Schwab Network

Sheraz Mian turns to the slate of Mag 7 earnings on the docket this week, noting four of the five serving as leaders in the A.I. race. The one he doesn't see leading: Apple (AAPL). He believes the company has made notable traction recently but still faces headwinds in A.I. spending and product offerings. He sees Alphabet (GOOGL) gaining more bullish optimism as Google Cloud grows and Wall Stre...

Ed Butowsky and Craig Warnimont break down UPS (UPS) earnings. The company said it would cut 48K jobs in management and operations and it’s setting up for its best holiday season. Craig thinks investors will “wait and see” on UPS shares until it starts showing growth again. “If they can’t trust that the P/E isn’t shrinking,” they won’t see a good entry point, he explains. Ed, on the other hand, sa...

Today's Big 3 consists of A.I.-adjacent names that Prosper Trading Academy's Mike Shorr will watch closely heading into each company's earnings. Mike sees a strong trading opportunity in Supermicro (SMCI), Astera Labs (ALAB) as a lesser-known A.I. play, and Reddit (RDDT) as a "back pocket" bullish opportunity. He offers example options trades for each stock while Kevin Green...

“They’re kind of looking through the fog here,” Jason England says of the Fed. He discusses their dual mandate and their rate cut path. He thinks a cut tomorrow is all but guaranteed, even with delayed economic data. However, he notes divisions amongst the FOMC on the dot plot. “Internal division is good,” he adds, but only if it comes to a resolution. ======== Schwab Network ======== Empowering e...

Stephen Biggar sees a price target above $400 for Visa (V), which he says can be reached through earnings resiliency. He points to slower but steady growth and an American consumer continuing to use credit cards amid economic uncertainty as bullish catalysts. Stephen later talks about where Visa stacks up compared to Mastercard (MA) and American Express (AXP). Tom White offers an example options t...

Matt Bartolini discusses the strength of the 3Q earnings season so far and examines consumer health and inflation. He expects a rate cut from the Fed tomorrow but thinks the guidance will be murky. Turning to ETFs, he covers record inflows, anticipating up to $1.4 trillion by the end of the year. He notes that cyclicals and tech have dominated these inflows, calling it “very risk-on optimism.” ===...

Ahead of Wednesday's earnings, Microsoft (MSFT) jumped Tuesday morning after restructuring its deal with OpenAI. As Kevin Green explains, it changes the stake Microsoft has in the company but adds clarity to OpenAI's future with Azure cloud. Speaking of clarity, Kevin later notes the tick higher in consumer confidence and more data to come that will create a clearer economic picture. =====...

PayPal (PYPL) popped on an earnings beat and new partnership with OpenAI, as Marley Kayden highlights what investors see as bullish. As she explains, it also continues a trend with OpenAI extending its reach in the finance space, seen through companies like Walmart (WMT). Tim Biggam offers his take on PayPal's earnings and partnership through an example options trade. ======== Schwab Network =...

Technology stocks are on fire, with the SPX , NDX and $DJI hitting record highs. Olivier Blanchard attributes this surge to A.I.'s continued growth, with big players like Microsoft (MSFT), Alphabet (GOOGL), Apple (AAPL), and Amazon (AMZN) competing for dominance as all report earnings this week. Blanchard is bullish on Microsoft's AI partnership with OpenAI and Amazon's AlexaPlus, but...

Tuesday's earnings picture showed a mixed perspective that created multiple red arrows. George Tsilis notes sell-offs in Royal Caribbean (RCL) and D.R. Horton (DHI) as both companies saw pressure on guidance. He does shine a light on UnitedHealth's (UNH) guidance lift that pushed the stock higher into the opening bell. ======== Schwab Network ======== Empowering every investor and trader,...

Barry Knapp says “we’re clearly not getting any surprises” in this month’s Fed meeting, anticipating a 25 basis point rate cut. He previews Powell’s press conference after the decision and expects 75 basis points total in cuts this year. “They’re likely to end QT” as well, he adds, and explains how markets might react to that decision. He lays out his predictions for where markets will end the yea...

Kevin Hincks reports from the Cboe Global Markets to highlight moves happening in the U.S. and abroad. He maintains that the Mag 7 earnings hitting markets Wednesday and Thursday will remain monumental for the bull run. Internationally, Kevin breaks down the proposed $500 billion trade deal between the U.S. and Japan. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Tom White takes a look at Visa (V) as shares level off about 10% down from all-time highs ahead of its upcoming earnings report. He says the credit card data will help paint a picture of consumer spending habits in the absence of some economic data. Tom has 2 example options trades today, with the first one being a call diagonal. He explains the bullish nature of the trade and how it factors in th...

