Schwab Network

Lululemon (LULU) shares slid below $100 for the first time since 2018 after the company showed no "bright spots" in its report, according to Marley Kayden. The company cutting its outlook yet again does no favors for forward momentum as comp. sales continue to fall. Marley takes investors through the underwhelming earnings, lasting leadership woes, and lingering questions on its turnarou...

Charles Schwab's Rachel Dashiell discusses why she uses "log scale" analysis of stocks and how it applies to the market's recent volatility. She uses this analysis for the S&P 500 (SPX) and makes the case that the index's recent uptrend will sustain pending any significant macro pullbacks. A reversion in the U.S. dollar is another factor Rachel sees benefitting equities....

KPMG's Ken Kim breaks down August's stronger-than-expected non-farm payroll report and the implications of negative real wages on consumer purchasing power. He also discusses the Fed's potential response and offers a short to medium-term outlook, including GDP projections and AI's anticipated impact on productivity. ======== Schwab Network ======== Empowering every investor and tra...

Crude oil prices remain elevated around $90 and AAA says national average diesel prices are at record highs. Paul Gooden says only "part of the pain" from the Strait of Hormuz volatility is actually being seen in oil prices and instead affecting refinery factors more. Either way, Paul says consumers pay the price. That said, he sees the U.S.'s new oil deal with Venezuela as a relief...

ZScaler (ZS) couldn't muscle an earnings rally for cybersecurity like CrowdStrike (CRWD) did last week. Diane King Hall points to slowing growth as the culprit dragging shares down. Planet Labs (PL) shares flew higher after the space-based company raised its full-year guidance, while UiPath (PATH) fell despite a revenue beat. ======== Schwab Network ======== Empowering every investor and trade...

Virtus Investment Partners' Seamus Smyth highlights broad-based hiring, led by leisure and hospitality, as a sign of a robust economy with unemployment down to 4.1%. He cautions that strong wage growth could tip the Fed toward a rate hike even as inflation shows improvement. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

The labor market is doing "extremely well" based off the August jobs report, says Kevin Hincks. The bad news for those expecting a hold on interest rates in September? The chances for a hike just increased. Kevin takes investors through the key metrics in August's numbers and the revisions made to July's report. While crude oil prices cooled from $93 to $90, the national average...

Adobe (ADBE) reports earnings next Thursday and will do so as a new CEO readies to take the helm in December. Rick Ducat takes investors through the key support and resistance levels to watch in the software giant into its earnings. He offers an example options trade for Adobe. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are no...

Lululemon (LULU) reported one of its "worst quarters ever," according to Sucharita Kodali. She says the new CEO "has a huge, huge" job ahead of her, though the leader's prior experience at Nike (NKE) offers room for a turnaround story to shape up. Sucharita then turns to a larger question: is the age of athleisure over? ======== Schwab Network ======== Empowering every inve...

David Fetherstonhaugh believes investors in the AI trade have become more selective. Corners of the market he makes bull cases for: AI memory and cybersecurity. David sees supply constraints not being as large as perceived for the former, while the latter's demand continues to accelerate. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Snowflake's (SNOW) post-earnings rally has Rachel Dashiell's (Charles Schwab) attention Friday morning. She highlights Fibonacci levels the stock has hit and explains how it helps accelerate bullish momentum. One concern she has: MACD's slowdown, signaling exhaustion at current levels. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

While the August jobs report will clear some fog around the job market, Tom White says the focus will be all on inflation prints instead. He explains why next week's CPI will take up more oxygen from Wall Street as the Fed doubles down in its 2% inflation goal. Tom turns to earnings movers in ZScaler (ZS), which traded lower as revenue guidance appears to slow. Tesla's (TSLA) "secreti...

Is Wall Street officially moving "on chain?" Misha Putiatin examines the uptick in institutional blockchain exposure and the next steps he wants to see for exposure to increase further, from needed infrastructure to increasing liquidity.

