Schwab Network

Shawn Nelson, CEO of Lovesac (LOVE), joins Nicole to discuss their 2Q report. The consumer has been “pretty tough” since the pandemic, Shawn says, but argues Lovesac is beating competitors and is beginning to see an upswing. He touts the launch of their new Snugg couch and how new and updated products are still compatible with older models. Shawn also discusses how Lovesac is using AI in their mar...

Alphabet (GOOGL) continued to hit new record highs to start Tuesday's session on the back of an investment into the UK worth 5 billion euros. Diane King Hall talks about Alphabet's monstrous rally in recent weeks and how it has joined a prestigious club few stocks reached. TSMC (TSM) sees more bullish promise from Barclays after the firm upped its price target for the stock. Diane also tou...

Jenny Horne talks about two key A.I. names to watch on Tuesday's session. She first turns to Oracle (ORCL) and reports of the company's involvement in talks to acquire TikTok. If true, the social media giant will add to Oracle's already heavy plate of products. In China, Nvidia (NVDA) sees little demand for its new chip made specifically for the country. Jenny points to competition fro...

There's a lot to watch on Tuesday's session, including the start of the FOMC's interest rate meeting. Kevin Hincks talks investors through everything they need to know ahead of Wednesday's decision, including the people who are set to vote on rates. He also notes a better-than-expected retail sales print showing a resilient consumer. On the international front, he tackles how TikTo...

Oracle (ORCL) shares continue to rally after its latest earnings, but Tuesday's move is connected to TikTok. The company is reportedly tied to a group of companies looking to gain control of TikTok's U.S. operations. Rick Ducat describes the high conviction move taking place on the ORCL chart. He indicates that its RSI momentum study is turning down from recent overbought conditions and th...

David Doyle says a 25bps is largely baked in and wouldn't move the needle. Instead, says the Dot Plot (or Summary of Economic Projections) would be viewed as a more significant market-moving item. He says a 50bps rate cut is certainly possible with Trump appointee Stephen Miran joining the Fed for the September meeting. David adds that it could be "tricky" to expect the Dot Plot to m...

Dr. Preston Cherry drops by the NYSE set to discuss the impact of a Fed rate cut on the economy. Preston addresses concerns from households and how different approaches to defensive strategies could benefit people looking to de-risk. He later touches on the state of the labor market, citing layoffs he's hearing about from the oil & gas industry. Preston says people should stay committed to...

Alphabet (GOOGL) valuation soared past $3T after a recent move to new all-time highs. Kevin Horner points to the $242 line as a key short-term support level and provides technical insights behind the Google parent company's stock. On a 1-year timeframe, he says $225 would act as a potential secondary support level if shares pullback from all-time highs. "There's nothing negative about...

The U.S. Senate confirmed Stephen Miran's appointment to the Federal Reserve, filling the hole left by Adriana Kugler. Kevin Green and Diane King Hall discuss the Fed's newest member as investors await tomorrow's rate announcement. With a 25bps cut largely priced in, KG says Fed Chair Jerome Powell's commentary might be second in importance to investors, adding the Summary of Econo...

Ted Leonsis bought the Washington Capitals in 1999 in what would become his first step in creating Monumental Sports & Entertainment. Now, the Washington Wizards and Washington Mystics are part of a broader portfolio of assets which includes a regional sports network and an arena. Ted joins Nicole Petallides to discuss the sports business landscape and the significance of incorporating next ge...

George Tsilis turns investor attention to an under-the-radar A.I. chip design company: Rambus (RMBS). He attributes the company's recent growth to the data center boom, something analysts have caught attention of through Baird's upgrade of the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://...

The SPX and NDX both hit new record highs on the week's first session ahead of a highly anticipated FOMC interest rate decision. The Mag 7 led trading action, from Nvidia's (NVDA) latest headwinds to China, Elon Musk's $1 billion purchase of Tesla (TSLA) shares, and Alphabet's (GOOGL) market cap milestone. Marley Kayden takes investors through the biggest stories of the session. ==...

Tim Anderson says second-hand tech stocks have seen sky-high rallies that continue day after day. He attributes the moves to investors seeking growth potential outside of the Mag 7 and other Big Tech stocks. He adds that companies integrating A.I. into their businesses are just now seeing the payoff that they can show to investors. When it comes to the Fed and a widely-expected interest rate cut,...

