Schwab Network

While Tapestry (TPR) posted strong numbers in its Coach brand, Diane King Hall says it wasn't enough to temper fears of tariffs in the company's outlook. Deere & Co. (DE) also noted profit pressures in guidance despite its earnings beat. Diane points to Cisco (CSCO) as a company that performed relatively well on its report, primarily through its A.I. infrastructure business. ======== S...

6,500 is the new level Kevin Green is watching when it comes to resistance in the SPX, though it will face headwinds on Thursday's session following a hotter-than-expected PPI print. He's watching two bullish signals developing in other pockets. One is in the 10YR-3MO yield spread, as Kevin notes its consolidation remains bullish for stocks. He later turns to technicals in the healthcare s...

Liz Ann Sonders compares the CPI and PPI reports from this week to get a look at U.S. inflation. She argues that it seems like companies are absorbing costs rather than passing them on to consumers right now, keeping inflation from jumping. She says that more than this data, upcoming labor data will decide whether the Fed cuts rates in September. Liz Ann points to CEO sentiment climbing but still...

The 0.9% month-over-month uptick in PPI was significantly up from Wall Street's expectations of an unchanged report. For those wondering why markets didn't move down further, Kevin Hincks talks about PPI historically taking a backseat when it comes to importance of other prints. On the international front, Kevin turns to President Trump's meeting with Russian president Vladimir Putin i...

On the technical front, Applied Materials (AMAT) is underperforming the overall markets says Rick Ducat. He compares the company to other semiconductor-related names before showing recent resistance points for investors to watch ahead of earnings. Tom White later demonstrates an example options trade for AMAT. He utilizes an iron condor strategy with a neutral stance in a short-term position. ====...

Kevin Horner suits up and fashions his chart studies for Tapestry (TPR). The Kate Spade owner and luxury retailer is down after its latest earnings, but on a longer-term chart Kevin still says it's looking "fantastically" saying a breather from recent highs wouldn't be uncommon. To the downside, he highlights $88 as a possible support level. Kevin also notes the upward move in it...

Joe Brusuelas joins Diane King Hall at the NYSE to go under the hood on the hot July PPI print. The argument that foreigner's are "paying the tariffs" has been "destroyed," says Joe. In terms of the Fed cutting rates, he cautions investors that Federal Funds markets are thin and illiquid, saying there's a long road until the September meeting. Joe says pricing pressures...

As U.S. markets push to new all-time highs, the rally is expanding beyond the “Magnificent 7” into a wider range of sectors. Investors are pricing in a potential September Fed rate cut as Treasury yields decline. Kevin Green examines the surge in homebuilder stocks on expectations of lower rates, Bitcoin’s climb to a new all-time high, and how artificial intelligence is shaping the growth outlook...

Jessica Kriegel joins Morning Movers to discuss the latest labor market and inflation data. July PPI's print revealed both hotter-than-expected services and goods numbers. Jessica says the economy is at a "very interesting" point in expectations for the Federal Reserve. She adds that there are "fingers being pointed" at multiple entities looking for resolution and answers....

It's a busy and jam-packed edition of Crypto Corner this week. Sam Vadas and Adam Lynch examine the surge in Ethereum (/ETH) as it approaches all-time highs. Meanwhile, Circle (CRCL) shares fade after its first publicly reported earnings report and Bullish (BLSH) begins trading after its highly anticipated IPO. Plus - find out why Jeff Bezos' Blue Origin is now accepting crypto payments fo...

Markets continued Tuesday's rally, led once again by the RUT with 2% gains. Cisco (CSCO) traded to the downside despite posting a beat and guidance above estimates, though it was nowhere near the sell-off seen in CoreWeave (CRWV) after its report. Bullish (BLSH), the newest crypto exchange debuting in public markets, saw volatile trading action throughout its first day. Marley Kayden takes inv...

Oklo Inc. (OKLO) CFO, Craig Bealmear, joins Market on Close to discuss the company's latest earnings report. He sees the company as uniquely positioned for success even though it has not yet made revenue. One leading contract from the U.S. Air Force can change that. Craig takes investors through future power house projects the coming months and years. ======== Schwab Network ======== Empowerin...

