Schwab Network

Alphabet (GOOGL) shares slip lower after an initial pop. George Tsilis and Scott Durfey join Marley Kayden to digest the latest quarterly figures from Google's parent company. Both George and Scott denote the company's capital expenditure number as one to watch as A.I. expansion could weigh on overall company profits. However, they point to its YouTube business as a positive checking in wi...

Stocks across the board gained on the session ahead of highly anticipated Mag 7 earnings. Alphabet (GOOGL) and Tesla (TSLA) both saw volatility once their reports dropped, while IBM Corp. (IBM) traded down despite posting a beat. Marley Kayden breaks down the biggest earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute ne...

Ben Sullivan reacts to Alphabet (GOOGL) earnings. He notes that capex is expected to rise for Google but thinks that will translate to strength down the road. “They’re resilient, they have a plan” for things like AI and Search, he adds, “They have a wide moat that will allow them to stay competitive.” On Tesla (TSLA), he describes the “roller coaster ride” of the stock and how the company is tryin...

@CharlesSchwab's Nathan Peterson calls the market's march higher "pretty impressive," even as tech lagged on Wednesday's session. He credits earnings and trade deals for fueling the grind higher, though Nathan warns there could be a rotation out of tech on the horizon. Lack of catalysts outside of trade deals can also put pressure on another run higher. ======== Schwab Networ...

Dan Deming examines the commodities market. He cites several reasons for gold coming under pressure and is watching the “psychological” $3,400 level. He sees silver supply “stretched” and thinks copper markets are hitting all-time highs because of tariffs and the “huge lead time” for production. On crude, he points to the upcoming OPEC+ meeting, which he cites as one of the reasons oil isn’t able...

Jillian DelSignore tracks ETF inflows for the first half of 2025. “I like to think about ETFs as exposures…and those exposures have really evolved over time.” ETF wrappers democratize investing, she posits, because they can give investors easier exposure to complex institutional strategies like options. She also looks at the rise of active ETFs and how that has changed the sector. ======== Schwab...

Jenny Horne and Adam Lynch take a look at two crypto assets that have possibly been overlooked amidst the latest round of legislative changes: XRP and Solana. Adam explains the similarities and differences between them, while addressing the interest in their use case. Later, they speak about Goldman Sachs (GS) and BNY (BNY) partnering up to tokenize the money market industry. ======== Schwab Netwo...

Ahead of Alphabet's (GOOGL) earnings, Craig Warnimont talked about the extensive focus it and other Big Tech firms will place on A.I. and data center spending. He says tax benefits help justify businesses spending tens of billions of dollars. Craig adds that all Mag 7 earnings should be treated independently, though guidance will play a big role for all of them. However, as high-growth stocks...

Brett Feldman of AT&T (T) breaks down their quarterly earnings report. He highlights the number of customers added across mobile, fiber and other segments. “It’s growth across the board, and we’re growing where we’ve been investing in our business.” He discusses fiber growth plans, expecting to double its reach, and investments in their workers. Brett notes that consumers tend to like bundling...

John Freeman recently pulled out of his positions on Alphabet (GOOGL), believing its 20x P/E ratio is too high. He points to OpenAI taking Google search revenue as a "plausible enough" long-term risk. Greg Dukes disagrees, citing soaring cloud and advertising revenue as major growth drivers. He and John both like Amazon (AMZN) as a Mag 7 name they see gaining traction in the back half of...

Dave Mazza says markets are experiencing a 2.0 version of 2021's meme stock craze. Stocks like Opendoor (OPEN), Krispy Kreme (DNUT), and GoPro (GPRO) have seen substantial rallies and sell-offs similar to GameStop (GME). Dave highlights how options open the door for additional trading in stocks with high short interest. He also talks about what institutional investors "can't ignore&qu...

Anthony Saccaro says, “the tariffs are working, I think consumers are not worried.” He argues energy prices have helped offset inflation from housing and food. “The Federal Reserve has to stay put” on rates right now, he adds. Anthony discusses volatility in the market recently and thinks a dip is a buying opportunity for long-term investors. In equities, he likes tech right now. ======== Schwab N...

