Schwab Network

Meta Platforms (META) finalized a lofty investment into Scale AI that now values it at $29 billion. Not only will Scale AI aid in Meta's A.I. ambitions, but CEO Alexandr Wang will join the Mag 7 giant's "superintelligence" team. J.D. Durkin talks about how the investment means much more than meets the eye for Meta Platforms. Dan Deming offers an example options trade for Meta. ==...

Despite today's post-earnings selling action, Derek Yan calls Adobe's (ADBE) double-digit growth "impressive." He credits the company's added A.I. developments for the earnings beat and talks about how other application companies are reaching an "inflection point" for the technology. George Tsilis offers a pair of example options trades for Adobe. ======== Schwab Ne...

"The future of A.I. is not going to be built by any one company," said AMD Inc. (AMD) CEO Lisa Su as AMD unveiled new tech aimed to compete against giants like Nvidia (NVDA). In other tech news, Oracle (ORCL) got an upgrade at BMO Capital, while Wells Fargo named ZScaler (ZS) as a top pick. Diane King Hall goes deeper into the morning's developing stories. ======== Schwab Network ===...

The SPX opened at the 6,000 and will be a critical level for bulls to hold, according to Kevin Green. News of an Israeli airstrike on Iran ramping volatility higher will make that a challenge. Kevin then breaks down all of the breakout moves in energy, pointing out crude oil's bullish MACD cross and diesel's swing out of an inverse head-and-shoulders pattern. ======== Schwab Network ======...

Growing geopolitical tensions pinched equities, while companies like Adobe (ADBE) already faced earnings pressure. Jenny Horne says it's hard to find an issue with Adobe's report but talks about other factors pinning the stock. One company soaring this morning is RH (RH) after beating earnings and maintaining guidance despite continued tariff uncertainty. ======== Schwab Network ======== E...

Crude oil spiked and volatility ramped higher after Israel launched an airstrike on Iran with no indication for de-escalation. Alex Coffey talks about how the price action in crude may have showed that there were troubling signs ahead for President Trump's economic plan. On the VIX, Alex notes most of its move higher remains intact, showing that uncertainty may be here to stay. ======== Schwab...

Prosper Trading Academy's Scott Bauer says Meta Platforms (META) is a stock to "buy the dip" on any pullback, saying it continues to build its position in A.I. META announced a $14.3B investment into Scale AI as Mark Zuckerberg aims to create a superintelligence lab. Later, Scott creates an example options trade for META using a July 18th strike date and a bullish call spread strateg...

Joe Brusuelas says sharp jumps in crude oil could cause ripple effects across the entire U.S. economy expecting "higher inflation, higher gasoline, lower growth." Later, Joe discusses his firm's U.S. Middle Market Business Index results which showed the 2nd largest quarter-over-quarter decline it in its 10-year history. He discusses the "bite" of tariff hikes and what econo...

Alex Bryan underscores the significance of being internationally diversified in your investing portfolio, especially during times of geopolitical escalation. He discusses the state of U.S. trade amidst ongoing tariff uncertainty and a declining U.S. dollar. Developed markets in Europe are "pretty well positioned" in Alex's estimation, and cites their relative outperformance year to d...

After Israel's targeted attack on Iranian military & nuclear sites, equity futures fell while crude oil and defense stocks rose higher. $100 crude "could happen" but KG says there would have to be significant developments for that to occur, adding it's not something to be concerned about now. He discusses how the market's reaction to this development compares to past geop...

Rachel Dashiell examines Oracle (ORCL) after its surge to new all-time highs. She says the all-time highs should act as near-term resistance as it levels off after the post-earnings pop. On a 1-year timeframe, she points to the RSI study hitting peak levels and highlights the $180-$188 range as a potential area of support. ======== Schwab Network ======== Empowering every investor and trader, ever...

Diane King Hall recaps the overnight move in equities reacting to news of Israel's attack on Iran. Overnight futures fell as crude oil prices spiked higher. Another area of the market that saw upward moves: Defense stocks. Elsewhere, Adobe (ADBE) shares are lower following its latest earnings report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Aaron Alt, CFO at Cardinal Health (CAH), joins Diane King Hall at the NYSE set to discuss the company's financial outlook. He describes the drugmaker's share buyback plans and recent FY25 guidance raise. Alt says the company's recent strategic acquisitions help broaden the company's healthcare reach, including glucose monitoring for diabetes treatment. ======== Schwab Network ======== Empowering e...

