Schwab Network

Nathaniel Bradley joins Morning Movers to preview this week's earnings report from Zscaler (ZS). He believes the company's efficiency improvement displayed in margins has the needle pointing up. He does highlight Zscaler's government contract ties and the significance of maintaining a "level of demand" in the cybersecurity space. Later, Nathaniel discusses the A.I. technology...

Kraft Heinz (KHC) is splitting off into 2 separate companies. From Oscar Meier to Kraft Singles to Heinz Ketchup, there's plenty of food brands under its umbrella. Ben Watson stirs up the pot with a detailed look at the chart and points to some levels that have a little more spice than others. On a max-weekly chart, Ben shows the historical highs of KHC back near $100 and the long-term support...

The trading action in September has historically been volatile. Kevin Green explains that while August's better-than-expected performance may not carry over, there might be some potential tailwinds for the equity market. First among them: a Fed rate cut at the FOMC meeting. KG adds his thoughts on the Fed's dual mandate as well as the overall bond market. He points to U.S. yields soaring a...

It may be a short holiday week but there's plenty of key tech companies reporting earnings. Jenny Horne takes investors through headlines to note in Broadcom (AVGO), Salesforce (CRM) and ZScaler (ZS). Rick Ducat turns to the charts and highlights levels to watch this week. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

Adam Horlock says the Cracker Barrel (CBRL) sell-off and subsequent rebound was about more than changing and unchanging the logo — it's about brand identity. He talks about where the company went wrong and the lessons Cracker Barrel can take away from the story that garnered national attention. The biggest lesson Adam has for the company: listen to your customer base. ======== Schwab Network =...

“It’s accepted wisdom” that the Fed will cut in September, says Jay Pelosky, and the market is focusing on other things – namely earnings and the technical picture. He thinks we are “relatively early in a global bull market.” His current strategy is to “sell U.S. rips and buy non-U.S. dips.” Jay is trimming tech positions but buying into energy. He also discusses international markets, noting that...

Sarah Kunst calls Nvidia's (NVDA) earnings "solid," noting strong growth despite multiple headwinds tackling the A.I. behemoth. Even as Nvidia seeks to grow into an A.I. ecosystem beyond building chips, Sarah argues that it will take time to separate the company from anything other than that. Joe Tigay maintains his bullish stance on the company, citing "tremendous" data center growth despite the...

Tony Zhang looks at banks as regionals rally on Powell’s Jackson Hole commentary. “It really comes down to lower interest rates,” he argues, especially for regional banks exposed to real estate. He covers names he likes in the sector, including Truist (TFC), pointing to chart technical and valuation. Tony shares an example options trade on TFC with a bullish bent. He also gives his take on Nvidia...

Alphabet's (GOOGL) Waymo and Tesla's (TSLA) Robotaxi are muscling their way into the ride-sharing space. What does that mean for Uber (UBER) and Lyft (LYFT)? George Tsilis goes under the hood on Uber's business model and finds out what has led to this year's rally in shares. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

"People aren't as excited with Nvidia's earnings as they used to be," says Danielle Shay, but she believes the reaction is more "normalized" compared to the past. She believes it opens more opportunities on the options front for Nvidia (NVDA). She talks about how the "slower" price action in the market leader shaped how trader utilize Nvidia options. Sticking with A.I., Danielle likes Broadcom (AV...

Alex Coffey, Kevin Green, and Marley Kayden break down the market's response to Nvidia's (NVDA) earnings, which saw the AI chipmaker's share price fall despite a strong AI demand backdrop. They discuss the potential for a rotation out of AI stocks, such as Nvidia, and into other areas of the market, and examine the economic data calendar for the week ahead, including ISM manufacturing...

The S&P 500 (SPX) hit new record-highs on Thursday before selling pressures brought it back into negative territory for the week. Nvidia (NVDA) earnings weighed on the overall market performance, as shares of the Mag 7 chipmaker fell more than 2% this week. Elsewhere in the Mag 7, Alphabet (GOOGL) rose to a record high. And, the Fed's preferred inflation gauge - Core PCE Index - showed a s...

