Schwab Network

The 2025 rally in Uber Technologies (UBER) was a "move we've been expecting for quite a while," says LikeFolio's Andy Swan. However, he argues its moat is now being threatened. App usage data shows competitors like DoorDash (DASH), Lyft Inc. (LYFT), and Alphabet's (GOOGL) Waymo picking up steam. Andy thinks Uber needs partners and a greater focus on autonomous driving to main...

Lisa Martin calls the post-earnings sell-off in CoreWeave (CRWV) "overblown." She calls the company's backlog and current partnerships with the likes of Nvidia (NVDA), Microsoft (MSFT) and OpenAI predominantly bullish for its outlook. However, Stephanie Walter sees the company running into massive headwinds when it comes to competition, which includes other hyperscalers. ======== Sch...

David J. Lee, COO & CFO of Webtoon Entertainment (WBTN), joins Trading 360 to talk about what he expects were behind the company's strong earnings. Webtoon also announced a partnership with Walt Disney (WBTN) where it will create original stories based off Disney's colossal franchises. David says the deal is "very significant" and "game-changing for us and I hope incredi...

Aquiles Larrea turns to three companies he sees weathering storms of volatility in the long-term. He expects Caterpillar (CAT) to outperform due to continued infrastructure need in the U.S. Aquiles sees FedEx (FDX) as a value play with strong value, while listing Altria (MO) as a core holding that many investors "underestimate." Rick Ducat dives into the technical trends he sees in all t...

John Kosar breaks down the latest on the Asbury 6, a method of measuring market health he calls an “EKG for the market.” With 4 metrics turning green, he says the market is “repairing itself.” He explains how his firm uses the Asbury 6 in its investment strategies. John argues sectors to avoid right now are health care, financials and energy. He also looks at the Mag 7, saying “the market needs le...

Cisco (CSCO) is trading at a 25-year high. The big rally to historic levels will face a high bar in earnings after the bell on Wednesday, with Marley Kayden noting its networking revenue and new projects expected to draw eyes to the report. However, potential tariff impacts on enterprise budgets would serve as a headwind. Joe Tigay gives investors an example options trade for Cisco ahead of the re...

Alicia Reese helps tune investors in to the latest developments on Netflix (NFLX). She sees revenue continuing to grow for the streaming giant but makes the case it can bolster its ads and ad-supported programs to become a more significant profit engine. She adds that Netflix is in the "very early" stages of expanding its platform into a content superpower to the likes of Walt Disney (DI...

Cava Group (CAVA) sold off more than 20% overnight but recovered some of those losses after posting a mixed earnings report. Diane King Hall talks about the two points capturing investor attention: revenue and weaker-than-expected guidance. However, Brinker (EAT) dished out stronger earnings, and investors rewarded the stock with a rally. In the A.I. space, Diane notes CoreWeave's (CRWV) &quot...

Markets may have found a floor after the CPI report, but can they keep climbing? Mabrouk Chetouane believes the Fed is ready to deliver rate cuts, possibly even 50 basis points in September, following in the footsteps of other central banks like the RBA and BOE. With a global growth slowdown underway, Mabrouk thinks the time is right for the Fed to ease up on interest rates. He's also bullish...

Kevin Green offers technical insight into the continuing strength markets are seeing, pointing to key levels investors will want to watch on Wednesday's session. One sector seeing a continuing breakout: utilities. He compares the SPX to the Utilities Select Sector SPDR Fund (XLU). Kevin later notes the VIX hitting a low for 2025, adding that volatility appears too cheap due to macro uncertaint...

Before the opening bell, Prosper Trading Academy's Scott Bauer breaks down the biggest topics heading into Wednesday's trading session. He argues volatility is too low following the recent round of economic data with more uncertainty on the horizon. He also explains all the factors behind Tuesday's spike in the Russell 2000 (RUT). Scott later touches on why some earnings continue to be...

Stocks continue to rocket past any economic concerns and tap new all-time highs. Kevin Hincks notes Tuesday's CPI as being weaker under the surface, though investors didn't seem to care. He adds that the FOMC will start considering the possibility of a 50bps rate cut in September. On stock movers, Kevin talks about Cava Group (CAVA) and its 20% sell-off. With growth trending down, he says...