It was a packed trading day with most stocks closing in the green. Premarket trading was led by tragic news on a Boeing (BA) plane crash in India that sent shares of the plane builder lower. Oracle (ORCL) rallied on the session after posting strong cloud revenue numbers for its previous and future quarters. Microsoft (MSFT) hit all-time highs yet again on a reported deal with the Pentagon, while C...

Charles Schwab's Cooper Howard believes this morning's jobless claims print is more interesting than the PPI. As he explains, softening labor prints like todays can wave an early green flag for the Fed to cut interest rates. Nate Peterson also warns of the orange flag on Wall Street sparked by "good news is bad news" sentiment. ======== Schwab Network ======== Empowering every in...

Steel prices remain below their 5-year historical average. Jeremy Flack covers the industry as President Trump seeks to revive domestic production. “Everything that’s going on is a net positive in the long run,” he says, arguing that U.S. steel companies have invested their profits in their businesses for the last decade and we’re starting to see that pay off. However, he’s “not optimistic” in the...

The SPX muscled a win on the session after yesterday's lower close. Kevin Green points out the day's range-bound action as he notes "defensive in nature" volume. However, a "VIX up, stocks up" scenario could be a warning sign for short-term consolidation or a pullback, backed by utilities outperforming Mag 7 stocks. ======== Schwab Network ======== Empowering every inve...

SailPoint (SAIL) CEO Mark McClain poses the question to investors, "is A.I. good for you or bad for you?" He says the answer to both is, "yes." He says the tech is great for business efficiency but makes it difficult for cybersecurity firms. Mark talks about how his company bolsters software security for customers and the new opportunities A.I. presents for SailPoint. He also t...

Ben Ayers reacts to the May PPI coming in cooler than expected, arguing that the huge run in imports in 1Q before tariffs were in place is about to run out. However, companies seem to be bearing the brunt of tariff costs, so he thinks that we could see a smaller bump in prices this summer than otherwise. Higher prices will slow growth, and uncertainty about prices is also hampering growth, Ben say...

Sportradar (SRAD) is kicking off its partnership with DAZN for the upcoming FIFA Club World Cup in a big way. Patrick Mostboeck discusses the details of the deal and what it means for the business. He also touches on the company's expertise in in-play betting and fan engagement solutions, and why this partnership is a game-changer for the sports betting industry. ======== Schwab Network ======...

The tragic Boeing (BA) Air India crash opens new questions around safety for the company's aircraft. Tony Bancroft still believes the company is a long-term buy but says it needs to address the numerous headwinds it will face head-on. Tony later talks about the Gabelli Commercial Aerospace Defense ETF (GCAD) and how his firm picks stocks for the ETF. ======== Schwab Network ======== Empowering...

Daniel Altman explains his Baseline Profitability Index, which helps investors figure out the success of foreign investments on three criteria. 1: How much the asset’s value grows; 2: Preservation of Value; 3: Ease of returning the proceeds. The top countries on the index include India and Rwanda. He discusses demand for foreign direct investment by Americans and what it means for the global econo...

Nick Raich says "we don't care" about what Adobe (ADBE) reports in its second-quarter earnings. Instead, his focus will centralize on its outlook. Nick believes high growth in A.I. is critical for the stock to soar. Jeff McClean agrees that A.I. utilization is important for Adobe but argues investors need to pay attention to its above-average earnings and attractive valuation. ======...

Eric Clark thinks markets are overbought, but still sees opportunities. “We’re focused on how consumers are spending their time and money today,” he says, and so likes names like TJX (TJX) and Costco (COST). For TJX, he sees another “30%-40% upside” in shares. He thinks July earnings will be “very interesting” and reflect more of the tariff impact. He also likes Progressive (PGR), calling it the “...

Clayton Triick thinks inflation and the labor market are both softening. He talks about his expectations for Fed cuts this year as CME Fedwatch probabilities rise sharply towards the end of the year. “If we get less now, we’re more likely to get more later,” he argues, saying 2026 will see interest rates in the low 3’s. He sees opportunities in fixed income. ======== Schwab Network ======== Empowe...