Schwab Network

With Palantir's (PLTR) valuation being one of the biggest points of contention around the stock, Scott Kessler offers a full perspective for the company into earnings. He puts stock fundamentals against Palantir's projected growth to determine how much more room shares have to run with an already-expensive entry point. ======== Schwab Network ======== Empowering every investor and trader,...

Likefolio’s Landon Swan discusses PayPal (PYPL) consumer sentiment data. “Compared to competitors, it’s not great,” he says, noting holiday spending was down. However, their subsidiary Venmo continues to grow, creating a bright spot. “The main business is struggling, it’s not doing great despite some solid efforts,” he continues. Rival Shopify (SHOP) is far ahead of them, Landon argues. ======== S...

Som Priestley of T. Rowe Price spotlights the creation of their Innovation Leaders ETF (TNXT). He’s looking for innovation beyond technology, including in healthcare and finance, and companies that are reinvesting in themselves. Holdings range from large to small caps and include international names. As Som points out, it’s hard to time a trend like GLP-1s, but investors can look for companies set...

"Whether the markets are calm" or not, Jason Brown believes defense and military spending is here to stay, making GE Aerospace (GE) one of his Big 3 picks. As for his other stocks, he labels Walmart (WMT) as a "quiet sleeper" that keeps moving higher and Capital One (COF) as a buying opportunity amid a pullback. Jason offers example options trades for his picks while Rick Ducat...

Ed Siddell anticipated the market pullback – though not so soon. He thinks the Warsh nomination “pushed it along.” Ed remains bullish on the market and economy through 2026. “We still love gold, we still love silver,” and the dip presents an opportunity. On the economy: “we’re switching to a producer nation from a consumer nation,” which may have some pain points during the transition, but will ul...

Walt Disney (DIS) is a "story of patience," argues Stephen Kent. While the stock experienced a years-long consolidation, he sees the company making "money on autopilot" through its maturing streaming platform even as it faces the "YouTube question." Morningstar's Matt Dolgin adds that its experiences segment is doing great, though he warns of softness ahead as int...

While Palantir (PLTR) is a stock Aquiles Larrea, Jr. considers a key part of portfolios, he shows concern in valuations. To justify the company's "quite expensive" price tag, Aquiles expects Palantir to show strong growth in earnings after Monday's close. He tells investors to keep an eye out for commercial revenue numbers. Tom White offers an example options trade for Palantir....

Oracle (ORCL) is raising another $50 billion for AI infrastructure as Wall Street remains wary on the future of data center need. Marley Kayden takes investors through the latest development as Oracle shares trade less than half of last year's all-time high. Chales Moon with Prosper Trading Academy offers a bullish example options trade for Oracle. ======== Schwab Network ======== Empowering e...

Charles Schwab's Michelle Gibley turns to the international movers by looking at how Japan's elections can increase demand for global bonds. India's trade deal with the EU will also prove significant, as it signals a divergence from dependence on the U.S. As for the memory chip trade, Michelle sees expectations getting "a little frothy." ======== Schwab Network ======== Empow...

Larry Donald calls Jensen Huang “slippery as a Mississippi eel” as he tries to keep Nvidia (NVDA) stock high. He looks at the commodities trade, including memory for AI, and says a run up in prices can eventually create a bear market. He’s “oversold” right now and believes we are 2-3 years into an “8-year” bear market for the dollar. The amount of capital leaving the U.S. is making the White House...

Kevin Green begins his market analysis with a look at PMI manufacturing's better-than-expected report. However, he notes bond weakness as something for investors to watch even as the U.S. dollar adds support. KG still has a warning for traders: "prepare for February to be very volatile." Bitcoin's stumble below $80,000 shows another warning to the risk-on trade, though KG believe...

Talley Leger expects resilience in the markets through 2026 despite volatility. He sees “ten tailwinds” and thinks that we are on a “higher trajectory” than the Street anticipates. He argues gold is losing its “safety premium” and that the metals market was in a bubble. “I would be shopping the sales in the cyclicals,” Talley says, along with international and small caps. ======== Schwab Network =...

Phillip Securities upgraded Microsoft (MSFT) and Apple (AAPL) after both companies reported earnings last week. Diane King Hall explains why the analyst sees more promise in the Mag 7 giants. Elsewhere in Big Tech, Palantir (PLTR) has a new bull in William Blair with the firm seeing strong earnings growth ahead. Humana (HUM) continues to struggle with other healthcare stocks, though Diane points M...

