Schwab Network

Jim Worden thinks the bull market can continue and thinks tech and industrials show promise. He hopes the Fed continues to lower rates, which will support market breadth. He thinks the Fed needs to “remain proactive” and thinks employment is a bigger risk than inflation. He is expecting a December rate cut but comments on the Fed’s caution. He likes Broadcom (AVGO) and Intel (INTC) in AI, but is a...

Wedbush's Dan Ives returns to The Watch List and reiterates that the A.I. trade will continue a bullish run for the foreseeable future. He points to Alphabet's (GOOGL) earnings as a sign that the A.I. buildout shows no signs of slowing. Dan believes the company will eventually partner with Apple (AAPL) to deliver a "one-two punch" for A.I. development. He adds that "there&#3...

Mark Valentino explains how young adults are redefining success, moving towards freedom rather than wealth accumulation. He says this could be because young people feel like old milestones are no longer possible. He sees “troubling” trends around how young people are still dependent on their parents for basic necessities. Mark also looks at how the gig economy factors into these trends. ======== S...

Likefolio’s Megan Brantley is “still waiting on that turnaround” for Starbucks (SBUX). While Starbucks is still leading the coffee space, she sees a lot of “up and comers” like Dutch Bros (BROS) chipping away at their share. They see a drop in brand interest and web visits for SBUX. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and a...

Charlie O'Shea considers Amazon's (AMZN) earnings pretty strong, bolstered by AWS cloud. He sees A.I. spending increasing and believes Amazon investors will remain very "patient" for the company to buildout infrastructure. Owen Carr talks about the Mag 7 giant's advertising arm and how it added muscle to the report. He makes the case that Amazon trimmed tariff fears but will...

Mick Farrell, CEO of ResMed (RMD), joins Trading 360 to discuss their latest earnings and their work in respiratory medicine. It was a “very solid quarter,” he emphasizes, walking viewers through the key drivers, including in their supply chain. ResMed sells CPAP machines and sleep apnea treatments, and they are focusing on selling directly to the home. Mick also explains how they are expanding th...

Alphabet (GOOGL) spiked into its earnings this week, and StocksToTrade's Tim Bohen believes the Google parent company has much more room to run. He explains his bull case that rides on A.I. and "under the radar" quantum computing developments. On his other stock picks, Tim likes the pullbacks to previous breakouts in Kodiak Sciences (KOD) and Flotek Industries (FTK). Rick Ducat takes...

Apple (AAPL) traded about flat after posting record revenue in earnings, though iPhone sales and China revenue both missed estimates from Wall Street. Ben Bajarin believes the report showed a strong foundation that Apple will build on with time. He sees the next two quarters being the real sales catalysts in China. George Tsilis takes investors through the options front for Apple. ======== Schwab...

“Money’s being very selective right now.” Chris Vermeulen notes that money is flowing into stocks from precious metals and thinks this could be the beginning of rotation. “It’s a sign that this market isn’t the strongest.” He calls AI a “huge bubble” and wants to see “all stocks” moving upwards in sync instead. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Amazon's (AMZN) dominance in ecommerce was backed by its AWS cloud that added lots of muscle to the Mag 7 giant's earnings. Jenny Horne talks about how the cloud services platform sets the groundwork for more growth after Amazon already showed strong numbers on Thursday. Dan Deming offers an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and...

Charles Schwab's Cooper Howard recaps the FOMC's hawkish interest rate cut on Wednesday and explains why visibility ahead is so important to the Fed. A lack of data due to the government shutdown is what he considers the biggest question mark for Fed governors, making whatever data we do get all the more important. ======== Schwab Network ======== Empowering every investor and trader, ever...

“Objects in motion tend to stay in motion,” quotes Jay Pelosky, expecting the U.S. and China to keep “running hot” next year. He thinks international will outperform U.S. as a secular shift takes place, and thinks energy is one of the “most attractive regions” in markets. He anticipates a continued bull market in commodities next year, and thinks it will expand to new products. Jay notes that he i...

Alec Young looks at historical bull market trends and tailwinds he sees for the current market. He describes the U.S. as a “K-shaped economy” and discusses the bifurcation of consumer spending. Alec examines a similar trend in markets, arguing AI spending is masking weakness in other sectors. He’s focused on high quality names right now: low leverage, low debt, and predictable earnings. ======== S...