With the July CPI report meeting expectations, investor optimism is growing for at least a 25-basis-point Fed rate cut in September. Kevin Green breaks down why Treasury yields are climbing ahead of Wednesday’s open and what’s driving Ethereum to a 4-year high. On the earnings front, CoreWeave (CRWV) shares are under pressure after posting a much larger-than-expected 2nd quarter loss. ======== Sch...

With sports broadcasting rights moving to streaming platforms, James Czerniawski examines the shift taking place in the battle for eyeballs. Competing with traditional broadcast television stations, James says Netflix (NFLX) still has a lot of "promise" looking forward. He addresses the company's use of A.I. creative services to help "improve their product line" and even ci...

Cisco (CSCO) highlights Wednesday's postmarket earnings slate. Rick Ducat joins Morning Movers to diagnose the technical formations on the CSCO chart, with current areas of resistance and support circled on its chart. Later, Tom White demonstrates an example options strategy for CSCO. He walks through what a straddle trade means and why traders would "need a move" for CSCO in order t...

"I don't think the data is there for a 50bps cut," says Brian Glenn. He joins Diane King Hall at the NYSE set to discuss the state of the economy before turning to several stock picks. He likes Nike (NKE) saying that the company can pass down tariff impact to its consumers. For aerospace, Brian points to Park Aerospace (PKE) & Kratos (KTOS). Additional stocks he has on his watch...

Kevin Horner examines the technical chart patterns on the menu for Brinker International (EAT). The parent company of Chili's beat earnings estimates while revenue was mostly in line with expectations. Kevin looks at how investors are digesting the earnings move, pointing to the $185 price line as upward resistance. He says the 200-day moving average could be a key indicator for investors to f...

Markets initially traded lower before reversing course and catapulting to the upside, led by a 3% rally in the RUT. There were also many moves in the Mag 7 after Tesla (TSLA) CEO Elon Musk threatened to sue Apple (AAPL). Nvidia (NVDA) closed higher even though China's government is urging companies not to use its chips. Alphabet (GOOGL) gained after Perplexity announced a $34.5 billion bid for...

Home builders are hitting the brakes on new projects in response to a slowdown in housing demand and a surge in inventory. Orphe Divounguy says builders are adapting by shifting focus to more affordable markets where they can still make a profit. He notes that builders are leaning into higher density projects like townhomes and condos, which use less land, and that the median lot size has shrunk b...

CoreWeave (CRWV) posted a revenue beat but an EPS miss in its second quarter earnings after the close on Tuesday. Trading on the stock was volatile after hours as investors digested what the report meant for CoreWeave's A.I. outlook. Marley Kayden, Jeff Pierce, and Kevin Green talk about the headwinds and tailwinds they see in the earnings. George Tsilis joins the conversation later on by talk...

Charles Schwab's Liz Ann Sonders considers Tuesday's CPI report relatively benign. That said, she urges investors to pay very close attention to upcoming labor prints as the economy experiences "pockets of weakness." Additionally, Liz Ann notes tariffs are starting to show consequences on the economy, primarily through layoffs and pinching consumer wallets. ======== Schwab Networ...

Pawan Joshi dives into the copper market and examines its post-tariff sell-off. He notes that it is the third-most used metal, and the U.S. has to import most of its supply. He expects to see “a lot more fluctuations” in price as the tariff impact settles. Because of pulled forward demand, he doesn’t expect prices to jump quickly but says they will come down the line. “It’s just a question of time...

Markets were "off to the races" fairly early in Tuesday's trading session, says Kevin Green. He calls the SPX rally a big win for bulls, as long as they show up for a follow-up day Wednesday. Kevin adds that the current trading environment is happening in a low volatility environment. Turning to price action ahead, he's keeping an eye at a forming apex in the SPX futures. =======...

Steven Dickens previews CoreWeave (CRWV) earnings, boiling the company down to “access to GPUs” despite it branding itself as a native AI company. He questions whether that is actually a defensible moat for years to come. “There’s not enough stickiness, there’s not enough diversification.” He also notes that the speed of the refresh cycle in this industry – between 3-5 years – doesn’t give CoreWea...

Zed Francis says the market has baked in a rate cut after the CPI report. He’s watching volatility closely, especially in equities. His base case for the rest of the year is three rate cuts, calling it the “middle of the road, boring number.” He sees “mispriced volatility” within the semiconductor sector, granting him trading opportunities. Zed discusses using options strategies to take advantage...