Johnny Wu of xETFs explains why his firm created the its Korea AI Semiconductor ETF (KSMH) and the upside he sees ahead for the country's memory trade. As he explains, the ETF holds much more than SK Hynix (SKHY) and Samsung.

Sam Callahan, director of Bitcoin strategy at OranjeBTC, explains his take on the cryptocurrency's resurgence as it crosses back above $80,000. As he states, "pay attention to currency dynamics" and how moves in the U.S. dollar affect cryptocurrencies. Sam sees a similar dynamic between Bitcoin and U.S. policy. Like gold, Sam expects volatility in the crypto space to subside as more...

Adam Lynch of Charles Schwab says September tends to be a slower month for cryptocurrencies, until Thursday, thanks in part to dovish comments from Fed governor Christopher Waller. For Bitcoin and Ethereum to experience a true, sustained breakout above $80,000, Adam says he needs to see more dovish Fed commentary and a reassurance of regulation via legislation like the Clarity Act. He turns to Str...

Broadcom (AVGO) shares fell on earnings even though the company posted strong earnings. Melissa Armo says it's interesting considering Nvidia (NVDA) and some of the other AI chipmaking peers rallied after their earnings. Jay Hatfield attributes the selling action to a "hedge fund blowup" as Wall Street reanalyzes exposure to the AI space. The panel analyzes where Broadcom stands in t...

ProcureAM's Andrew Chanin turns to earnings in Planet Labs (PL) and ways AI will shape the satellite company's report. He sees Planet Labs holding "powerful tools" in mapping and tracking, the question lies in when it will turn profitable. Though timelines extend years into the future, Andrew believes a global growth story in space companies set a wide landing pad for growth. He...

Amy Zhang highlights the early stages of AI integration into healthcare, particularly digital biology, where the intersection of life science and computational technology creates a golden age for data-advantaged companies. She points to Guardant Health (GH) and its Infinity AI platform as a standout in the liquid biopsy space. ======== Schwab Network ======== Empowering every investor and trader,...

LikeFolio's Megan Brantley highlights Lululemon Athletica's (LULU) struggle to resonate with consumers as shifting preferences move away from synthetic fabrics and competition intensifies. She sees potential for a turnaround with new leadership, though demand remains subdued in the Americas. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

As rallies in Bitcoin and Ethereum stall, Adam Lynch takes investors through the price action of both to explain how "psychological levels" are playing a role in the sideways move. Along on Adam's radar: Strategy (MSTR) resuming Bitcoin purchases and perpetual futures for cryptocurrencies. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

NCTA CEO Cory Gardner emphasizes the importance of unlicensed Wi-Fi for innovation and consumer access amid the complex debate over licensed versus unlicensed spectrum. He warns that China is trying to shape global spectrum rules to favor licensed cellular networks, which could disadvantage U.S. manufacturers and consumers. ======== Schwab Network ======== Empowering every investor and trader, eve...

The post-earnings surge in Snowflake (SNOW) shares is something Mark Gibbens sees reinforcing newfound market confidence in software. Even though HPE (HPE) did not rally after reporting strong numbers, he says the a still-strong AI story backs the company's momentum. Steve Koenig believes software's resurgence is more "nuanced" and "company specific" than Mark highlight...

Legacy and new stocks take the attention of Dan Deming on today's Big 3. For Verizon (VZ), he sees the company's yield as "compelling" amid all the current risks weighing against equities. Copper and silver's resurgence is something Dan sees lifting Newmont (NEM) shares and believes SpaceX (SPCX) "found its footing" after volatile post-IPO trading action. Dan offers...

Andrew Arons does not expect to see the volatility the stock market typically sees in September. That said, he urges investors keep cash on the sidelines in the event of a pullback. Stocks on Andrew's buy list include Apple (AAPL), Netflix (NFLX), and TJX Companies (TJX). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...