Kristen Winther and Tammy Cash join Sam Vadas at the NYSE to discuss their organization Women in ETFs. Their group aims to intervene in industry conferences, identify opportunities for women in the financial industry and offer a resource to highlight new and emerging voices. They weigh in on the gender pay gap issues still facing many female employees and ways to address those problems. Additional...

Rogers Healy joins Morning Movers to break down the latest homebuilder's earnings report as D.R. Horton (DHI) falls after missing on profits. Rogers says this is usually a slower time of the year for the homebuilder group, stressing this report isn't "terrible news." When looking at the margins, he adds that its inventory isn't "flying off the shelf" like investors...

Stocks look for direction ahead of a packed earnings calendar, with major tech names like Alphabet (GOOGL) and Microsoft (MSFT) set to report. The S&P 500 (SPX) is coming off a record high, and Kevin Green says the market's positioning suggests further gains are possible. UPS (UPS) and UnitedHealth (UNH) both beat earnings expectations, with UPS rallying 12% and UNH up 3% in pre-market tra...

Amazon (AMZN) announces 14k corporate job cuts after Reuters reported the layoffs could be as high as 30k. Ben Watson looks at the technical setup on Amazon's chart following that news and ahead of its earnings announcement this week. He highlights $229 as a recent area of resistance to the upside and says the MACD momentum study indicates upward building prior to earnings. On the 1-year chart...

The equity markets took their cues from positive overseas headlines in China/U.S. trade discussions to claim new all-time highs on Monday. One sector of the market that wasn't joining the rally: Domestic rare earth miners. The group faded on news that China could delay its export controls by 1 year. Meanwhile, Qualcomm (QCOM) jumped after revealing a new A.I. chip and AMD Inc (AMD) touched new...

From rare earths to A.I. technology, Monday's session covered it all as the S&P 500 (SPX) closed above $6,800 for the first time. Marley Kayden recaps the trading day with a look at the mining stocks fall after U.S. and China trade representatives indicate progress on delaying rare earth export controls. Meanwhile, Sam Vadas examines the A.I. movers today with Qualcomm (QCOM) announcing a...

David Chau says despite ongoing U.S.-China trade tensions, buyers are shrugging off volatility and driving the market to new highs, fueled by strong momentum in tech. He is watching the expected move in stocks like Nvidia (NVDA), which he says will be key to sustaining the rally into year-end. He also breaks down his view that volatility is "episodic, not systemic," and why investors sho...

InterDigital (IDCC) caught the attention of George Tsilis on today's Overlooked Stocks segment. He walks through the company's unique cross-section exposure to global OEMs like Alphabet (GOOGL) and Lenovo. George says IDCC competes with Rambus (RMBS), Nokia (NOK), Ericsson (ERIC) and Qualcomm (QCOM). He dives into the stock's wireless, ioT and automotive sector presence, and points to...

Ahead of tomorrow's earnings report from Sofi (SOFI), Rick Ducat examines the technical conditions on its chart. He displays the outperformance relative to the overall market and its competitors like PayPal (PYPL), Upstart (UPST), Block (XYZ) and Affirm (AFRM). Rick highlights the studies that support Sofi's strong chart before turning to the "elevated" options activity taking pl...

Mattias Eriksson, President of QNX, spotlights its work in Software-Defined Vehicles (SDV), robotics, and edge computing. He explains that QNX is a sort of “plumber” for this computing type and discusses why they’ve pushed into the auto business. There are cars launching with “500 million lines of code,” often coming from different suppliers, and they need to be integrated into a central system, h...

Dana Peterson from The Conference Board previews the Fed’s meeting this week. She discusses the impact of missing government data and the market’s expectations for a 25 basis point cut. She notes that we are in a no-hire, no-fire environment as companies struggle with uncertainty, but says that balance could change. Dana looks where we’re seeing layoffs, and why, and argues that overall consumers...

Joe Rinaldi talks about the fallout of the government shutdown on U.S. citizens and on markets. He expects unemployment to tick up, small business revenues to fall, and pushes for a deal ASAP. He brings some of his current stock picks, highlighting the energy sector: Dominion Energy (D), First Energy (FE), and Consolidated Edison (ED). ======== Schwab Network ======== Empowering every investor and...