, though all of its other streaming platforms didn't see the same growth. He adds that there's "a lot of confusion" with consumers and investors alike deciphering the values of numerous streaming bundles. However, Naveen Sarma believes its recent deals with ESPN and WWE will be long-term g...

Dynatrace (DT) posted an earnings beat and raised guidance, and Steven Dickens points to its diversification in A.I. as the reason for growth. As he explains, it also serves as an indicator that automation is here to stay as companies search for ways to improve their bottom line. Steven later notes how we're starting to enter the "platform A.I. era." ======== Schwab Network ========...

TheoTrade's Don Kaufman returns to being all bearish on today's Big 3 and offers example options trades for each name. For Costco (COST), he sees a short opportunity with potential for the stock to move below $900. Don adds that "bond vigilantes" will take aim at the 30-year treasury bond. Back on stocks, he believes Boeing (BA) is "running out of gas" on its sky-high r...

John Campbell is looking for smaller companies to catch up to the big tech companies and thinks AI capex spending could help them close the gap. Because of valuations, he sees a “margin of safety” in small caps still. His picks right now include SkyWest (SKYW), an airline company with “high quality earnings,” along with e.l.f. Beauty (ELF), which has exposure to China but is doing a “pretty good j...

Rogers Healy discusses the housing market and says that while the focus is on affordability over location, he thinks the pendulum will swing back around. He reacts to the latest MBA Mortgage report which showed an increase in applications. “The housing market now is frankly, more stable” than when rates were much lower and the market was ultracompetitive, he says. However, he thinks a rate cut wou...

DoorDash (DASH) reports earnings after the bell on Wednesday, and Marley Kayden says investors will closely watch the company's marketplace gross order volume. That, on top of guidance and expansion opportunities, are what she believes are critical to move the stock higher after it rallied over 50% in 2025. Prosper Trading Academy's Scott Bauer gives investors a glimpse into an example opt...

Seth Schachner talks all things Walt Disney (DIS) after the company traded down following earnings. He believes the company remains strong when it comes to its content, pointing to various revenue streams through Disney+, Hulu, and ESPN, the latter of which he sees leading the company's entertainment growth. Additionally, Seth mentions Disney's parks as another signal of strength with its...

Shopify (SHOP) cashed in on the quarter and rallied more than 20% after its earnings, while Snap Inc. (SNAP) sold off 20% with its earnings sinking below expectations. McDonald's (MCD) rallied off its earnings that signaled a sales rebound for the brand. Uber Technologies (UBER) also posted strong earnings and booking guidance that drove investor sentiment higher. Sam Vadas takes investors thr...

6,300 continues to be the level in the SPX Kevin Green is watching. He tells investors to brace for a "hiccup" to the upside if bulls break through the metric. However, as Kevin turns to the SPX futures, he shows a bearish divergence that happened during last month's breakout that can come back to bite bulls. He later notes key levels to watch in crude oil. ======== Schwab Network ==...