Ken Stillwell, COO & CFO of Pega Systems (PEGA), says “pretty much everything went right for us this quarter.” Pega develops, licenses, markets, and hosts enterprise software. The stock rallied to 3-year highs after earnings. He talks about how their multi-year strategy is paying off as they boost free cash flow. Ken also covers Pega’s AI strategy, both behind the scenes and in customer servic...

Andy Swan from Likefolio talks Chipotle (CMG) ahead of earnings. Andy sees strong year-over-year change in visits, with only Shake Shack (SHAK) and Steak n Shake ahead of it. “The fanbase is coming back and getting more enthusiastic,” he says, and calls it a “stealthy AI or tech play.” He likes it as a long-term idea, but notes that it does have headwinds investors should watch. ======== Schwab Ne...

Shay Boloor expects Tesla's (TSLA) earnings to be volatile as the company remains the "worst performing" Mag 7 stock. It's no secret vehicle sales have plunged around the globe, though Shay says the real meat of the report will come from guidance. Lucas Lloyd adds onto that by noting you have to look at Tesla from a "short-term view" and a "long-term view" wit...

“The big question is AI’s effects on advertising” and Google’s Search business, Scott Kessler says. He thinks it could be a potential headwind for Alphabet (GOOGL), along with its general spending on AI. “I think it’s pretty clear that…the days of Google having 90% market share have passed.” He notes that a lot of the popular chatbots are not built to include advertising, though he thinks that cou...

GE Vernova (GEV) rallied after its earnings while its sister company GE Aerospace (GE) did not. @Theotrade's Don Kaufman expects that trend to continue and has a bearish example options trade for GE Aerospace. He explains why he has bullish options trades for the Utilities Select Sector SPDR Fund (XLU) and Wells Fargo (WFC). Rick Ducat dives into the technical trend he sees in the charts. ====...

Karen Veraa-Perry expects more U.S. investors to move from money markets to the bond market. She especially likes the 3 to 7-year part of the curve, but also sees investor interest in international bond markets. Karen notes record-breaking flows into Blackrock’s 0-3 month Treasury bond ETF (SGOV) as well. She forecasts 1-2 rate cuts this year, with the highest probability in September. She explain...

Tom Bruce sees a “very bullish” combination of factors for the market next year, including foreign investment and AI. Because of these, he’s not concerned about the impact of tariffs. He likes the short end of the yield curve right now, and says he’s worried about the longer end because of the U.S. deficit. He likes tech and sees AI adoption as “massively deflationary.” ======== Schwab Network ===...

Marley Kayden talks all about Tesla (TSLA) ahead of the company's highly anticipated earnings. She notes the Mag 7 company has only had one year-over-year vehicle delivery drop prior to 2024, noting the figure will be under the microscope after sales plunged since. Marley adds that investors are waiting for more information on a slew of other developments: from robotaxi and full-self driving,...

Ahead of IBM Corp. (IBM) earnings after the close on Wednesday, Dan Morgan noted the company has "no room for error" in its report after its strong rally. While Dan says IBM isn't caught up in the hyperscaler race, he does see its cloud and software businesses as candidates with high-growth potential. He explains the company's "different approach" to cloud. Tom White la...

George Tsilis turns to the broad market action and points out why an "accumulation phase" has kept dip-buying mentality alive. He also talks about noticeable moves in metals and utilities and explains how they're adding to the backbone of rallies in the SPX and NDX. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

GE Vernova (GEV) powered its year-to-date rally to over 80% after a strong showing in earnings. Diane talks about how A.I. prospects are fueling optimism. Meanwhile, Enphase Energy (ENPH) sold off on soft guidance as macro headwinds affect the solar industry. Diane also talks about why Fiserv (FI) is selling off more than 20% despite posting an earnings beat. ======== Schwab Network ======== Empow...

Katie Stockton says "momentum is kinda wild" in markets right now as the SPX and NDX continue to tap new all-time highs. However, she warns consolidation is coming and may present "better buying opportunities for investors." Katie points to the SPX gap from late June as a support marker to watch in the event of a significant pullback. As mega caps start to report earnings, Kati...

Seth Grae, CEO of Lightbridge (LTBR), returns to Market on Close while speaking to senators in Washington D.C. He says there's plenty of support for nuclear power on Capitol Hill as he emphasizes the importance of expanding usage, particularly through icebreaker ships as a way to combat China and Russia dominance in the Arctic Ocean. On President Trump's executive order to increase nuclear power o...