Schwab Network

Nvidia's (NVDA) earnings overshadowed Alphabet's (GOOGL) march to new all-time highs. LikeFolio's Megan Brantley notes the Mag 7 company's growth in Google Cloud far outpacing Amazon's (AMZN) AWS and Microsoft's (MSFT) Azure as a leading driver behind the rally. She points to a "vulnerability" in search revenue if Alphabet is forced to divest Google Chrome, adding...

Shana Sissel believes investors reacted too harshly to Marvell's (MRVL) earnings. She sees the company's recent strategic shift as bullish long-term while the company seeks to reverse 2025 underperformance. Stephanie Walter adds that Marvell continues to show an "intact" A.I. story that isn't writing its final chapter anytime soon. She sees the key to Marvell's success ly...

Ben Emons, noted Fed watcher, explains the latest outlook for rate cut decisions. He discusses how the Fed’s dual mandates are muddying the picture ahead of the September decision. Ben thinks the Fed wants to “get ahead of this labor issue” and could cut by 50 basis points. “You cannot control the unemployment rate,” he emphasizes, but the Fed has more control over inflation. While the market is p...

Prosper Trading Academy's Mike Shorr talks about stocks with high premiums and ways to utilize options around them on today's Big 3. He offers insight on price action seen in Spotify (SPOT), Costco (COST) and Datadog (DDOG). Rick Ducat turns to technical trends investors should watch in the charts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

Chris Maxey says that companies are beginning to pass tariff costs onto consumers going into the fall. He thinks the market is anticipating rising inflation and a weak labor market: he even expects further revisions downwards for June. However, “the door is still wide open” for a rate cut in September. He doesn’t believe inflation will be transitory, as some believe, and says a lot of uncertainty...

Sam Vadas distributes a heavy dose of earnings updates ahead of the long Labor Day weekend. Affirm (AFRM) rallied more than 20% after crediting a "strong uptake" in 0% APR loans for its growth. Analysts swarmed Autodesk (ADSK) with price target hikes after seeing strong growth potential. Alibaba (BABA) added onto tech optimism through its cloud revenue. Sam later turns to the retail fron...

A recent survey from Electric Vehicle Intelligence found that full-self driving will only make 14% of people more likely to buy a Tesla. Not only that, but the same report found FSD implementation would make 35% of people surveyed less likely to buy a Tesla. Marley Kayden talks about the report in-depth and what it means for the company's future in A.I. and autonomous driving. Dan Deming offers an...

Thomas Martin comments on today’s PCE report and whether an upcoming jobs report could change the Fed’s rate cut decision in September. His stock pick criteria right now are companies beating earnings expectations with “sustainable” businesses: Spotify (SPOT), Carvana (CVNA), and Corning (GLW). He thinks the latter two have potential 10% upside and breaks down why he likes each company’s place in...

Frances Stacy believes Boeing (BA) remains strong as it sets course for its comeback story. The aerospace giant is up over 30% so far in 2025 but is still 50% below its all-time high. Frances makes the bull case for Boeing, though she believes economic uncertainty and a potential strike will serve as headwinds. Tom White offers a pair of example options trades for Boeing. ======== Schwab Network =...

The SPX pulled back to begin Friday's trading session ahead of a long holiday weekend. Kevin Green says it signals investors bracing for September volatility and rebalancing. However, he explains how recent trends in technology v. utilities can usher in bullish trading action for the broader market ahead. Gold continues to show strange trading action as it hits a key resistance level for a six...

Marvell (MRVL) sold off after reporting in-line earnings, revenue and guidance. However, as Jenny Horne points out, the A.I. company still commands strong buy ratings from analysts even though most slashed price targets. Dell Technologies (DELL) also traded lower after reporting its earnings. Jenny talks about the challenges to the PC market hitting Dell but points to the bullish A.I. narrative as...

Rick Ducat joins Morning Movers to provide the technical perspective on Alphabet (GOOGL) shares. He shows a long-term resistance level being tested and upward trends taking shape on the RSI momentum study. He points to higher trading volume areas before demonstrating an example options trade for GOOGL. Rick composes a put vertical using the Sep. 19 strike date with a "risk-defined" strat...