IREN (IREN) shares surged to a record high after the company reported blowout earnings and announced a major expansion of its AI cloud business. Daniel Roberts discusses the results and the company's rapid growth. Roberts highlights the company's recent achievement of Nvidia Preferred Partner status for its 10,000 plus GPU AI cloud services business. With a focus on high-performance comput...

Shares of Ambarella (AMBA) skied higher after a 2Q earnings beat. George Tsilis peels back the layers behind the fabless semiconductor manufacturer's latest figures to find out why, which includes some Wall Street speculation that it could be a takeout target for larger semiconductor companies. George does say that recent earnings are trending higher with significant improvement on an adjusted...

Cooper Howard reacts to the latest PCE data and believe the July print gave Fed officials the "green light" to cut rates in its upcoming September meeting. He notes that there is substantial labor market data ahead for the Fed to factor in as well. Cooper discusses the dual mandate for the central bank and admits that the Fed may be paying closer attention to jobs right now over inflatio...

Joe Cavatoni from the World Gold Council discusses gold near all-time highs and how the expectation of a Fed rate cut is affecting price. “The Western investor is definitely driving the flows right now,” he says, using ETFs as a proxy. The options and futures markets are showing “risk trading” that could cause more price volatility in the short term, he adds. ======== Schwab Network ======== Empow...

With Friday's selling action weighing on the S&P 500 (SPX), Kevin Green looks at current options flows and technical areas on the charts that are standing out ahead of the holiday weekend. In terms of volatility, KG observes historical trading patterns from a quieter August into a traditionally bumpier September. Later, he highlights a head and shoulders pattern forming on a 3-year weekly char...

Scott Melker helps viewers understand stablecoins, their uses, and why it’s “more of a tool” than an investment. Fully backed stablecoins like Tether have the most demand, but there are other “styles” of stablecoins that may come with more risk. Scott discusses the GENIUS act creating a “Cambrian explosion” within crypto and its implications for the stablecoin sector. He also explains some of the...

Sam Burns thinks inflation will continue to rise as tariff impacts continue to filter through, and that real spending will slow down. This puts the Fed “in a bind” on interest rates. He thinks the Fed will still cut in September and then say they’ll “wait and watch the data” because other central banks have been cutting interest rates around the world this year. However, he’s not sure if there wil...

David Doyle and Brian Jacobsen give their takeaways from today’s PCE data. David also gives his expectations for next week’s jobs report and says fewer younger workers participating has kept the unemployment rate lower, which could reverse. Brian reflects on 2Q earnings, saying that the “beat and raise” chorus was “music” to the market’s ears. They also discuss Fed independence and their expectati...

Tony Zipparro is anticipating some market weakness in September. He says "the risk is to the downside in September" adding that mean reversion and rotation are likely to take hold. Looking to the August jobs report, he's watching for the revision numbers and what that indicates about the overall health of the labor market. In terms of long-term plays, Tony lists Berkshire Hathaway (B...

“The small cap revolution is here,” per Lucas Downey, which is “very bullish for markets.” He looks at the Russell 2000’s recent outperformance and its causes, and he looks at when similar patterns have occurred historically. Lucas also likes the travel sector, including Expedia (EXPE), and the utilities sector. He continues to watch money flows into small and mid caps. ======== Schwab Network ===...

Jake Johnston says market participation in the recent rally is “encouraging” for investors. He sees healthcare and materials accelerating even as tech slips, calling it a “healthy rotation” among market segments. He argues that “prices follow earnings,” and after 2Q results, “one of the best we’ve seen in years,” he’s finding opportunities with lower volatility. ======== Schwab Network ======== Em...

It's not the largest cybersecurity firm in the space, but SentinelOne (S) showed promise through its earnings beat and guidance raise. George Tsilis talks about how the company is a rising player for smaller businesses seeking to boost their cybersecurity. He also talks about renewed bullish optimism from Wall Street analysts. ======== Schwab Network ======== Empowering every investor and trad...

Patrick McKeever surveys retail earnings, from Five Below (FIVE) to Ulta (ULTA) and more. Department stores remain an area of weakness, but otherwise it has been a “surprisingly strong” 2Q. Athletics performance depends on brand, he continues, highlighting On Holding (ONON). He notes that there have been bankruptcies, including in large brands like Claire’s; on the other hand, popular brands maint...