Kevin Green helps investors digest the big market moves that are closing out a massive week on Wall Street. He says expanding market breadth adds fuel to the rally that started from Amazon (AMZN) and Apple's (AAPL) blockbuster earnings. However, Kevin points to SNAP benefits ending Saturday as a crucial headline to watch over the weekend. He explains how Walmart (WMT) ties into macro story and...

Dolly Lenz and Jenny Lenz discuss record real estate highs in the ultra-high-end Hamptons. They talk about how prices are falling, and with the equity market strong more high-income buyers are willing to get into the market. They hope for another Fed rate cut in December with more next year. They talk about the influence of declining mortgage rates on demand. They also touch on affordability acros...

There's lots of green shoots to spot at the start of Friday's trading session, brought by earnings beyond Big Tech. Diane King Hall notes Reddit's (RDDT) strong rally backed by massive momentum in sales and ad revenue. Western Digital (WDC) got a boost from A.I. and data center buildout. Coinbase (COIN) has a crypto rebound and strong retail interest to thank for its earnings boost. ==...

"What a difference a day makes," says Kevin Hincks, noting Apple (AAPL) and Amazon (AMZN) earnings reversing much of Thursday's down action in Friday's premarket. One signal of trouble ahead: SNAP benefits ending on November 1st as the U.S. government shutdown enters day 31. Kevin later explains how Netflix's (NFLX) 10-for-1 stock split can ring in further trading interest. =...

Rick Ducat says Palantir's (PLTR) "rocket ship" rise over the past year has it among the biggest software gainers during that time. He identifies recent areas of support and resistance, and this week's "Harami" candle pattern as shares topped new all-time highs. Rick points to $187 as a higher volume trading area. Later, Rick demonstrates an example options trade using...

Randy Carver discusses the challenges facing consumers and investors as the U.S. government shutdown continues. He says ultimately the economic impact is transitory and temporary, as ripple effects have begun to be felt by pockets of the economy. Randy compares past shutdown behavior and how it applies to the modern day. Later, he discusses the role the Federal Reserve has to play, seeing more rat...

Arthur Wong examines AbbVie (ABBV) following the healthcare company's earnings beat in its 3Q. He discusses the pharmaceutical pipeline, its oncology segment and current offerings like its autoimmune medication Humira. Arthur discusses the relationship between weaker consumer sentiment and patients willingness to spend on expensive medical treatments. He also talks about the industry trend to...

Rachel Dashiell looks at the chart of Western Digital (WDC) after earnings. She points out a "cup and handle" pattern developing over the last 20 days, before turning into a "pennant pattern" after its earnings move which could suggest further bullish upside. Zooming out to a longer, 1-year chart, Rachel does highlight a bearish divergence taking place in its RSI momentum study...

Kevin Green joins Morning Movers with a look at Amazon (AMZN) after earnings. Shares of the e-commerce giant and AWS provider are on track for all-time highs after a massive revenue beat and guiding for north of $206B in 4Q revenue. KG later looks at Coinbase (COIN) which topped earnings and 3Q subscription estimates. Kevin says investors and traders will hope to avoid any "spooky" headl...

Morningstar's Malik Ahmed Khan talks about the very different earnings stories between Alphabet (GOOGL) and Meta Platforms (META). When it comes to Meta, Malik highlights the key disconnect between the social media giant's capex spend on A.I. compared to Mag 7 peers like Alphabet (GOOGL), Amazon (AMZN), and Microsoft (MSFT). Speaking on Alphabet, he was surprised by Google's search res...

Markets closed down on the session, not helped by Meta Platforms (META) selling off 11% after investors raised concerns surrounding the social media giant's capex spending on A.I. However, there were bright spots after hours seen in Amazon (AMZN) and Apple's (AAPL) earning rallies. Marley Kayden walks investors through a turbulent Thursday on Wall Street. ======== Schwab Network ======== E...

While there were some hiccups in the start of the earnings season, Marley Kayden and Sam Vadas note many strengths seen in the reports so far. They recap the mega cap prints that include Apple (AAPL) and Amazon (AMZN) Thursday, along with earnings to come on Friday. Something to watch in reports to come: how they carve out a "K-shaped" economy. ======== Schwab Network ======== Empowering...