Katie Thomas says consumers are making thoughtful tradeoffs in their day-to-day shopping, using more options and discount stores to provide savings. She says "you have to look brand by brand" to see where consumers are making changes, using Brinker International (EAT) as an example with its Chilis restaurant chain offering deals for its customers. "Food, groceries and restaurants&qu...

Spencer Hakimian says while Friday's PCE data was mostly in-line with expectations, he's concerned about the slow uptrend in year-over-year numbers that may make it harder to justify a rate cut if inflation is rising. He also points to the unusual pressure surrounding the Federal Reserve from the White House and as Jerome Powell's term as Fed Chair comes to a close next year. Spencer s...

Alibaba (BABA) shares are on the move following a mixed 1Q earnings print. Brendan Ahern says revenue topped Street estimates and believes its cloud revenue was the key driver to the company's growth. Brendan underscores the importance of another development: Alibaba developing A.I. chips to fill the void of Nvidia (NVDA) technology currently banned. He views it as an added tailwind, but not t...

Caterpillar (CAT) says tariffs could cost the company up to $1.8B this year, with a $500M-$600M hit in just its 3Q alone. Kevin Horner constructs the technical framework and foundation for its chart and points to the current levels of support. He highlights the $410 level as a point of confluence where volume, moving averages and past areas of price action have taken place. ======== Schwab Network...

Kevin Green kicks off Friday’s premarket coverage with his eyes on the AI cycle seeing shifts from infrastructure investments to real-world use cases and solutions. He discusses September seasonality trends and what investors need to know. KG says we may be back to “bad news is good news” on labor data as investors await the FOMC decision. Later, KG provides his takeaways from Marvell (MRVL) and D...

Sam Vadas talks with Robostore's Teddy Haggerty, KraneShares' Derek Yan, and even the KOID humanoid robot to talk about the future of robotics and its impact on Wall Street. They talk about the "brains" behind robotics that go beyond Nvidia (NVDA) and directions the industry is heading. Derek discusses how the KOID ETF aims to take advantage of growing traction in evolving tech....

Stocks moved higher even as Nvidia (NVDA) traded lower after data center revenue disappointed. However, other stocks tied to the A.I. theme, from energy names like Oklo Inc. (OKLO) to rising cloud computing companies like CoreWeave (CRWV), rallied on the session. Broadcom (AVGO) shares climbed thanks to a price target hike from Oppenheimer. Marvell (MRVL) was left out of the A.I. rally after posti...

Even though Dell Technologies (DELL) took a hit after hours following earnings, Daniel Newman says its tie to Nvidia (NVDA) and the A.I. ecosystem makes it a strong company. He adds that the A.I. bubble is overexaggerated and sees the evolving tech leading market growth in the future. He explains how Nvidia will retain its position as the leader and ways related companies can rise in the agentic A...

Some A.I. companies and names tied to the A.I. theme rallied on the session on the back of Nvidia's (NVDA) earnings. Dell Technologies (DELL) and Marvell (MRVL) did not. Kevin Green, Alex Coffey and Sam Vadas take a closer look at the reports to analyze why both stocks sold off after hours. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

While the U.S. government captured headlines throughout the week, Charles Schwab's Michelle Gibley turns to stories impacting global finances. She talks about massive volatility occurring in France as fears of a government collapse leaves its economic future uncertain. Michelle draws parallels between its markets to the U.S. As for China, she mentions how the country's "DeepSeek moment" reignited...

The SPX moved higher on the session and showed a significant upside channel into 6,500 resistance. Kevin Green says he needs to see that channel hold for the next couple of sessions for bullish optimism to solidify. He adds that VIX was at its lowest level since December, though a readjustment may come sooner than expected. On Nvidia (NVDA), Kevin points out how the A.I. stock is testing a breakou...

Malibu Boats (MBUU) CEO Steve Menneto explains the 30% revenue growth in Q4, driven by strong demand for new boats, and discusses the company's prudence in its fiscal 2026 outlook despite a challenging marine industry. He attributes the softer-than-expected guidance to macro headwinds, including tariffs and interest rates, which have led to a decline in discretionary demand. Menneto also notes the...

Michael Rosen shares his insights on the recent earnings season, highlighting the resilience of the AI theme and the outperformance of tech leaders like Nvidia (NVDA). Despite some concerns around monetization and China, Rosen believes the facts support a continued bull run, driven by strong earnings across sectors and a favorable economic environment. He also touches on the potential for rate cut...