Ouster (OUST) got an upgrade from WestPark Capital after the LiDAR company showed promising results in its prior earnings. As George Tsilis explains, the company is expanding into high growth industries like defense. He explains how Ouster can utilize its tech in order to maintain and climb above the stock's new 3-year high. ======== Schwab Network ======== Empowering every investor and trader...

The RUT has rallied more than 4% over the last two trading session, which Charles Schwab's Joe Mazzola attributes to expectations of higher-than-expected rate cuts. With investors pricing in a September cut, Joe talks about the possibilities for the Fed's future rate cutting cycle. Joe adds that recent inflation and jobs data will signal Fed chair Jerome Powell to act. He urges investors t...

Dan Deming covers commodities. He looks at crude, saying that markets expected higher demand than we got, leading to pressure on prices due to oversupply. $3,400 is a “key psychological level” for gold, though not necessarily a technical, Dan thinks. “I don’t see gold giving up too much ground here” with demand remaining strong, he adds. He thinks Bitcoin and Ethereum’s upticks today are driven by...

The SPX dragged as Wednesday's session went on, with Kevin Green pointing to mega caps' lagging price action as the culprit. However, he highlights the SPX Equal Weight surging, signaling broader market participation. Kevin later highlights "aggressive" VIX options as volatility continued leaking to the downside. ======== Schwab Network ======== Empowering every investor and trad...

Jillian DelSignore from Nasdaq discusses their latest income survey for investors. She discusses how the results have changed from their last survey two years ago, noting that while income-oriented investment allocations have remained about the same, the strategies have changed. She sees a “meaningful” increase in passive ETF inflows and active mutual funds. “There’s potentially a real information...

Marta Norton says expectations of a September rate cut are what’s driving the market higher as it hits fresh records. “It does really feel like we’re at an inflection point,” she continues, digging into the labor market data revisions and the potential for inflation vs strong corporate earnings. While she doesn’t expect tariffs to “tip us into a recession,” she expects them to start dragging down...

John Fieldly, Chairman & CEO of Celsius (CELH), talks about the company's recent earnings led by a sales surge following its acquisition of Alani Nu. He notes that female and Gen Z customers are the ones leading the company's growth though a new "movement" in the energy drink space. John sees "big opportunity" in international sales as the company expands its worldw...

Investors need to be looking past September to the end of Jerome Powell’s term, says John Petrides. “The market is going to start pricing in that whoever the next Fed Chair is, they’ll be dovish.” He says the market will assume the new Fed Chair will be in-line with President Trump’s desire to lower rates. However, Trump’s ‘Big Beautiful Bill’ and other U.S. policies are increasing debt, potential...

Rob Thummel and Ellen Wald cover the energy space. Ellen focuses on OPEC’s latest moves and how oil demand levels are being weighted around the world. Rob looks at the evolution of the energy sector, expecting natural gas demand to grow and calling electricity “the new oil.” Ellen doesn’t expect any peace deal to come out of the upcoming U.S./Russia meeting and talks potential fallout, including s...

George Seay highlights “sea changes under the surface” of the market, saying Mag 7 stocks are showing “topping behavior.” He advises investors to reassess their positions, adding that it may be time to trim winners. “You need to be really careful trying to time the market” on valuation, he stresses. However, he also thinks investors should always have one foot in, rather than selling everything. H...

Doug Cohen compares the market cycle to the dot-com bubble. He argues that while parts of the market, like meme stocks or cyber, are “frothy,” the 90’s won’t repeat themselves because the leadership of the market is the Mag 7. He thinks that these “well-established” companies that can be used for “offense or defense” and have strong balance sheets can continue to buoy the whole market. He also thi...

Phil Kafarakis covers the latest restaurant earnings. He breaks down Brinker (EAT), owner of Chili’s: “they have found the magic.” He says the chain has “incredible things” going on in their advertising, is making their restaurants more efficient, and is attracting a younger crowd. On Cava (CAVA): “it’s a shame” everyone is jumping off the stock, he says after a mixed earnings report. “They’re att...

Rigetti Computing (RGTI) missed in earnings and sales but its CEO held confidence in meeting fiscal goals. George Tsilis takes a closer look at the company's financials and why investors don't see the double miss as that bad for Rigetti. He later weighs on the future prospects for quantum, one of the reasons behind the stock's 1,800% year-over-year increase. ======== Schwab Network ===...