Thomas Urano thinks the Fed needs to signal their focus on labor market weakness by cutting rates, but doesn’t think it should cut by 50 points, or even cut several months in a row. He also discusses mortgage trends and housing affordability and explains what mortgage-backed security trends can indicate about the economy. As far as fixed income, he thinks that investors should be looking at the “b...

Western Digital (WDC) has surprised many investors as a huge winner, more than doubling its stock price over the last year. Rick Ducat shows how it and Seagate (STX) significantly outperformed tech peers. He also turns to key levels and options activity investors should watch in Western Digital in the event of a strong pullback. ======== Schwab Network ======== Empowering every investor and trader...

Mark Zandi calls a 50 basis point cut “premature” given “uncomfortably high” inflation. He’s concerned about the job numbers as well, saying that if anything else “goes off script, we’ll be right into recession.” He argues that we are “very, very close” to recession, and layoffs could upend the apple cart. He discusses the dangers of stagflation and the numbers he’s looking for in jobs reports tha...

John Kenning, CEO and President of First Student, discusses their new partnership with Samsara (IOT), which he emphasizes will improve safety on their school buses. They are integrating First Student’s Halo platform with Samsara’s AI-powered cameras and technology to detect road risks and improve information sent to parents and schools about arrivals and student boarding. “We transport almost a bi...

Luke Lloyd says the growth trade is back, and investors should stay alert when it comes to stocks that can accelerate momentum. He points to two recent IPOs in Bullish (BLSH) and Circle (CRCL) as beneficiaries of the crypto trade despite their sharp sell-offs from records. Luke notes AST Spacemobile (ASTS) holding strong growth potential in the space industry and GitLab (GTLB) as an A.I. beneficia...

Kim Forrest believes A.I. investors had their expectations set too high when it came to the evolving tech. She says many promises of the evolving tech won't be seen for years, though Kim eyes companies like Alphabet (GOOGL) and Microsoft (MSFT) that are using A.I. for "solving problems" today. Shay Boloor adds that markets are now looking into how companies are building an "A.I....

Gene Goldman thinks “we don’t need [a rate cut] yet.” He thinks market sell-offs are “buy the dip” opportunities as the economy stays “good.” While the labor market is weakening, Gene thinks that AI is stepping into the gap and starting to generate returns. “We are very, very diversified,” he adds, with favorite sectors including financials, healthcare and REITs. On rate cuts, he says, “Don’t figh...

As Tesla (TSLA) rallies on Elon Musk's $1 billion share purchase, @LikeFolio's Megan Brantley points to consumer interest revving higher for the company. She shows how the end to EV tax credits gave a boost to consumer interest as more people looked into buying Tesla vehicles. Megan later turns to long-term catalysts for Tesla by examining consumer trends in autonomous driving and robotics...

Meg Wheeler, founder of the Equitable Money Project, shares ways to manage finances and look to the future. She talks about the importance of financial education and investors being aware of how their money is working for them. “There is no one right answer,” she says, and offers tips towards stability, emergency savings, and investing towards long-term goals. ======== Schwab Network ======== Empo...

Samuel Kerr and Jonas Grankvist look at the IPO market this year. Samuel brings the data to show that this is the “best year in 3” for IPOs and expects several new deals this week alone. Jonas discusses recent IPO performance, including in Klarna. They discuss the importance of profitability, the impact of tariffs, and IPO pricing ambitions among companies like the eagerly-anticipated StubHub. ===...

"Crypto is here to stay," says CoinShares CEO Jean-Marie Mognetti. His company will soon debut in U.S. public market via SPAC merger. Jean-Marie explains that the company made the move as optimism on crypto reaches a fever pitch in the U.S. He explains what it means for CoinShares and its global reach when it comes to guidance. ======== Schwab Network ======== Empowering every investor a...

Aquiles Larrea rejoins today's Big 3 and offers three stocks he believes have fallen under investors' radars. He labels SL Green (SLG) as a REIT that can show "growth stock" potential, AT&T (T) as a communication stock that "has not disappointed," and Philip Morris (PM) as a "healthy" dividend player with more opportunity compared to peers in its space. Ri...