Sean O’Hara describes a “momentum fizzle” in tech and looks to quality instead. He thinks the AI trade is too focused on the Mag 7 and investors should broaden out, looking at which companies the AI capex is going to. “Do you want to bet on the spend side…or the receiver side?” On the broad market, he tells investors to watch the U.S. dollar. He thinks Kevin Warsh will “remake the Fed” and help ge...

Traders are "setting up for another massive week," says Kevin Hincks. He takes a look at the premarket moves into the start of a new trading week packed with Big Tech earnings. Palantir (PLTR) kicks things off on Monday, AMD Inc. (AMD) on Tuesday, with Mag 7 names in Alphabet (GOOGL) and Amazon (AMZN) later in the week. Kevin adds that silver and gold's sharp sell-off is "shakin...

This week's tech earnings feature names like Palantir (PLTR), Alphabet (GOOGL) and Amazon (AMZN) among many others. Steven Dickens stops by the Morning Movers NYSE desk to underline his focal points for these companies as they adapt to ongoing AI adoption. They try to answer the question: Do markets want aggressive A.I. capex spend? Steven says GPUs being built now are going online "right...

Palantir (PLTR) will be closely watched today ahead of its upcoming earnings release. Rick Ducat brings out the chart stylus to draw and highlight several key technical points to watch in the AI software name. Later, Tom White delivers an example options trade in PLTR. He stresses his focus is on minimizing volatility with his strategy. Tom demonstrates a put vertical strategy with a neutral to bu...

Kenneth Suh joins Diane King Hall to discuss Walt Disney (DIS) earnings figures.. Suh points to the growth in its streaming area, noting increased viewership in Avatar and Zootopia ahead of their sequel releases in theaters. He notes the looming Netflix (NFLX) & Warner Bros. Discovery (WBD) deal as something to pay attention to, but believes Disney's sports partnership with the NFL strengt...

The Mag 7 group is back in the spotlight as Amazon's (AMZN) latest earnings are set to report this week. Prior to the report, the analyst at Citizens lifted its price target coverage on the e-commerce giant to $315 from $300 with an outperform rating. Charles Schwab's Rachel Dashiell joins Morning Movers to deliver the latest levels to watch on its chart. ======== Schwab Network ======== E...

Kevin Green keeps his eyes on the metals market following last week's tumult to end the week. KG says there could be some investors "selling out of winners" as gold and silver had soared to all-time highs. However, for silver he says to watch for a break below 70 with 45 acting as the next level of support. On the crypto front, KG says "no one really loves Bitcoin at this point&...

Deal activity accelerated in the back half of 2025 and into 2026, says Roy Behren, with multiple megadeals announcing or closing. He cites regulatory ease under the Trump administration fueling these transactions. He’s seeing lots of cross-border activity as foreign companies try to buy U.S. companies to avoid tariffs, along with a wave of companies going private as private equity looks for takeov...

President Trump named his nomination for Fed Chair as Kevin Warsh on the final trading day of January. Marley Kayden and Sam Vadas talk about the pick and the market reaction that followed. Additionally, they turn to the surge in memory chip stocks helped by Western Digital (WDC) and SanDisk (SNDK) earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. O...

Stewart Glickman notes that Exxon Mobil (XOM) and Chevron (CVX) are navigating a complex landscape of pricing headwinds and geopolitical volatility. He highlights that while year-over-year earnings have dipped, both companies beat fourth-quarter expectations through aggressive structural cost savings. Glickman points out that Exxon Mobil maintains a competitive edge over Chevron due to its superio...

Meta Platforms (META) shares surged higher on the heels of its 4Q earnings report. As George Tsilis explains, the company's planned capital expenditures and AI expansion strategy sent a jolt into the stock. In the latest edition of Tech Corner, George re-visits the parent company of Facebook and Instagram to explain its focus shift from social media to generative AI. ======== Schwab Network ==...

Likefolio’s Andy Swan digs into Walt Disney (DIS) ahead of earnings, and says it’s all about the segments. “We’re seeing really great action” in cruise lines, along with Disney+, while Parks and Hulu are seeing negative visit trends. He uses consumer sentiment data to figure out whether segments are executing to plan. Overall, Andy concludes, Disney is “chugging right along.” ======== Schwab Netwo...