Schwab Network

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...

Charles Princiotto talks about how investors can navigate fixed income markets as lasting uncertainty continues to linger over the Fed's interest rate outlook. He highlights corners of the market he likes and how broadening strength in equities offers another chance to "look under the hood" for those looking to diversify portfolios. ======== Schwab Network ======== Empowering every i...

The number of stocks in the S&P 500 (SPX) falling below their 50-day SMA is growing, a warning sign Tom White sees for the market's momentum. It also complicates the Fed's interest rate outlook further as crude oil hits $93. In earnings, Tom explains why Broadcom (AVGO) and HPE (HPE) sold off on strong earnings and guidance while Snowflake (SNOW) rallied. He turns to breaking news afte...

Amazon (AMZN) expanding into AI through AWS cloud is the biggest factor Brett Crowther of Charles Schwab tells investors to watch when it comes stock moves. Turning to the five-day and one-year charts, Brett highlights how bullish pressure opens the door for another run in shares. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

Dell Technologies (DELL) surged almost 16% on Wednesday's trading session and helped lift the entire tech sector ahead of Broadcom (AVGO) and Snowflake (SNOW) earnings. Marley Kayden takes investors through the biggest earnings reports of Wednesday's trading day. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslett...

Uber Technologies (UBER) lays off thousands of workers as U.S. private payrolls appear to slow in the latest ADP employment report. Staying in the automobile space, Tesla (TSLA) EV sales hit the brakes in China ahead of the company's Cybercab event Thursday. Marley Kayden and Sam Vadas give investors their top takeaways for Wednesday's trading session. ======== Schwab Network ======== Empo...

It's a tech-heavy earnings evening led by Broadcom's (AVGO) blockbuster report. Marley Kayden, Sam Vadas, and Alex Coffey discuss the Big Tech firm's earnings and what it means for the outlook of the greater AI trade. Also under discussion: a post-earnings rally in Snowflake (SNOW), mixed reception to HPE's (HPE) report, and a selloff in NetApp (NTAP). Five Below (FIVE) also offere...

Rob Thummel discusses the "huge" impact the U.S.-Iran war has had on the global energy trade as crude oil, diesel, and jet fuel supplies deplete. Companies like Valero Energy (VLO), Phillips 66 (PSX), and Marathon Petroleum (MPC) are seeing a surge in free cash flow. Rob says there's still room for energy stocks to run as he expects it will be "a little while" before a peac...

Nasdaq Global Indexes' Mark Marex points to a recent surge in cybersecurity stocks fueled by the increasing sophistication of AI-powered cyber threats. He also discusses ongoing AI-driven demand in the semiconductor industry, led by Nvidia's (NVDA) strong performance, and the potential inflationary pressures from AI capital expenditure build-outs. ======== Schwab Network ======== Empowerin...

Charles Schwab's Kevin Horner breaks down the S&P 500's (SPX) three-day decline and rebound, highlighting critical support levels and market breadth. He also flags Uber Technologies (UBER) as a potential bottoming pattern and Kraft Heinz (KHC) breaking a two-year downtrend with an improving chart and a 6% dividend yield. ======== Schwab Network ======== Empowering every investor and tr...

Todd Rosenbluth points to the Invesco S&P 500 Equal Weight ETF (RSP) and Invesco RAFI US 1000 ETF (PRF) as strategies that leverage fundamental analysis and valuation to beat market-cap-weighted indices. He also flags short-term Treasury ETFs like the iShares 0-5 Year TIPS Bond ETF (STIP) as investors seek stability amid bond market volatility. ======== Schwab Network ======== Empowering every...

The Conference Board's Erik Lundh and Kingsview Wealth Management's Scott Martin describe the U.S. economy as cooling but not collapsing, with expanding factory orders offset by a softer jobs market. Both agree the Fed lacks enough data to call September's meeting, making next week's PPI and CPI reports critical for inflation insights. ======== Schwab Network ======== Empowering ev...

Broadcom (AVGO) is expected to grow 80% year-over-year, says CFRA's Angelo Zino, though he tells investors to watch for entrenchment in the company's TPU business. Growth in that part of Broadcom's business is something he believes will extend its growth runway. Angelo adds that it's important existing customers like Alphabet (GOOGL) and Anthropic spend more with the Big Tech firm...

Broadcom (AVGO) earnings need to demonstrate sustained AI growth backed by a strong outlook, says Stephanie Walter of HyperFRAME Research. As the Big Tech firm expands its private cloud capabilities, she sees the test in VMware and its productivity and performance. Continued custom AI chip revenue is another factor Stephanie labels as important to bolster the company's software suite. ========...

LikeFolio's Megan Brantley highlights Five Below (FIVE) leveraging viral trends and a better in-store experience to drive foot traffic and outperform competitors like Dollar Tree (DLTR). Its push into higher-priced items and social media trend amplification sets it up for continued growth despite high expectations. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Broadcom (AVGO) faces one obvious headwind in having Nvidia (NVDA) as a main competitor, says Vance Howard, though he's "cautiously optimistic" in its growth story. He says the bullishness depends on the call with leadership and expectations for custom AI chip revenue outlook. Mike Binger adds that there's opportunity for Broadcom due to the stock's valuation compression whil...